48
InfrastructureHold
Tata Infra
Tata · Direct–Growth · rank #12 of 20 by Smart Score
Data updated
Trailing returns
1 Year
0.4%
+5.1% vs index
3 Years
10.6%
+1.2% vs index
5 Years
13.9%
+6.0% vs index
Since launch
14.2%
Year-by-year performance
2014
+42.7%—
2015
+0.9%—
Why this score
Tata Infra scores 48/100 — #12 of 20 Infrastructure fund (Hold). It stands out for sharpe ratio and volatility — beating 92% of peers on sharpe ratio. The main drag is its 3y return (better than only 8% of peers).
Each bar shows the fund's percentile vs Infrastructure peers — a longer bar beats more of the category.
3Y return10.56% · 8th percentile in category
5Y return13.91% · 19th percentile in category
Sharpe ratio0.76 · 92nd percentile in category
Volatility13.81 · 97th percentile in category
Sortino ratio1.12 · 97th percentile in category
Expense ratio1.23% · 43rd percentile in category
Top holdings
1.Larsen & Toubro Ltd6.64%
2.Adani Ports and Special Economic Zone Ltd4.17%
3.NTPC Ltd3.79%
4.Interglobe Aviation Ltd3.52%
5.Adani Transmission Ltd3.46%
51 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.