{"id":241057,"date":"2026-09-10T13:20:43","date_gmt":"2026-09-10T07:50:43","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/tata-infrastructure-fund-direct-growth-review-2026\/"},"modified":"2026-09-10T13:20:43","modified_gmt":"2026-09-10T07:50:43","slug":"tata-infrastructure-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/tata-infrastructure-fund-direct-growth-review-2026\/","title":{"rendered":"Tata Infrastructure Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/tata-infrastructure-fund-g-direct-plan\">Tata Infrastructure Fund Direct Growth Plan<\/a> currently has a NAV of \u20b9197.1599 as of 09 Sep 2026 and an AUM of \u20b92,021 Cr. Its 1-year, 3-year and 5-year returns are 6.72%, 12.07% and 16.62% respectively, and the scheme sits in the High Risk bucket.<\/p>\n<p>Our view is that this is a differentiated infrastructure-focused equity fund that has rewarded longer holding periods far better than the recent one-year stretch. It may suit investors who can accept meaningful price swings and want exposure to a portfolio tilted toward infrastructure, power and related capital-intensive businesses.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/tata-infrastructure-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/tata-infrastructure-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/tata-infrastructure-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Tata_Infrastructure\" title=\"Should you BUY or HOLD Tata Infrastructure?\">Should you BUY or HOLD Tata Infrastructure?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/tata-infrastructure-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/tata-infrastructure-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/tata-infrastructure-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/tata-infrastructure-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/tata-infrastructure-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/tata-infrastructure-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Tata_Infrastructure_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Tata Infrastructure Fund Direct Growth Plan?\">What is the current NAV of Tata Infrastructure Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/tata-infrastructure-fund-direct-growth-review-2026\/#How_has_Tata_Infrastructure_Fund_Direct_Growth_Plan_performed_over_1_3_and_5_years\" title=\"How has Tata Infrastructure Fund Direct Growth Plan performed over 1, 3 and 5 years?\">How has Tata Infrastructure Fund Direct Growth Plan performed over 1, 3 and 5 years?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/tata-infrastructure-fund-direct-growth-review-2026\/#How_does_the_fund_compare_with_its_benchmark\" title=\"How does the fund compare with its benchmark?\">How does the fund compare with its benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/tata-infrastructure-fund-direct-growth-review-2026\/#Is_the_fund_suitable_for_short-term_investors\" title=\"Is the fund suitable for short-term investors?\">Is the fund suitable for short-term investors?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/tata-infrastructure-fund-direct-growth-review-2026\/#Who_manages_the_fund\" title=\"Who manages the fund?\">Who manages the fund?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/tata-infrastructure-fund-direct-growth-review-2026\/#What_are_the_exit_load_and_tax_rules\" title=\"What are the exit load and tax rules?\">What are the exit load and tax rules?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/tata-infrastructure-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/tata-infrastructure-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/tata-infrastructure-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b9197.1599 as of 09 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b92,021 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>1.11%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>01 Jan 2013<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>0.25% on or before 30D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Abhinav Sharma<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Abhinav Sharma.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-1.89%<\/td>\n<td>-4.69%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>2.17%<\/td>\n<td>0.93%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>6.72%<\/td>\n<td>-7.16%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>12.07%<\/td>\n<td>6%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>16.62%<\/td>\n<td>5.87%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund has had a choppy recent pattern, but the one-month decline was smaller than the benchmark\u2019s fall, which suggests it held up better in the latest setback. Over three months, it moved ahead of the benchmark, and the one-year figure is materially better than the index, helped by a recovery after periods of softness.<\/p>\n<p>The longer view is stronger. The 3-year and 5-year returns are well above the benchmark, which tells us the strategy has compounded more effectively over fuller cycles than the broad market barometer used here.<\/p>\n<p>At the same time, the path has not been smooth. The return pattern shows swings rather than a steady upward climb, which fits a high-risk, infrastructure-heavy portfolio. That matters for investors because the fund\u2019s edge has come through over longer windows, not through consistency in every short interval.