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Top 5 Best High Risk Mutual Funds in India

Updated on June 5, 2025 , 20900 views

High risk Mutual Funds refer to funds that have a potential of delivering high returns in the future.

High-Risk

These are the funds that are ideally meant for investors who are willing to take a high level of risk in the investment. But, these funds are highly volatile in nature. That’s is why such a high-risk fund in the Portfolio needs to be actively managed time to time. High risk Mutual Funds usually provide great dividends to investors. Therefore, if you are willing to take a high-risk to earn good returns, then you can prefer Investing in these listed funds.

What are High Risk Investments?

High risk funds help in a long-term wealth creation. One can also plan their long-term Financial goals such as retirement, world tour, purchase of a dream house, marriage, etc., by investing in these funds. High risk funds are long-term investments that are meant to be invested for longer tenure that is more than 5 years.

Mutual Funds that are advised for such investments are Equity Funds. An Equity Fund is considered to be a high-risk, high return fund. Equity funds invest in stocks/shares of companies. It is one of the best way to own a business (in a small portion) without starting or investing in a firm directly. There are different types of equity funds like Large cap funds, mid & Small cap funds, Diversified Funds, sector funds and ELSS (Equity Linked Savings Schemes).

Best High Risk Mutual Funds

Mid & Small Cap Funds

Mid & small cap funds invest in mid & small (or startup) companies, respectively. Since these funds consist stock of emerging companies, they are very risky in nature. Hence, investors who can invest for about 7-10 years & more, should only prefer investing in these funds. If the companies do well in the long-run, investors may earn good returns.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹101.035
↑ 0.60
₹27,78011.8-1016.332.836.957.1
Invesco India Mid Cap Fund Growth ₹176.33
↑ 3.06
₹6,04720.81.223.530.230.643.1
HDFC Mid-Cap Opportunities Fund Growth ₹191.476
↑ 1.33
₹74,91014.2-0.712.730.233.228.6
Edelweiss Mid Cap Fund Growth ₹100.691
↑ 0.98
₹9,24217.7-1.918.429.333.838.9
Sundaram Mid Cap Fund Growth ₹1,373.83
↑ 11.78
₹11,69016.4-1.814.228.329.732
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25

Sector Funds

These are the funds that are sector specific, means they invest in a particular sector like infra, pharma, banking, as such. These are high-risk funds, they can double or trouble your money. So, investors who have a knowledge about the future growth of the sector that he wishes to invest should only prefer investing in these funds.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI Technology Opportunities Fund Growth ₹213.546
↑ 0.82
₹4,2254.9-623.516.426.930.1
UTI Healthcare Fund Growth ₹279.694
↓ 0.00
₹1,0378.3-3.822.925.321.642.9
SBI Healthcare Opportunities Fund Growth ₹420.984
↑ 2.99
₹3,6716.5-2.521.727.523.742.2
Invesco India Financial Services Fund Growth ₹138.74
↑ 2.51
₹1,30820421.725.424.619.8
Baroda Pioneer Banking And Financial Services Fund Growth ₹48.5429
↑ 0.81
₹25717.16.421.421.322.412.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Jun 25

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Diversified Funds or Multi Cap Funds

These funds invest across all the Market cap- large cap, mid & small cap funds. Due to its investing technique, they master in balancing the portfolio. Due to which the risk is moderate. If one fund fails to perform well, the others are there to balance the portfolio. Investors should ideally stay invested for atleast 5 years & more.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Multi Cap Fund Growth ₹298.887
↑ 1.83
₹40,26115.5-0.310.227.832.625.8
JM Multicap Fund Growth ₹97.5598
↑ 1.06
₹5,6259.8-9.12.926.527.133.3
HDFC Equity Fund Growth ₹1,961.19
↑ 18.31
₹74,105112.314.225.429.723.5
Motilal Oswal Multicap 35 Fund Growth ₹60.5395
↑ 0.44
₹12,41810.6-5.317.325.322.145.7
ICICI Prudential Multicap Fund Growth ₹792.31
↑ 5.52
₹14,50511.9-0.410.924.126.320.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25

