+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 (%) 2024 (%) Franklin Build India Fund Growth ₹141.658
↑ 0.10 ₹3,036 -3.6 -0.3 10.1 26.7 25.9 3.7 Bandhan Infrastructure Fund Growth ₹45.809
↑ 0.18 ₹1,522 -9 -9.3 -0.7 24.1 24.8 -6.9 DSP India T.I.G.E.R Fund Growth ₹308.275
↑ 0.83 ₹5,323 -3.7 -1.8 7.7 24.8 26.2 -2.5 Nippon India Power and Infra Fund Growth ₹334.316
↑ 0.75 ₹7,117 -7 -2.8 5.4 25.6 26.1 -0.5 Kotak Infrastructure & Economic Reform Fund Growth ₹63.332
↑ 0.71 ₹2,353 -5.5 -3.5 3.8 20.3 24.6 -3.7 ICICI Prudential Infrastructure Fund Growth ₹192.2
↑ 0.86 ₹8,134 -4.9 -1.6 9.2 24.9 29.8 6.7 HDFC Infrastructure Fund Growth ₹46.464
↑ 0.05 ₹2,452 -5 -2.7 7.5 26 27.1 2.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jan 26 Research Highlights & Commentary of 7 Funds showcased
Commentary Franklin Build India Fund Bandhan Infrastructure Fund DSP India T.I.G.E.R Fund Nippon India Power and Infra Fund Kotak Infrastructure & Economic Reform Fund ICICI Prudential Infrastructure Fund HDFC Infrastructure Fund Point 1 Lower mid AUM (₹3,036 Cr). Bottom quartile AUM (₹1,522 Cr). Upper mid AUM (₹5,323 Cr). Upper mid AUM (₹7,117 Cr). Bottom quartile AUM (₹2,353 Cr). Highest AUM (₹8,134 Cr). Lower mid AUM (₹2,452 Cr). Point 2 Established history (16+ yrs). Established history (14+ yrs). Oldest track record among peers (21 yrs). Established history (21+ yrs). Established history (17+ yrs). Established history (20+ yrs). Established history (17+ 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: 25.93% (lower mid). 5Y return: 24.82% (bottom quartile). 5Y return: 26.18% (upper mid). 5Y return: 26.14% (lower mid). 5Y return: 24.59% (bottom quartile). 5Y return: 29.83% (top quartile). 5Y return: 27.14% (upper mid). Point 6 3Y return: 26.73% (top quartile). 3Y return: 24.09% (bottom quartile). 3Y return: 24.82% (lower mid). 3Y return: 25.57% (upper mid). 3Y return: 20.35% (bottom quartile). 3Y return: 24.88% (lower mid). 3Y return: 26.01% (upper mid). Point 7 1Y return: 10.10% (top quartile). 1Y return: -0.67% (bottom quartile). 1Y return: 7.68% (upper mid). 1Y return: 5.40% (lower mid). 1Y return: 3.82% (bottom quartile). 1Y return: 9.19% (upper mid). 1Y return: 7.46% (lower mid). Point 8 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: -15.06 (bottom quartile). Alpha: -18.36 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Point 9 Sharpe: -0.05 (upper mid). Sharpe: -0.43 (bottom quartile). Sharpe: -0.31 (bottom quartile). Sharpe: -0.20 (lower mid). Sharpe: -0.27 (lower mid). Sharpe: 0.12 (top quartile). Sharpe: -0.12 (upper mid). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.34 (top quartile). Information ratio: -0.25 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Franklin Build India Fund
Bandhan Infrastructure Fund
DSP India T.I.G.E.R Fund
Nippon India Power and Infra Fund
Kotak Infrastructure & Economic Reform Fund
ICICI Prudential Infrastructure Fund
HDFC Infrastructure Fund
All the funds mentioned above are ideal, we are giving you detailed analysis of 5 funds.
