+91-22-489139097 Best Performing Infrastructure Mutual Funds 2026 – 2027
With India’s rising Capital Expenditure and renewed private participation, the infrastructure sector is once again attracting strong investor attention. From green energy and transport corridors to digital connectivity, the next wave of growth is expected to come from infrastructure-linked companies — making these funds an exciting long-term theme.
The infrastructure story of India has always been a symbol of growth and resilience. From highways and power grids to airports and digital networks, every milestone has strengthened the country’s economic foundations.
Over the past decade, infrastructure as a theme has played a pivotal role in India’s development narrative. A major boost came when the government intensified its focus on connectivity, smart cities, logistics, renewable energy, and affordable housing.
This renewed focus has translated into higher capital expenditure, stronger investor confidence, and steady performance among infrastructure-linked companies. No wonder, infrastructure Mutual Funds are once again in the spotlight for long-term investors.
What are Infrastructure Mutual Funds?
Infrastructure mutual funds are sectoral Equity Funds that invest primarily in companies engaged in the development, construction, and operation of infrastructure projects.
These may include businesses in -
- Power and energy
- Metals and mining
- Construction and Real Estate
- Logistics and transportation
- Telecom and utilities
Because they are sector-specific, their returns are directly linked to how well India’s infrastructure sector performs.
💡 Example - When the government increases capital spending on roads and railways, stocks of construction, cement, and steel companies often see a rally — which benefits infrastructure funds.
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Why Infrastructure Funds Are in the Spotlight
Strong Government Push - Increased capital expenditure on transport, energy, and logistics networks.
Private Participation - Growing PPP (Public-Private Partnership) projects across highways, ports, and airports.
Rising Urbanisation - Demand for housing, power, and smart infrastructure is rising rapidly.
Long-Term Growth Theme - India’s GDP expansion is directly tied to infrastructure capacity.
As a result, many top-performing infrastructure funds have delivered strong double-digit returns in the recent past.
Fund selection Methodology used to Select 8 Best Gold Funds
7 Best Infrastructure Sector Funds in India FY 26 - 27
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Bandhan Infrastructure Fund Growth ₹45.517
↓ -0.26 ₹1,393 -7.4 -6.5 -9.6 12.9 13.4 -6.9 Franklin Build India Fund Growth ₹132.556
↓ -0.38 ₹3,024 -7.6 -10.1 -9.8 13.4 15.3 3.7 DSP India T.I.G.E.R Fund Growth ₹330.908
↓ -2.03 ₹6,265 -7.3 -3.8 3.3 17.7 18.4 -2.5 Kotak Infrastructure & Economic Reform Fund Growth ₹65.918
↓ -0.83 ₹2,334 -3.8 -1.9 -1.7 13.6 15.2 -3.7 Nippon India Power and Infra Fund Growth ₹348.739
↓ -4.34 ₹7,867 -7.6 -8 -3 15.4 17.5 -0.5 Aditya Birla Sun Life Infrastructure Fund Growth ₹102.84
↓ -0.85 ₹1,220 -3.3 1.1 5.7 15.6 15.8 0.7 TATA Infrastructure Fund Growth ₹166.878
↓ -1.72 ₹1,982 -7.7 -5.5 -3.4 10.2 13.2 -7.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Oct 26 Research Highlights & Commentary of 7 Funds showcased
Commentary Bandhan Infrastructure Fund Franklin Build India Fund DSP India T.I.G.E.R Fund Kotak Infrastructure & Economic Reform Fund Nippon India Power and Infra Fund Aditya Birla Sun Life Infrastructure Fund TATA Infrastructure Fund Point 1 Bottom quartile AUM (₹1,393 Cr). Upper mid AUM (₹3,024 Cr). Upper mid AUM (₹6,265 Cr). Lower mid AUM (₹2,334 Cr). Highest AUM (₹7,867 Cr). Bottom quartile AUM (₹1,220 Cr). Lower mid AUM (₹1,982 Cr). Point 2 Established history (15+ yrs). Established history (17+ yrs). Oldest track record among peers (22 yrs). Established history (18+ yrs). Established history (22+ yrs). Established history (20+ yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 13.41% (bottom quartile). 