Large Cap Funds

These are the funds that invest in large-sized companies in India. These are firms that are the leaders in the Industry and are known for its stable returns. As, large-cap funds invest in bigger companies they are less risky than mid & small caps. But, being an equity fund, the risk of is always there. Investors who can bear moderate to high level of risk and also can stay invested for 5 years & more can invest in these schemes.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Large Cap Fund Growth ₹90.2936
↑ 0.86
₹39,67712.60.510.723.126.418.2
ICICI Prudential Bluechip Fund Growth ₹109.61
↑ 0.96
₹68,03411.51.51120.523.616.9
HDFC Top 100 Fund Growth ₹1,130.48
↑ 10.57
₹37,3159.1-0.9718.722.911.6
Aditya Birla Sun Life Frontline Equity Fund Growth ₹525.01
↑ 5.34
₹29,220120.810.91822.115.6
Kotak Bluechip Fund Growth ₹569.845
↑ 4.90
₹9,83011.90.19.817.621.616.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25

1. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.1% since its launch.  Ranked 6 in Small Cap category.  Return for 2024 was 26.1% , 2023 was 48.9% and 2022 was 6.5% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (06 Jun 25) ₹168.485 ↑ 0.49   (0.29 %)
Net Assets (Cr) ₹58,029 on 30 Apr 25
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio -0.21
Information Ratio 0.55
Alpha Ratio 1.49
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹22,034
31 May 22₹26,339
31 May 23₹33,417
31 May 24₹51,089
31 May 25₹54,222

Nippon India Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹773,746.
Net Profit of ₹473,746
Invest Now

Returns for Nippon India Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 10.5%
3 Month 15.8%
6 Month -6.9%
1 Year 7.2%
3 Year 28%
5 Year 38.5%
10 Year
15 Year
Since launch 21.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 26.1%
2023 48.9%
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 178.41 Yr.
Kinjal Desai25 May 187.02 Yr.

Data below for Nippon India Small Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials22.85%
Consumer Cyclical14.12%
Financial Services13.91%
Basic Materials12.5%
Consumer Defensive9.15%
Health Care8.25%
Technology8.09%
Energy1.92%
Utility1.9%
Communication Services1.47%
Real Estate0.5%
Asset Allocation
Asset ClassValue
Cash5.34%
Equity94.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹1,280 Cr6,650,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
2%₹1,134 Cr1,851,010
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | DIXON
1%₹773 Cr470,144
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS
1%₹766 Cr4,472,130
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
1%₹724 Cr2,499,222
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹718 Cr9,100,000
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 590003
1%₹693 Cr31,784,062
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 500103
1%₹624 Cr27,500,000
Emami Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | 531162
1%₹623 Cr9,970,126
NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | NLCINDIA
1%₹619 Cr27,190,940

2. ICICI Prudential Infrastructure Fund

To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments.

ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 16.3% since its launch.  Ranked 27 in Sectoral category.  Return for 2024 was 27.4% , 2023 was 44.6% and 2022 was 28.8% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (06 Jun 25) ₹196.47 ↑ 1.77   (0.91 %)
Net Assets (Cr) ₹7,416 on 30 Apr 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio -0.12
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹18,721
31 May 22₹23,007
31 May 23₹29,843
31 May 24₹49,203
31 May 25₹53,203

ICICI Prudential Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹773,746.
Net Profit of ₹473,746
Invest Now

