Tata
Tata Growing Economies Infrastructure Fund Plan B - Growth
Category
Growth
Plan type
Growth
Structure
Open-ended
AMFI Scheme Code
107625
ISIN (Growth)
—
ISIN (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 | — | — | — | — | — |
| 1W | -100.00% | -3.61% | -96.39 | 301 / 303 | Q4 |
| 2W | -100.00% | -4.52% | -95.48 | 301 / 303 | Q4 |
| 1M | -100.00% | -5.64% | -94.36 | 300 / 302 | Q4 |
| 3M | -100.00% | -4.27% | -95.73 | 300 / 302 | Q4 |
| 6M | -100.00% | +1.48% | -101.48 | 305 / 307 | Q4 |
| YTD | -100.00% | -0.18% | -99.82 | 307 / 309 | Q4 |
| 1Y | -100.00% | +7.10% | -107.10 | 305 / 307 | Q4 |
| 2Y | -100.00% | +2.20% | -102.20 | 301 / 303 | Q4 |
| 3Y | -100.00% | +0.76% | -100.76 | 262 / 264 | Q4 |
| 4Y | -100.00% | +0.58% | -100.58 | 233 / 235 | Q4 |
| 5Y | -100.00% | +0.02% | -100.02 | 206 / 208 | Q4 |
| 7Y | -100.00% | +3.12% | -103.12 | 130 / 130 | Q4 |
| 10Y | — | — | — | — | — |
| Inception | -100.00% | +0.51% | -100.51 | 308 / 310 | Q4 |
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 |
|---|---|---|---|---|
| 2015 YTD | -100.00% | -3.94% | -96.06 | 99 / 99 |
| 2014 | +47.89% | +34.59% | +13.30 | 28 / 133 |
| 2013 | -5.47% | +0.03% | -5.49 | 122 / 154 |
| 2012 | +20.46% | +23.57% | -3.11 | 134 / 190 |
| 2011 | -25.28% | -23.68% | -1.60 | 149 / 241 |
| 2010 | +7.11% | +11.69% | -4.58 | 172 / 256 |
| 2009 | +79.26% | +65.86% | +13.40 | 70 / 238 |
| 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
+14.52%
72 windows
min -26.3% · max 96.2%
60% positive
3-Year rolling
+4.74%
48 windows
min -8.7% · max 24.0%
54% positive
Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.
5-Year rolling
+6.90%
23 windows
min -0.4% · max 13.2%
96% positive
Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.
7-Year rolling
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Insufficient history
Recent NAVs
| Date | NAV |
|---|---|
| 26 Mar 2015 | ₹0.0000 |
| 20 Mar 2015 | ₹17.0025 |
| 19 Mar 2015 | ₹17.0954 |
| 18 Mar 2015 | ₹17.1562 |
| 17 Mar 2015 | ₹17.1010 |
| 16 Mar 2015 | ₹17.0006 |
| 13 Mar 2015 | ₹17.0298 |
| 12 Mar 2015 | ₹17.1555 |
| 11 Mar 2015 | ₹17.0579 |
| 10 Mar 2015 | ₹17.1499 |
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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.
Tata Growing Economies Infrastructure Fund Plan B - Growth is a Growth from Tata (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.
Tata Growing Economies Infrastructure Fund Plan B - Growth has NAV history starting from 15 Apr 2008, a track record of about 18 years 1 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.
Tata Growing Economies Infrastructure Fund Plan B - Growth is managed by Tata. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.
Over the trailing 1-year window, Tata Growing Economies Infrastructure Fund Plan B - Growth has delivered a absolute return of -100.00% — -107.1 pp behind the Growth category average of 7.10%. The fund ranks #305 of 307 in its category — the bottom (Q4) quartile.
Over the trailing 3-year window, Tata Growing Economies Infrastructure Fund Plan B - Growth has delivered a CAGR of -100.00% — -100.76 pp behind the Growth category average of 0.76%. The fund ranks #262 of 264 in its category — the bottom (Q4) quartile.
Over the trailing 5-year window, Tata Growing Economies Infrastructure Fund Plan B - Growth has delivered a CAGR of -100.00% — -100.02 pp behind the Growth category average of 0.02%. The fund ranks #206 of 208 in its category — the bottom (Q4) quartile.
₹1 lakh invested in Tata Growing Economies Infrastructure Fund Plan B - Growth exactly 5 years ago would be worth approximately ₹0 today — a multiplier of 0.00×, based on the 5-year CAGR of -100.00%. The category average over the same window would have grown ₹1 lakh to ₹100,100.
We don't have enough NAV history yet to simulate a SIP on Tata Growing Economies Infrastructure Fund Plan B - Growth. The fund typically needs 12+ months for a 1-year SIP backtest.
Tata Growing Economies Infrastructure Fund Plan B - Growth doesn't have enough SIP-backtest history yet. Check the 1-year SIP simulation above as soon as it has 12+ months of NAVs.
On a 5-year basis, Tata Growing Economies Infrastructure Fund Plan B - Growth ranks #206 out of 208 funds in the Growth category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 0.02%; this fund delivered -100.00%.
Tata Growing Economies Infrastructure Fund Plan B - Growth doesn't have a computed drawdown figure yet.
Across all 5-year rolling windows, Tata Growing Economies Infrastructure Fund Plan B - Growth averaged 6.90% (best 13.22%, worst -0.37%). 96% of rolling windows ended positive.
In calendar year 2014, Tata Growing Economies Infrastructure Fund Plan B - Growth returned 47.89% — beating the Growth category average of 34.59% by 13.30 pp. It ranked #28 of 133 in its category that year.
Tata Growing Economies Infrastructure Fund Plan B - 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. Tata Growing Economies Infrastructure Fund Plan B - 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
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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