5Y return: 15.28% (lower mid). 5Y return: 18.36% (top quartile). 5Y return: 15.23% (lower mid). 5Y return: 17.48% (upper mid). 5Y return: 15.83% (upper mid). 5Y return: 13.24% (bottom quartile). Point 6 3Y return: 12.89% (bottom quartile). 3Y return: 13.37% (lower mid). 3Y return: 17.70% (top quartile). 3Y return: 13.60% (lower mid). 3Y return: 15.44% (upper mid). 3Y return: 15.62% (upper mid). 3Y return: 10.25% (bottom quartile). Point 7 1Y return: -9.62% (bottom quartile). 1Y return: -9.79% (bottom quartile). 1Y return: 3.33% (upper mid). 1Y return: -1.65% (upper mid). 1Y return: -3.00% (lower mid). 1Y return: 5.75% (top quartile). 1Y return: -3.42% (lower mid). Point 8 Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 10.70 (upper mid). Alpha: 9.86 (upper mid). Alpha: 15.62 (top quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: -0.25 (bottom quartile). Sharpe: -0.35 (bottom quartile). Sharpe: 0.38 (upper mid). Sharpe: 0.18 (upper mid). Sharpe: 0.16 (lower mid). Sharpe: 0.41 (top quartile). Sharpe: 0.05 (lower mid). Point 10 Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.14 (upper mid). Information ratio: 0.45 (top quartile). Information ratio: 0.29 (upper mid). Information ratio: 0.00 (bottom quartile). Bandhan Infrastructure Fund
Franklin Build India Fund
DSP India T.I.G.E.R Fund
Kotak Infrastructure & Economic Reform Fund
Nippon India Power and Infra Fund
Aditya Birla Sun Life Infrastructure Fund
TATA Infrastructure Fund
All the funds mentioned above are ideal, we are giving you detailed analysis of 5 funds.
The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized. Below is the key information for Bandhan Infrastructure Fund Returns up to 1 year are on The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities. Research Highlights for Franklin Build India Fund Below is the key information for Franklin Build India Fund Returns up to 1 year are on To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector. Research Highlights for DSP India T.I.G.E.R Fund Below is the key information for DSP India T.I.G.E.R Fund Returns up to 1 year are on The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly (at least 65%) equity and equity-related securities of companies involved in economic development of India as a result of potential investments in infrastructure and unfolding economic reforms. Research Highlights for Kotak Infrastructure & Economic Reform Fund Below is the key information for Kotak Infrastructure & Economic Reform Fund Returns up to 1 year are on (Erstwhile Reliance Diversified Power Sector Fund) The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector. Research Highlights for Nippon India Power and Infra Fund Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on 1. Bandhan Infrastructure Fund
Bandhan Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (30 Oct 26) ₹45.517 ↓ -0.26 (-0.56 %) Net Assets (Cr) ₹1,393 on 30 Sep 26 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.11 Sharpe Ratio -0.25 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,250 30 Sep 23 ₹13,814 30 Sep 24 ₹23,807 30 Sep 25 ₹20,793 30 Sep 26 ₹20,157 Returns for Bandhan Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -4.3% 3 Month -7.4% 6 Month -6.5% 1 Year -9.6% 3 Year 12.9% 5 Year 13.4% 10 Year 15 Year Since launch 10.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 -6.9% 2024 39.3% 2023 50.3% 2022 1.7% 2021 64.8% 2020 6.3% 2019 -5.3% 2018 -25.9% 2017 58.7% 2016 10.7% Fund Manager information for Bandhan Infrastructure Fund
Name Since Tenure Vishal Biraia 24 Jan 24 2.69 Yr. Ritika Behera 7 Oct 23 2.99 Yr. Gaurav Satra 7 Jun 24 2.32 Yr. Data below for Bandhan Infrastructure Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 51.75% Utility 18.45% Basic Materials 8.07% Energy 5.86% Technology 4.61% Communication Services 3.79% Financial Services 3.37% Health Care 2.38% Consumer Cyclical 0.85% Asset Allocation
