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-Growth 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. Worst 5-year drawdown: 31.3%. 5-year CAGR: 18.59%.

AIG Global Investment Group

AIG Infrastructure and Economic Reform Fund - Institutional Plan-Growth

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	+1.22%	-11.79%	+13.02	5 / 57	Q1
1W	+2.07%	-11.61%	+13.68	15 / 54	Q2
2W	+5.80%	-11.22%	+17.02	3 / 54	Q1
1M	+18.20%	-9.19%	+27.40	2 / 54	Q1
3M	+12.62%	-5.07%	+17.69	14 / 52	Q2
6M	+26.78%	+1.88%	+24.90	13 / 53	Q1
YTD	+10.26%	-1.37%	+11.62	22 / 54	Q2
1Y	+14.31%	+8.01%	+6.30	23 / 52	Q2
2Y	+3.59%	-3.93%	+7.52	21 / 40	Q3
3Y	+2.69%	-0.61%	+3.30	17 / 28	Q3
4Y	+1.57%	+7.84%	-6.27	15 / 18	Q4
5Y	+18.59%	+12.24%	+6.36	5 / 16	Q2
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	-0.84%	-6.62%	+5.77	33 / 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
2014 YTD	+10.26%	+29.56%	-19.30	11 / 12
2013	-6.38%	-2.06%	-4.32	13 / 16
2012	+19.94%	+28.53%	-8.59	17 / 21
2011	-21.28%	-27.09%	+5.81	8 / 22
2010	+10.49%	-8.68%	+19.18	17 / 42
2009	+88.00%	+72.50%	+15.49	11 / 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

+10.29%

62 windows

min -52.5% · max 126.6%

53% positive

3-Year rolling

+5.16%

38 windows

min -9.8% · max 28.6%

66% positive

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

5-Year rolling

+6.24%

14 windows

min -3.2% · max 18.6%

79% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

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

19.10%

3-year · annualised

Sharpe ratio

-0.11

vs risk-free 6.5%

Sortino ratio

-0.16

Downside-only deviation

Max drawdown

-26.87%

Jul 2011 → Aug 2013

% positive months

52.8%

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
19 Mar 2014	₹9.6100
18 Mar 2014	₹9.4940
14 Mar 2014	₹9.3810
13 Mar 2014	₹9.3960
12 Mar 2014	₹9.4150
11 Mar 2014	₹9.4190
10 Mar 2014	₹9.4480
7 Mar 2014	₹9.3100
6 Mar 2014	₹9.2340
5 Mar 2014	₹9.0830

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-Growth 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-Growth 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-Growth 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-Growth has delivered a absolute return of 14.31% — +6.3 pp ahead of the Growth category average of 8.01%. The fund ranks #23 of 52 in its category — the second (Q2) quartile.

Over the trailing 3-year window, AIG Infrastructure and Economic Reform Fund - Institutional Plan-Growth has delivered a CAGR of 2.69% — +3.3 pp ahead of the Growth category average of -0.61%. The fund ranks #17 of 28 in its category — the third (Q3) quartile.

Over the trailing 5-year window, AIG Infrastructure and Economic Reform Fund - Institutional Plan-Growth has delivered a CAGR of 18.59% — +6.36 pp ahead of the Growth category average of 12.24%. The fund ranks #5 of 16 in its category — the second (Q2) quartile.

₹1 lakh invested in AIG Infrastructure and Economic Reform Fund - Institutional Plan-Growth exactly 5 years ago would be worth approximately ₹234,562 today — a multiplier of 2.35×, based on the 5-year CAGR of 18.59%. 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-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹688,264 today. That's an XIRR (money-weighted annualised return) of 5.43%.

AIG Infrastructure and Economic Reform Fund - Institutional Plan-Growth doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹688,264 — XIRR 5.43%.

On a 5-year basis, AIG Infrastructure and Economic Reform Fund - Institutional Plan-Growth ranks #5 out of 16 funds in the Growth category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 12.24%; this fund delivered 18.59%.

The worst peak-to-trough decline AIG Infrastructure and Economic Reform Fund - Institutional Plan-Growth has experienced over the last 5-year window is 31.26% — its NAV fell from a high on 10 Nov 2010 to a low on 28 Aug 2013. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, AIG Infrastructure and Economic Reform Fund - Institutional Plan-Growth averaged 6.24% (best 18.59%, worst -3.18%). 79% of rolling windows ended positive. The 5-year Sharpe ratio is 0.56 — reasonable risk-adjusted performance.

In calendar year 2013, AIG Infrastructure and Economic Reform Fund - Institutional Plan-Growth returned -6.38% — lagging the Growth category average of -2.06% by 4.32 pp. It ranked #13 of 16 in its category that year.

AIG Infrastructure and Economic Reform Fund - Institutional Plan-Growth 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-Growth 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. Worst 5-year drawdown: 31.3%. 5-year CAGR: 18.59%.

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