43
InfrastructureAvoid
Tata Infra
Tata · Direct–Growth · rank #13 of 20 by Smart Score
Trailing returns
1 Year
4.3%
+3.8% vs index
3 Years
17.1%
+4.8% vs index
5 Years
18.8%
+6.8% vs index
Since launch
15.1%
Year-by-year performance
2014
+42.7%—
2015
+0.9%—
Why this score
Tata Infra scores 43/100 — #13 of 20 Infrastructure fund (Avoid). It stands out for volatility and sortino ratio — beating 97% of peers on volatility. The main drag is its 3y return (better than only 14% of peers).
Each bar shows the fund's percentile vs Infrastructure peers — a longer bar beats more of the category.
3Y return17.05% · 14th percentile in category
Volatility13.81 · 97th percentile in category
5Y return18.75% · 36th percentile in category
Sharpe ratio0.76 · 34th percentile in category
Sortino ratio1.12 · 70th percentile in category
Expense ratio1.20% · 40th percentile in category