Asset Class Value Cash 0.6% Equity 99.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT6% ₹82 Cr 218,018 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS5% ₹68 Cr 381,585 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE5% ₹64 Cr 539,669 GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA4% ₹56 Cr 4,733,244 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS4% ₹55 Cr 306,661 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 24 | INDIGO4% ₹54 Cr 107,354
↓ -1,084 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 5325384% ₹53 Cr 48,515 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL4% ₹53 Cr 300,878 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL4% ₹51 Cr 1,307,748
↓ -1,088 Azad Engineering Ltd (Industrials)
Equity, Since 31 Dec 23 | AZAD4% ₹49 Cr 164,569
↓ -1,662 2. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (30 Oct 26) ₹132.556 ↓ -0.38 (-0.29 %) Net Assets (Cr) ₹3,024 on 30 Sep 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.35 Information Ratio 0 Alpha Ratio 0 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.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,454 30 Sep 23 ₹14,537 30 Sep 24 ₹23,003 30 Sep 25 ₹21,861 30 Sep 26 ₹21,275 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -2.8% 3 Month -7.6% 6 Month -10.1% 1 Year -9.8% 3 Year 13.4% 5 Year 15.3% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.7% 2024 27.8% 2023 51.1% 2022 11.2% 2021 45.9% 2020 5.4% 2019 6% 2018 -10.7% 2017 43.3% 2016 8.4% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 4.96 Yr. Kiran Sebastian 7 Feb 22 4.65 Yr. Sandeep Manam 18 Oct 21 4.96 Yr. Data below for Franklin Build India Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 48.96% Utility 15.97% Financial Services 9.03% Energy 7.26% Communication Services 4.13% Basic Materials 2.9% Real Estate 2.21% Technology 2.09% Consumer Cyclical 1.74% Asset Allocation
Asset Class Value Cash 5.71% Equity 94.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT9% ₹273 Cr 725,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO7% ₹212 Cr 425,597 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Sep 26 | ADANIPORTS5% ₹139 Cr 775,000
↑ 775,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325554% ₹136 Cr 4,200,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL4% ₹125 Cr 710,000 Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 25 | 5004004% ₹111 Cr 3,100,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE3% ₹95 Cr 800,000
↓ -375,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 28 Feb 26 | HAL3% ₹94 Cr 202,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK3% ₹94 Cr 1,325,000
↓ -400,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322153% ₹92 Cr 750,000
↓ -250,000 3. DSP India T.I.G.E.R Fund
DSP India T.I.G.E.R Fund
Growth Launch Date 11 Jun 04 NAV (30 Oct 26) ₹330.908 ↓ -2.03 (-0.61 %) Net Assets (Cr) ₹6,265 on 30 Sep 26 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.38 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,803 30 Sep 23 ₹14,864 30 Sep 24 ₹24,412 30 Sep 25 ₹21,759 30 Sep 26 ₹24,380 Returns for DSP India T.I.G.E.R Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -4.9% 3 Month -7.3% 6 Month -3.8% 1 Year 3.3% 3 Year 17.7% 5 Year 18.4% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 -2.5% 2024 32.4% 2023 49% 2022 13.9% 2021 51.6% 2020 2.7% 2019 6.7% 2018 -17.2% 2017 47% 2016 4.1% Fund Manager information for DSP India T.I.G.E.R Fund
Name Since Tenure Rohit Singhania 21 Jun 10 16.29 Yr. Data below for DSP India T.I.G.E.R Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 28.22% Energy 14.19% Basic Materials 11.57% Financial Services 10.44% Utility 9.35% Consumer Cyclical 4.77% Health Care 2.94% Communication Services 2.84% Real Estate 1.52% Technology 0.96% Consumer Defensive 0.15% Asset Allocation
Asset Class Value Cash 8% Equity 92% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE6% ₹402 Cr 3,388,108 Nifty Oct26
- | -5% ₹316 Cr 139,165