The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities. Below is the key information for Franklin Build India Fund Returns up to 1 year are on 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. Research Highlights for Bandhan Infrastructure Fund Below is the key information for Bandhan Infrastructure 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 (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 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 1. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (30 Jan 26) ₹141.658 ↑ 0.10 (0.07 %) Net Assets (Cr) ₹3,036 on 31 Dec 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.05 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 31 Jan 21 ₹10,000 31 Jan 22 ₹14,734 31 Jan 23 ₹15,797 31 Jan 24 ₹25,867 31 Jan 25 ₹29,250 31 Jan 26 ₹31,672 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jan 26 Duration Returns 1 Month -0.1% 3 Month -3.6% 6 Month -0.3% 1 Year 10.1% 3 Year 26.7% 5 Year 25.9% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.7% 2023 27.8% 2022 51.1% 2021 11.2% 2020 45.9% 2019 5.4% 2018 6% 2017 -10.7% 2016 43.3% 2015 8.4% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 4.21 Yr. Kiran Sebastian 7 Feb 22 3.9 Yr. Sandeep Manam 18 Oct 21 4.21 Yr. Data below for Franklin Build India Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Industrials 35% Financial Services 15.02% Utility 14.66% Energy 13.57% Communication Services 8.21% Basic Materials 5.21% Real Estate 2.63% Consumer Cyclical 1.58% Technology 1.15% Asset Allocation
Asset Class Value Cash 2.97% Equity 97.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT9% ₹272 Cr 665,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹188 Cr 1,200,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO5% ₹165 Cr 325,341
↑ 10,341 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003125% ₹164 Cr 6,825,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL5% ₹149 Cr 710,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK5% ₹149 Cr 1,500,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325555% ₹143 Cr 4,350,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹127 Cr 1,000,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN3% ₹98 Cr 1,000,000 GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 25 | 5321553% ₹96 Cr 5,600,000 2. Bandhan Infrastructure Fund
Bandhan Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (30 Jan 26) ₹45.809 ↑ 0.18 (0.39 %) Net Assets (Cr) ₹1,522 on 31 Dec 25 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.1 Sharpe Ratio -0.43 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 31 Jan 21 ₹10,000 31 Jan 22 ₹16,065 31 Jan 23 ₹16,188 31 Jan 24 ₹26,961 31 Jan 25 ₹31,172 31 Jan 26 ₹30,295 Returns for Bandhan Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jan 26 Duration Returns 1 Month -4.1% 3 Month -9% 6 Month -9.3% 1 Year -0.7% 3 Year 24.1% 5 Year 24.8% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -6.9% 2023 39.3% 2022 50.3% 2021 1.7% 2020 64.8% 2019 6.3% 2018 -5.3% 2017 -25.9% 2016 58.7% 2015 10.7% Fund Manager information for Bandhan Infrastructure Fund
Name Since Tenure Vishal Biraia 24 Jan 24 1.94 Yr. Ritika Behera 7 Oct 23 2.24 Yr. Gaurav Satra 7 Jun 24 1.57 Yr. Data below for Bandhan Infrastructure Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Industrials 54.05% Utility 12.45% Basic Materials 7.77% Communication Services 4.75% Energy 4.62% Technology 3.92% Financial Services 2.73% Health Care 2.55% Real Estate 1.33% Consumer Cyclical 0.65% Asset Allocation
Asset Class Value Cash 5.17% Equity 94.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT5% ₹82 Cr 201,193
↓ -2,857 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL5% ₹72 Cr 343,670
↓ -4,881 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE5% ₹70 Cr 447,851 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS4% ₹68 Cr 420,795
↓ -5,977 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 24 | INDIGO4% ₹60 Cr 118,992
↑ 29,641 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 5325384% ₹58 Cr 49,239 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL4% ₹56 Cr 1,396,506
↓ -19,837 GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA3% ₹53 Cr 4,733,244 Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT3% ₹44 Cr 451,235
↓ -6,409 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS3% ₹44 Cr 299,244
↓ -4,250 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 Jan 26) ₹308.275 ↑ 0.83 (0.27 %) Net Assets (Cr) ₹5,323 on 31 Dec 25 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio -0.31 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 31 Jan 21 ₹10,000 31 Jan 22 ₹15,028 31 Jan 23 ₹16,816 31 Jan 24 ₹26,495 31 Jan 25 ₹30,221 31 Jan 26 ₹31,981 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 Jan 26 Duration Returns 1 Month -0.6% 3 Month -3.7% 6 Month -1.8% 1 Year 7.7% 3 Year 24.8% 5 Year 26.2% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 -2.5% 2023 32.4% 2022 49% 2021 13.9% 2020 51.6% 2019 2.7% 2018 6.7% 2017 -17.2% 2016 47% 2015 4.1% Fund Manager information for DSP India T.I.G.E.R Fund
Name Since Tenure Rohit Singhania 21 Jun 10 15.54 Yr. Data below for DSP India T.I.G.E.R Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Industrials 30.1% Basic Materials 14.02% Financial Services 11.6% Utility 10.47% Consumer Cyclical 8.71% Energy 7.67% Health Care 5.45% Communication Services 3.33% Technology 1.7% Real Estate 1.7% Consumer Defensive 1.36% Asset Allocation