Returns for ICICI Prudential Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 9.2%
3 Month 15%
6 Month 0.8%
1 Year 10.1%
3 Year 33%
5 Year 38.2%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27.4%
2023 44.6%
2022 28.8%
2021 50.1%
2020 3.6%
2019 2.6%
2018 -14%
2017 40.8%
2016 2%
2015 -3.4%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 178 Yr.
Sharmila D’mello30 Jun 222.92 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials39.73%
Basic Materials18.96%
Financial Services14.34%
Utility8.93%
Energy6.65%
Real Estate2.45%
Communication Services1.71%
Consumer Cyclical0.89%
Asset Allocation
Asset ClassValue
Cash6.34%
Equity93.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
10%₹722 Cr2,160,204
↑ 220,204
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS
4%₹306 Cr2,515,859
↓ -121,785
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
4%₹265 Cr12,522,005
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE
3%₹234 Cr1,662,727
↑ 103,241
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
3%₹227 Cr6,400,000
↓ -600,000
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500387
3%₹224 Cr75,408
↓ -11,000
Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 500295
3%₹219 Cr5,223,662
↑ 500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
3%₹203 Cr1,425,000
↓ -175,000
CESC Ltd (Utilities)
Equity, Since 30 Jun 23 | CESC
3%₹191 Cr12,000,502
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL
2%₹185 Cr1,903,566

3. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.8% since its launch.  Ranked 27 in Mid Cap category.  Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (06 Jun 25) ₹101.035 ↑ 0.60   (0.60 %)
Net Assets (Cr) ₹27,780 on 30 Apr 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 0.38
Information Ratio 0.46
Alpha Ratio 8.89
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹17,139
31 May 22₹21,910
31 May 23₹27,996
31 May 24₹41,746
31 May 25₹49,975

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹738,840.
Net Profit of ₹438,840
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 6.5%
3 Month 11.8%
6 Month -10%
1 Year 16.3%
3 Year 32.8%
5 Year 36.9%
10 Year
15 Year
Since launch 22.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 57.1%
2023 41.7%
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Ajay Khandelwal1 Oct 240.66 Yr.
Niket Shah1 Jul 204.92 Yr.
Rakesh Shetty22 Nov 222.52 Yr.
Sunil Sawant1 Jul 240.92 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Apr 25

Equity Sector Allocation
SectorValue
Technology29.99%
Consumer Cyclical16.64%
Industrials14.58%
Health Care4.76%
Communication Services3.95%
Real Estate3.03%
Basic Materials2.07%
Utility0.35%
Financial Services0.09%
Asset Allocation
Asset ClassValue
Cash32.1%
Equity67.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹3,078 Cr3,600,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹2,960 Cr5,250,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
8%₹2,437 Cr43,490,250
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
5%₹1,498 Cr2,500,000
Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA
4%₹1,236 Cr6,750,000
↑ 250,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
4%₹1,227 Cr835,200
↑ 100,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | TRENT
4%₹1,210 Cr2,143,194
↑ 7,450
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 543396
4%₹1,149 Cr12,900,814
↑ 512,314
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH
4%₹1,122 Cr9,969,361
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
3%₹993 Cr2,750,000
↑ 50,000

4. L&T Emerging Businesses Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.

L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 21% since its launch.  Ranked 2 in Small Cap category.  Return for 2024 was 28.5% , 2023 was 46.1% and 2022 was 1% .

Below is the key information for L&T Emerging Businesses Fund

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (06 Jun 25) ₹82.2862 ↑ 0.99   (1.22 %)
Net Assets (Cr) ₹14,737 on 30 Apr 25
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.73
Sharpe Ratio -0.3
Information Ratio -0.1
Alpha Ratio -0.46
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹21,275
31 May 22₹25,707
31 May 23₹31,323
31 May 24₹46,528
31 May 25₹48,396

L&T Emerging Businesses Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906
Invest Now

Returns for L&T Emerging Businesses Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 13.8%
3 Month 17.2%
6 Month -9.9%
1 Year 5.2%
3 Year 24.5%
5 Year 35.8%
10 Year
15 Year
Since launch 21%
Historical performance (Yearly) on absolute basis
YearReturns
2024 28.5%
2023 46.1%
2022 1%
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 195.46 Yr.
Sonal Gupta1 Oct 231.67 Yr.