<\/p>\n<p>For investors comparing the fund with a broad equity reference point, the key point is that the fund has outperformed over 1 year, 3 years and 5 years, while also showing resilience in the most recent month relative to the benchmark. That combination supports a long-horizon lens rather than a short-term performance chase.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Tata_Infrastructure\"><\/span>Should you BUY or HOLD Tata Infrastructure?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Tata Infrastructure? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/tata-infrastructure-fund-g-direct-plan\">Tata Infrastructure Fund Direct Growth Plan<\/a><\/td>\n<td>6.72%<\/td>\n<td>12.07%<\/td>\n<td>16.62%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-strategic-metal-and-energy-equity-fof-g-direct-plan\">ICICI Pru Strategic Metal and Energy Equity FoF Direct Growth Plan<\/a><\/td>\n<td>71.49%<\/td>\n<td>36.55%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-active-momentum-fund-g-direct-plan\">Motilal Oswal Active Momentum Fund Direct Growth Plan<\/a><\/td>\n<td>30.08%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/kotak-healthcare-fund-g-direct-plan\">Kotak Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>28.85%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hdfc-pharma-and-healthcare-fund-g-direct-plan\">HDFC Pharma and Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>28.6%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/pgim-india-healthcare-fund-g-direct-plan\">PGIM India Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>27.47%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>On the latest one-year comparison, this fund trails the stronger recent numbers shown by the peer set, even though it has still stayed ahead of the benchmark over the same period. The three-year and five-year figures are more useful for judging this strategy because they show steady compounding over longer windows, while many peer rows do not have comparable longer-horizon figures available.<\/p>\n<p>That makes the comparison a mixed picture: the fund does not match the very strong one-year figures in several peers, but its longer-term return profile is still solid and better aligned with a patient infrastructure allocation. The short-term and long-term stories are therefore different, and the longer-term record remains more relevant for a fund built around a cyclical theme.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Larsen &amp; Toubro Ltd<\/td>\n<td>Infrastructure<\/td>\n<td>7%<\/td>\n<\/tr>\n<tr>\n<td>NTPC Ltd<\/td>\n<td>Power<\/td>\n<td>3.76%<\/td>\n<\/tr>\n<tr>\n<td>Adani Energy Solutions Ltd<\/td>\n<td>Power<\/td>\n<td>3.66%<\/td>\n<\/tr>\n<tr>\n<td>Adani Ports and Special Economic Zone Ltd<\/td>\n<td>Logistics<\/td>\n<td>3.62%<\/td>\n<\/tr>\n<tr>\n<td>Interglobe Aviation Ltd<\/td>\n<td>Aviation<\/td>\n<td>3.62%<\/td>\n<\/tr>\n<tr>\n<td>The Ramco Cements Ltd<\/td>\n<td>Construction Materials<\/td>\n<td>3.03%<\/td>\n<\/tr>\n<tr>\n<td>Bharat Heavy Electricals Ltd<\/td>\n<td>Capital Goods<\/td>\n<td>2.79%<\/td>\n<\/tr>\n<tr>\n<td>Ultratech Cement Ltd<\/td>\n<td>Construction Materials<\/td>\n<td>2.68%<\/td>\n<\/tr>\n<tr>\n<td>Adani Enterprises Ltd<\/td>\n<td>Trading<\/td>\n<td>2.45%<\/td>\n<\/tr>\n<tr>\n<td>Adani Power Ltd<\/td>\n<td>Power<\/td>\n<td>2.45%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 35.06% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/tata-infrastructure-fund-g-direct-plan\">Tata Infrastructure Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest holding, Larsen &amp; Toubro Ltd, is 7% of the portfolio, so it may have the most noticeable influence on near-term movement among the disclosed positions. After that, the weights step down fairly quickly into the 3% range, which suggests the fund is not relying on a single dominant stock beyond the top position.<\/p>\n<p>The gap from the first holding to the tenth is modest rather than extreme, but the portfolio still shows a clear tilt toward a handful of larger positions. With the top 10 holdings representing about 35.06% of the portfolio and 56 holdings in total, the rest of the fund appears to be spread across a wider tail, which could soften stock-specific dependence but also makes the portfolio less concentrated than the top slice alone might suggest.<\/p>\n<p>That mix matters for an infrastructure fund because individual names can move differently with project wins, execution, rate sensitivity and sector sentiment. A diversified tail may help balance that, while the larger positions are likely to keep the fund meaningfully linked to its core infrastructure and power themes.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund is more suitable for investors who can tolerate high volatility and who have a long enough horizon to let the theme play out. The 1-year return has been positive but uneven, while the 3-year and 5-year numbers are stronger, so the holding period clearly matters.<\/p>\n<p>The main trade-off is that you are taking concentrated exposure to infrastructure-led sectors in exchange for the chance of stronger long-term compounding. The benchmark comparison is supportive, but recent swings show that the path may be bumpy. It fits better as a long-duration equity allocation than as a short-term parking option.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The exit load is 0.25% if units are sold on or before 30 days, and there is no exit load after that holding period.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Tata_Infrastructure_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Tata Infrastructure Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b9197.1599 as of 09 Sep 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_Tata_Infrastructure_Fund_Direct_Growth_Plan_performed_over_1_3_and_5_years\"><\/span>How has Tata Infrastructure Fund Direct Growth Plan performed over 1, 3 and 5 years?