Should I invest in AIG Infrastructure and Economic Reform Fund?

We don't give personal investment advice. AIG Infrastructure and Economic Reform Fund - Institutional Plan-Dividend is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. 5-year CAGR: -1.95%.

AIG Global Investment Group

AIG Infrastructure and Economic Reform Fund - Institutional Plan-Dividend

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.00%	-11.79%	+11.79	17 / 57	Q2
1W	-0.17%	-11.61%	+11.43	33 / 54	Q3
2W	-2.56%	-11.22%	+8.66	40 / 54	Q3
1M	+0.56%	-9.19%	+9.75	35 / 54	Q3
3M	-1.16%	-5.07%	+3.91	32 / 52	Q3
6M	+11.44%	+1.88%	+9.55	22 / 53	Q2
YTD	-1.56%	-1.37%	-0.19	32 / 54	Q3
1Y	+8.89%	+8.01%	+0.88	32 / 52	Q3
2Y	+0.43%	-3.93%	+4.36	23 / 40	Q3
3Y	+1.06%	-0.61%	+1.67	21 / 28	Q3
4Y	+20.32%	+7.84%	+12.47	1 / 18	Q1
5Y	-1.95%	+12.24%	-14.18	16 / 16	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	-1.98%	-6.62%	+4.63	38 / 52	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2013 YTD	-1.56%	-2.06%	+0.50	9 / 16
2012	+19.94%	+28.53%	-8.59	16 / 21
2011	-21.28%	-27.09%	+5.81	7 / 22
2010	+10.49%	-8.68%	+19.18	16 / 42
2009	+88.00%	+72.50%	+15.49	10 / 44
2008	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+14.56%

48 windows

min -52.8% · max 128.0%

65% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+10.66%

24 windows

min -2.5% · max 27.3%

96% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.48%

3-year · annualised

Sharpe ratio

-0.26

vs risk-free 6.5%

Sortino ratio

-0.37

Downside-only deviation

Max drawdown

-26.44%

Nov 2010 → Dec 2011

% positive months

58.3%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Recent NAVs

Date	NAV
21 Jan 2013	₹9.1700
18 Jan 2013	₹9.1650
17 Jan 2013	₹9.1150
16 Jan 2013	₹9.1420
15 Jan 2013	₹9.2310
14 Jan 2013	₹9.1860
11 Jan 2013	₹9.1270
10 Jan 2013	₹9.2670
9 Jan 2013	₹9.3170
8 Jan 2013	₹9.3990

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

AIG Infrastructure and Economic Reform Fund - Institutional Plan-Dividend is a Growth from AIG Global Investment Group (Institutional plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

AIG Infrastructure and Economic Reform Fund - Institutional Plan-Dividend has NAV history starting from 27 Feb 2008, a track record of about 18 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

AIG Infrastructure and Economic Reform Fund - Institutional Plan-Dividend is managed by AIG Global Investment Group. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, AIG Infrastructure and Economic Reform Fund - Institutional Plan-Dividend has delivered a absolute return of 8.89% — +0.88 pp ahead of the Growth category average of 8.01%. The fund ranks #32 of 52 in its category — the third (Q3) quartile.

Over the trailing 3-year window, AIG Infrastructure and Economic Reform Fund - Institutional Plan-Dividend has delivered a CAGR of 1.06% — +1.67 pp ahead of the Growth category average of -0.61%. The fund ranks #21 of 28 in its category — the third (Q3) quartile.

Over the trailing 5-year window, AIG Infrastructure and Economic Reform Fund - Institutional Plan-Dividend has delivered a CAGR of -1.95% — -14.18 pp behind the Growth category average of 12.24%. The fund ranks #16 of 16 in its category — the bottom (Q4) quartile.

₹1 lakh invested in AIG Infrastructure and Economic Reform Fund - Institutional Plan-Dividend exactly 5 years ago would be worth approximately ₹90,640 today — a multiplier of 0.91×, based on the 5-year CAGR of -1.95%. The category average over the same window would have grown ₹1 lakh to ₹178,092.

A ₹10,000 monthly SIP in AIG Infrastructure and Economic Reform Fund - Institutional Plan-Dividend over the last 3 years — total invested ₹360,000 — would be worth ₹365,896 today. That's an XIRR (money-weighted annualised return) of 1.05%.

AIG Infrastructure and Economic Reform Fund - Institutional Plan-Dividend doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹365,896 — XIRR 1.05%.

On a 5-year basis, AIG Infrastructure and Economic Reform Fund - Institutional Plan-Dividend ranks #16 out of 16 funds in the Growth category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 12.24%; this fund delivered -1.95%.

The worst peak-to-trough decline AIG Infrastructure and Economic Reform Fund - Institutional Plan-Dividend has experienced over the last 3-year window is 26.44% — its NAV fell from a high on 10 Nov 2010 to a low on 20 Dec 2011. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, AIG Infrastructure and Economic Reform Fund - Institutional Plan-Dividend averaged 10.66% (best 27.30%, worst -2.55%). 96% of rolling windows ended positive. The 3-year Sharpe ratio is -0.26 — negative risk-adjusted performance.

In calendar year 2012, AIG Infrastructure and Economic Reform Fund - Institutional Plan-Dividend returned 19.94% — lagging the Growth category average of 28.53% by 8.59 pp. It ranked #16 of 21 in its category that year.

AIG Infrastructure and Economic Reform Fund - Institutional Plan-Dividend doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. AIG Infrastructure and Economic Reform Fund - Institutional Plan-Dividend is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. 5-year CAGR: -1.95%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.