Asset Class Value Cash 3.89% Equity 96.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT5% ₹284 Cr 694,468
↓ -3,201 NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 5325554% ₹235 Cr 7,145,883 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP3% ₹173 Cr 245,928 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL3% ₹171 Cr 812,745
↑ 56,591 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX3% ₹152 Cr 136,165 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 25 | 5328983% ₹147 Cr 5,567,574 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG3% ₹141 Cr 1,154,264
↓ -258,148 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Oct 25 | HAL3% ₹134 Cr 305,098 Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA2% ₹133 Cr 3,321,453 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 24 | AMBER2% ₹126 Cr 197,265 4. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (30 Jan 26) ₹334.316 ↑ 0.75 (0.22 %) Net Assets (Cr) ₹7,117 on 31 Dec 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio -0.2 Information Ratio 0.34 Alpha Ratio -15.06 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 31 Jan 21 ₹10,000 31 Jan 22 ₹14,955 31 Jan 23 ₹16,453 31 Jan 24 ₹27,930 31 Jan 25 ₹30,936 31 Jan 26 ₹31,936 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 Jan 26 Duration Returns 1 Month -2.3% 3 Month -7% 6 Month -2.8% 1 Year 5.4% 3 Year 25.6% 5 Year 26.1% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.5% 2023 26.9% 2022 58% 2021 10.9% 2020 48.9% 2019 10.8% 2018 -2.9% 2017 -21.1% 2016 61.7% 2015 0.1% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 7.61 Yr. Rahul Modi 19 Aug 24 1.37 Yr. Lokesh Maru 5 Sep 25 0.32 Yr. Divya Sharma 5 Sep 25 0.32 Yr. Data below for Nippon India Power and Infra Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Industrials 32.98% Utility 23% Consumer Cyclical 10.79% Energy 10.36% Basic Materials 7.3% Technology 4.55% Communication Services 3.55% Financial Services 2.54% Real Estate 2.43% Health Care 2.08% Asset Allocation
Asset Class Value Cash 0.43% Equity 99.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE10% ₹715 Cr 4,550,000
↑ 125,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325558% ₹560 Cr 17,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT6% ₹435 Cr 1,064,337 Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | 5004004% ₹300 Cr 7,900,789 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL4% ₹253 Cr 1,200,000
↓ -900,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325383% ₹200 Cr 170,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | 5001033% ₹198 Cr 6,900,000
↓ -1,100,838 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | 5000933% ₹196 Cr 3,020,014 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 5004932% ₹173 Cr 1,179,635 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN2% ₹165 Cr 17,497,157
↑ 350,000 5. Kotak Infrastructure & Economic Reform Fund
Kotak Infrastructure & Economic Reform Fund
Growth Launch Date 25 Feb 08 NAV (30 Jan 26) ₹63.332 ↑ 0.71 (1.14 %) Net Assets (Cr) ₹2,353 on 31 Dec 25 Category Equity - Sectoral AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.27 Information Ratio -0.25 Alpha Ratio -18.36 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 31 Jan 21 ₹10,000 31 Jan 22 ₹15,429 31 Jan 23 ₹17,551 31 Jan 24 ₹25,679 31 Jan 25 ₹29,542 31 Jan 26 ₹30,021 Returns for Kotak Infrastructure & Economic Reform Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jan 26 Duration Returns 1 Month -2% 3 Month -5.5% 6 Month -3.5% 1 Year 3.8% 3 Year 20.3% 5 Year 24.6% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.7% 2023 32.4% 2022 37.3% 2021 15.6% 2020 57.3% 2019 3.4% 2018 3.6% 2017 -19.6% 2016 45.3% 2015 9.2% Fund Manager information for Kotak Infrastructure & Economic Reform Fund
Name Since Tenure Nalin Bhatt 1 Oct 23 2.25 Yr. Data below for Kotak Infrastructure & Economic Reform Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Industrials 48.41% Basic Materials 12.23% Communication Services 10.76% Consumer Cyclical 10.25% Energy 7.1% Financial Services 2.99% Utility 2.69% Technology 2.25% Real Estate 2.07% Health Care 0.77% Asset Allocation
Asset Class Value Cash 0.47% Equity 99.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT10% ₹228 Cr 558,000
↑ 99,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL7% ₹159 Cr 755,000
↓ -45,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 25 | RELIANCE6% ₹136 Cr 864,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jul 25 | 5348164% ₹94 Cr 2,250,000
↑ 360,000 VST Tillers Tractors Ltd (Industrials)
Equity, Since 30 Apr 24 | VSTTILLERS3% ₹82 Cr 130,659 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Aug 17 | KPIL3% ₹76 Cr 630,000 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 11 | 5003873% ₹72 Cr 27,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | 5325383% ₹71 Cr 60,000 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 15 | SOLARINDS3% ₹66 Cr 54,000 Cummins India Ltd (Industrials)
Equity, Since 30 Sep 12 | 5004803% ₹65 Cr 145,800
↓ -14,200
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 Franklin Build India Fund