↑ 139,165 NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 5325555% ₹299 Cr 9,249,176 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT4% ₹267 Cr 709,133 Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA3% ₹191 Cr 4,501,439
↑ 1,149,141 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Mar 24 | 5003123% ₹185 Cr 8,196,206
↑ 2,307,764 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL3% ₹178 Cr 1,011,761 Bharat Electronics Ltd (Industrials)
Equity, Since 31 May 26 | BEL3% ₹158 Cr 4,081,390 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Oct 25 | HAL2% ₹152 Cr 324,769 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG2% ₹141 Cr 611,976 4. Kotak Infrastructure & Economic Reform Fund
Kotak Infrastructure & Economic Reform Fund
Growth Launch Date 25 Feb 08 NAV (30 Oct 26) ₹65.918 ↓ -0.83 (-1.24 %) Net Assets (Cr) ₹2,334 on 30 Sep 26 Category Equity - Sectoral AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio 0.18 Information Ratio 0.14 Alpha Ratio 10.7 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹11,139 30 Sep 23 ₹14,290 30 Sep 24 ₹22,439 30 Sep 25 ₹19,881 30 Sep 26 ₹21,350 Returns for Kotak Infrastructure & Economic Reform Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -4.1% 3 Month -3.8% 6 Month -1.9% 1 Year -1.7% 3 Year 13.6% 5 Year 15.2% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.7% 2024 32.4% 2023 37.3% 2022 15.6% 2021 57.3% 2020 3.4% 2019 3.6% 2018 -19.6% 2017 45.3% 2016 9.2% Fund Manager information for Kotak Infrastructure & Economic Reform Fund
Name Since Tenure Nalin Bhatt 1 Oct 23 3 Yr. Data below for Kotak Infrastructure & Economic Reform Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 49.65% Basic Materials 11.1% Communication Services 11.05% Energy 8.19% Consumer Cyclical 7.44% Technology 3.16% Financial Services 2.9% Real Estate 2.65% Utility 1.47% Health Care 1.06% Asset Allocation
Asset Class Value Cash 1.32% Equity 98.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT9% ₹203 Cr 540,000
↓ -30,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL7% ₹174 Cr 990,000
↓ -90,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 25 | RELIANCE7% ₹171 Cr 1,440,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Aug 17 | KPIL4% ₹87 Cr 630,000 Engineers India Ltd (Industrials)
Equity, Since 30 Apr 25 | 5321784% ₹87 Cr 2,800,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jul 25 | 5348164% ₹84 Cr 2,250,000 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 15 | SOLARINDS3% ₹71 Cr 36,000
↓ -18,000 Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Oct 16 | 5002333% ₹67 Cr 540,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | 5325383% ₹66 Cr 60,000 Mahindra Logistics Ltd (Industrials)
Equity, Since 31 Jan 24 | MAHLOG3% ₹62 Cr 1,422,000 5. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (30 Oct 26) ₹348.739 ↓ -4.34 (-1.23 %) Net Assets (Cr) ₹7,867 on 30 Sep 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.84 Sharpe Ratio 0.16 Information Ratio 0.45 Alpha Ratio 9.86 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.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,577 30 Sep 23 ₹15,028 30 Sep 24 ₹24,578 30 Sep 25 ₹22,234 30 Sep 26 ₹23,786 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -5.3% 3 Month -7.6% 6 Month -8% 1 Year -3% 3 Year 15.4% 5 Year 17.5% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 -0.5% 2024 26.9% 2023 58% 2022 10.9% 2021 48.9% 2020 10.8% 2019 -2.9% 2018 -21.1% 2017 61.7% 2016 0.1% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 8.36 Yr. Rahul Modi 19 Aug 24 2.12 Yr. Amber Singhania 11 Mar 26 0.56 Yr. Data below for Nippon India Power and Infra Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 37.65% Utility 20.63% Consumer Cyclical 10.81% Energy 7.72% Basic Materials 6.67% Financial Services 6.2% Technology 3.75% Communication Services 2.71% Real Estate 1.81% Health Care 1.4% Asset Allocation
Asset Class Value Cash 0.65% Equity 99.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE7% ₹553 Cr 4,660,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT5% ₹419 Cr 1,114,337
