48
InfrastructureHold
Tata Infra
Tata · Direct–Growth · rank #13 of 20 by Smart Score
Data updated
Trailing returns
1 Year
3.4%
+5.5% vs index
3 Years
12.7%
+2.9% vs index
5 Years
16.4%
+6.9% vs index
Since launch
14.7%
Year-by-year performance
2014
+42.7%—
2015
+0.9%—
Why this score
Tata Infra scores 48/100 — #13 of 20 Infrastructure fund (Hold). 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 return12.74% · 14th percentile in category
Volatility13.81 · 97th percentile in category
5Y return16.44% · 31st percentile in category
Sortino ratio1.12 · 90th percentile in category
Sharpe ratio0.76 · 71st percentile in category
Expense ratio1.23% · 43rd percentile in category