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year return is 6.72%, its 3-year return is 12.07%, and its 5-year return is 16.62%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_the_fund_compare_with_its_benchmark\"><\/span>How does the fund compare with its benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It has outperformed the benchmark over 1 year, 3 years and 5 years. The one-month figure is also less weak than the benchmark\u2019s recent decline.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Is_the_fund_suitable_for_short-term_investors\"><\/span>Is the fund suitable for short-term investors?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It is better suited to longer horizons. The return pattern is uneven in the short run, while the 3-year and 5-year figures are stronger.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund\"><\/span>Who manages the fund?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Abhinav Sharma manages the fund.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_exit_load_and_tax_rules\"><\/span>What are the exit load and tax rules?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The exit load is 0.25% if units are sold on or before 30 days, and there is no exit load after that period. Short-term capital gains tax is 20% for units held less than 1 year, and long-term capital gains tax is 12.5% for units held more than 1 year.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Tata Infrastructure Fund Direct Growth Plan has a stronger longer-term record than its more recent one-year stretch, and that makes the 3-year and 5-year figures more important than the latest short-term move. It compares well with the benchmark across the available horizons, while several peers show stronger recent one-year numbers but often lack longer-horizon figures for direct comparison. The fund carries High Risk, and its portfolio is led by infrastructure, power and related cyclical names, so it is best viewed as a patient, theme-led equity exposure.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 10 September 2026 at 1:19 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Tata Infrastructure Fund Direct Growth Plan\",\"identifier\":\"tata-infrastructure-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"01 Jan 2013\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":197.1599,\"valueReference\":\"as of 09 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"2021 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"1.11\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":6.72},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":12.07},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":16.62},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Abhinav Sharma\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Tata Infrastructure Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b9197.1599 as of 09 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"How has Tata Infrastructure Fund Direct Growth Plan performed over 1, 3 and 5 years?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is 6.72%, its 3-year return is 12.07%, and its 5-year return is 16.62%.\"}},{\"@type\":\"Question\",\"name\":\"How does the fund compare with its benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has outperformed the benchmark over 1 year, 3 years and 5 years. The one-month figure is also less weak than the benchmark\u2019s recent decline.\"}},{\"@type\":\"Question\",\"name\":\"Is the fund suitable for short-term investors?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It is better suited to longer horizons. The return pattern is uneven in the short run, while the 3-year and 5-year figures are stronger.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Abhinav Sharma manages the fund.\"}},{\"@type\":\"Question\",\"name\":\"What are the exit load and tax rules?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The exit load is 0.25% if units are sold on or before 30 days, and there is no exit load after that period. Short-term capital gains tax is 20% for units held less than 1 year, and long-term capital gains tax is 12.5% for units held more than 1 year.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tata Infrastructure Fund Direct Growth Plan has a NAV of \u20b9197.1599 as of 09 Sep 2026, with 1-year, 3-year and 5-year returns of 6.72%, 12.07% and 16.62%.<\/p>\n","protected":false},"author":38,"featured_media":241056,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-241057","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["241056"],"rank_math_title":["Tata Infrastructure Fund NAV, Returns Review 2026"],"rank_math_description":["Tata Infrastructure Fund Direct Growth Plan review: NAV \u20b9197.1599, 1Y return 6.72%, 3Y 12.07%, 5Y 16.62%."],"rank_math_focus_keyword":["Tata Infrastructure Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Tata_Infrastructure_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/241057","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=241057"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/241057\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/241056"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=241057"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=241057"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=241057"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}