↓ -230,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325555% ₹407 Cr 12,600,000 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN4% ₹337 Cr 36,129,939
↑ 1,344,332 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | 5001033% ₹266 Cr 6,400,000 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 24 | 5328103% ₹214 Cr 6,578,001
↑ 1,778,001 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV2% ₹188 Cr 1,501,545 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL2% ₹181 Cr 1,030,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 20 | HAL2% ₹173 Cr 370,189
↓ -21,811 ACME Solar Holdings Ltd (Utilities)
Equity, Since 30 Nov 24 | ACMESOLAR2% ₹171 Cr 3,903,770
Note: Always review the fund’s performance over multiple timeframes — 1 year, 3 years, and 5 years — to assess consistency.
How to Pick Best Infrastructure Funds to Invest
Some of the important parameters to choose a right infrastructure fund are:
1. Performance Consistency
Choose funds that have consistently outperformed their benchmark indices (like Nifty Infrastructure Index) across at least 4–5 years. Avoid being swayed by short-term returns.
2. Fund Size (AUM)
An ideal AUM should be neither too small nor too large. A mid-sized fund often allows better flexibility and liquidity.
3. Fund House & Manager Track Record
The experience of the fund manager and the credibility of the AMC matter greatly. Review how their other funds have performed in volatile markets.
4. Investment Horizon
Since infrastructure is a cyclical sector, investors should have a long-term horizon (ideally 5+ years) to ride out short-term Volatility.
5. Risk Profile
These are high-risk, high-reward investments. Investors with moderate-to-high risk tolerance and knowledge of equity markets are better suited for them.
Key Government Initiatives Supporting Infrastructure Growth
India has outlined several long-term initiatives to boost its infrastructure ecosystem. Some of the key focus areas include:
National Infrastructure Pipeline (NIP) - A multi-trillion rupee plan to strengthen core infrastructure projects across the nation.
PM Gati Shakti - A unified platform to coordinate infrastructure development across ministries for faster execution.
Smart Cities Mission - Urban renewal and retrofitting initiatives for sustainable city development.
Affordable Housing and Power for All - Continued emphasis on housing, roads, and electrification.
Renewable Energy Expansion - Focus on solar, wind, and green hydrogen infrastructure.
Together, these initiatives aim to build the backbone for India’s economic growth in the decades ahead.
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Should You Invest in Infrastructure Funds?
✅ Ideal For:
- Long-term investors (5+ years)
- Those who believe in India’s infrastructure growth story
- Investors seeking thematic exposure within their diversified Portfolio
🚫 Avoid If:
- You prefer short-term returns
- You have low risk tolerance
- You don’t track sectoral developments
Pro Tip - Limit exposure to 10–15% of your total equity portfolio to manage sector risk effectively.
How to Invest in Infrastructure Funds?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
FAQs on Infrastructure Funds
1. Are infrastructure funds suitable for beginners?
A: Not ideally. These funds are best for investors who understand equity market cycles and can stay invested long term.
2. How are infrastructure funds taxed?
A: They are treated like equity funds — short-term gains (less than 1 year) are taxed at 15%, and long-term gains (above ₹1 lakh) are taxed at 10%.
3. How much should I invest in this theme?
A: Generally, not more than 10–15% of your total equity portfolio.
4. What is the benchmark index for these funds?
A: Most funds track the Nifty Infrastructure Index or S&P BSE India Infrastructure Index.
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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Research Highlights for Bandhan Infrastructure Fund