Data below for L&T Emerging Businesses Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials26.56%
Consumer Cyclical15.68%
Financial Services15.22%
Basic Materials10.89%
Technology9.44%
Health Care7.99%
Real Estate4.93%
Consumer Defensive4.43%
Energy0.97%
Asset Allocation
Asset ClassValue
Cash3.89%
Equity96.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
2%₹351 Cr3,518,200
↑ 72,900
Neuland Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | 524558
2%₹313 Cr261,377
↑ 261,377
Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 500040
2%₹306 Cr1,595,574
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | FEDERALBNK
2%₹306 Cr15,544,000
KFin Technologies Ltd (Technology)
Equity, Since 31 Aug 24 | KFINTECH
2%₹291 Cr2,429,736
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 24 | NAM-INDIA
2%₹284 Cr4,446,300
↑ 355,900
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX
2%₹279 Cr455,150
↑ 50,216
Cohance Lifesciences Ltd (Healthcare)
Equity, Since 31 Mar 20 | SUVENPHAR
2%₹261 Cr2,298,085
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | 590003
2%₹260 Cr11,912,400
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING
2%₹259 Cr2,566,200

5. HDFC Infrastructure Fund

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure.

HDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 10 Mar 08. It is a fund with High risk and has given a CAGR/Annualized return of since its launch.  Ranked 26 in Sectoral category.  Return for 2024 was 23% , 2023 was 55.4% and 2022 was 19.3% .

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund
Growth
Launch Date 10 Mar 08
NAV (06 Jun 25) ₹47.762 ↑ 0.17   (0.35 %)
Net Assets (Cr) ₹2,392 on 30 Apr 25
Category Equity - Sectoral
AMC HDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio -0.27
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹18,382
31 May 22₹20,960
31 May 23₹26,577
31 May 24₹47,409
31 May 25₹49,598

HDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906
Invest Now

Returns for HDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 7.8%
3 Month 16.5%
6 Month -1.5%
1 Year 7%
3 Year 33.8%
5 Year 35.7%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2024 23%
2023 55.4%
2022 19.3%
2021 43.2%
2020 -7.5%
2019 -3.4%
2018 -29%
2017 43.3%
2016 -1.9%
2015 -2.5%
Fund Manager information for HDFC Infrastructure Fund
NameSinceTenure
Srinivasan Ramamurthy12 Jan 241.38 Yr.
Dhruv Muchhal22 Jun 231.94 Yr.

Data below for HDFC Infrastructure Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials37.51%
Financial Services20.97%
Basic Materials11.02%
Utility7.56%
Energy6.75%
Communication Services4.01%
Real Estate2.2%
Health Care1.75%
Technology1.27%
Consumer Cyclical0.48%
Asset Allocation
Asset ClassValue
Cash6.48%
Equity93.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹186 Cr1,300,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK
6%₹135 Cr700,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
5%₹127 Cr380,000
J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL
4%₹94 Cr1,450,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO
3%₹79 Cr150,000
NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | 532555
3%₹78 Cr2,200,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL
3%₹74 Cr758,285
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE
3%₹70 Cr500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL
3%₹65 Cr350,000
Paradeep Phosphates Ltd (Basic Materials)
Equity, Since 31 May 22 | 543530
3%₹62 Cr4,300,000
↓ -400,000

Why taking a SIP route is a Smart Choice in High Risk Investments?

A Systematic Investment plan (SIP) is an efficient mode of investment in Mutual Funds, especially in equity funds. A SIP allows an investor to invest a fixed amount regularly in the scheme. One of the important benefits of SIPs is that it helps in the rupee cost averaging. When you invest regularly over a period of time, regardless of the market conditions, you would get more units when the market is low and less units when the market is high. This averages out the purchase cost of your Mutual Fund units.

The other benefit is the Power of Compounding. Your money starts compounding when you invest for a longer period. The accumulated corpus is re-invested in the market and you earn returns on the returns earned by your investment. This helps in building a large corpus that could help you achieve your long-term goals with regular small investments.

Some of the other advantages of a SIP are:

  • Minimum investment starts with INR 500
  • Builds habit of long-term savings
  • Reduces long-term risk
  • Helps in goal-wise investing

How to Invest inHigh Risk Mutual Funds?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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