+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 ₹145.245
↓ -0.13 ₹3,256 -2.9 -0.6 3.7 19.1 19.5 3.7 Bandhan Infrastructure Fund Growth ₹50.117
↑ 0.07 ₹1,545 0.9 6.5 1.2 17 16.4 -6.9 DSP India T.I.G.E.R Fund Growth ₹364.802
↑ 1.07 ₹6,264 3.3 15.5 18.3 22.2 21.9 -2.5 Nippon India Power and Infra Fund Growth ₹389.061
↑ 1.51 ₹8,043 0.2 13.1 15 21.2 22.4 -0.5 Kotak Infrastructure & Economic Reform Fund Growth ₹70.451
↓ -0.04 ₹2,447 3.4 9.4 10.4 16.2 18.7 -3.7 Aditya Birla Sun Life Infrastructure Fund Growth ₹109.4
↑ 0.37 ₹1,234 5.6 15.2 16.6 18.7 18.1 0.7 Invesco India Infrastructure Fund Growth ₹69.37
↓ -0.17 ₹1,568 4.7 18 10 21.4 19.3 -7.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 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 Aditya Birla Sun Life Infrastructure Fund Invesco India Infrastructure Fund Point 1 Upper mid AUM (₹3,256 Cr). Bottom quartile AUM (₹1,545 Cr). Upper mid AUM (₹6,264 Cr). Highest AUM (₹8,043 Cr). Lower mid AUM (₹2,447 Cr). Bottom quartile AUM (₹1,234 Cr). Lower mid AUM (₹1,568 Cr). Point 2 Established history (16+ yrs). Established history (15+ yrs). Oldest track record among peers (22 yrs). Established history (22+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (18+ 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: 19.51% (upper mid). 5Y return: 16.40% (bottom quartile). 5Y return: 21.94% (upper mid). 5Y return: 22.38% (top quartile). 5Y return: 18.66% (lower mid). 5Y return: 18.10% (bottom quartile). 5Y return: 19.32% (lower mid). Point 6 3Y return: 19.14% (lower mid). 3Y return: 16.96% (bottom quartile). 3Y return: 22.19% (top quartile). 3Y return: 21.18% (upper mid). 3Y return: 16.16% (bottom quartile). 3Y return: 18.72% (lower mid). 3Y return: 21.36% (upper mid). Point 7 1Y return: 3.72% (bottom quartile). 1Y return: 1.18% (bottom quartile). 1Y return: 18.30% (top quartile). 1Y return: 14.97% (upper mid). 1Y return: 10.41% (lower mid). 1Y return: 16.62% (upper mid). 1Y return: 9.99% (lower mid). Point 8 Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 8.81 (upper mid). Alpha: 4.45 (upper mid). Alpha: 11.01 (top quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: -0.04 (bottom quartile). Sharpe: -0.25 (bottom quartile). Sharpe: 0.44 (top quartile). Sharpe: 0.24 (upper mid). Sharpe: 0.03 (lower mid). Sharpe: 0.33 (upper mid). Sharpe: 0.12 (lower mid). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: 0.56 (top quartile). Information ratio: -0.14 (bottom quartile). Information ratio: 0.17 (upper 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
Aditya Birla Sun Life Infrastructure Fund
Invesco India 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 (07 Aug 26) ₹145.245 ↓ -0.13 (-0.09 %) Net Assets (Cr) ₹3,256 on 30 Jun 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.04 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 Jul 21 ₹10,000 31 Jul 22 ₹10,937 31 Jul 23 ₹14,923 31 Jul 24 ₹25,030 31 Jul 25 ₹24,095 31 Jul 26 ₹24,551 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Aug 26 Duration Returns 1 Month -1.5% 3 Month -2.9% 6 Month -0.6% 1 Year 3.7% 3 Year 19.1% 5 Year 19.5% 10 Year 15 Year Since launch 17.1% 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 4.79 Yr. Kiran Sebastian 7 Feb 22 4.48 Yr. Sandeep Manam 18 Oct 21 4.79 Yr. Data below for Franklin Build India Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Industrials 39.49% Utility 16.59% Financial Services 13.87% Energy 11.35% Basic Materials 5.96% Communication Services 4.95% Real Estate 2.32% Technology 1.24% Consumer Cyclical 1.16% Asset Allocation
Asset Class Value Cash 3.07% Equity 96.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT9% ₹300 Cr 725,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO7% ₹225 Cr 420,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE5% ₹168 Cr 1,300,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325555% ₹164 Cr 4,600,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003125% ₹160 Cr 6,825,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹135 Cr 1,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL4% ₹131 Cr 710,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK4% ₹130 Cr 1,625,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 5328984% ₹125 Cr 4,350,000 Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 25 | 5004004% ₹120 Cr 3,100,000 2. Bandhan Infrastructure Fund
Bandhan Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (07 Aug 26) ₹50.117 ↑ 0.07 (0.13 %) Net Assets (Cr) ₹1,545 on 30 Jun 26 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.1 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 31 Jul 21 ₹10,000 31 Jul 22 ₹9,965 31 Jul 23 ₹13,634 31 Jul 24 ₹24,906 31 Jul 25 ₹21,737 31 Jul 26 ₹21,407 Returns for Bandhan Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Aug 26 Duration Returns 1 Month -0.1% 3 Month 0.9% 6 Month 6.5% 1 Year 1.2% 3 Year 17% 5 Year 16.4% 10 Year 15 Year Since launch 11% 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 2.52 Yr. Ritika Behera 7 Oct 23 2.82 Yr. Gaurav Satra 7 Jun 24 2.15 Yr. Data below for Bandhan Infrastructure Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Industrials 53.02% Utility 16.03% Basic Materials 8.02% Energy 4.52% Communication Services 4.06% Technology 3.79% Financial Services 3.2% Health Care 2.58% Real Estate 1.01% Consumer Cyclical 0.7% Asset Allocation
Asset Class Value Cash 3.07% Equity 96.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT6% ₹90 Cr 217,318
↓ -2,195 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS5% ₹79 Cr 384,441
↓ -26,105 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE5% ₹70 Cr 539,669
↑ 3,000 GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA4% ₹63 Cr 4,733,244 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL4% ₹63 Cr 338,533
↓ -3,419 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 24 | INDIGO4% ₹61 Cr 113,194
↓ -1,143 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS4% ₹57 Cr 315,614
↓ -3,188 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL4% ₹55 Cr 1,342,120
↓ -13,556 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 5325383% ₹53 Cr 47,330 Adani Energy Solutions Ltd (Utilities)
Equity, Since 31 Aug 24 | ADANIENSOL3% ₹47 Cr 314,814 3. DSP India T.I.G.E.R Fund
DSP India T.I.G.E.R Fund
Growth Launch Date 11 Jun 04 NAV (07 Aug 26) ₹364.802 ↑ 1.07 (0.30 %) Net Assets (Cr) ₹6,264 on 30 Jun 26 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.44 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 Jul 21 ₹10,000 31 Jul 22 ₹10,886 31 Jul 23 ₹14,928 31 Jul 24 ₹25,470 31 Jul 25 ₹23,115 31 Jul 26 ₹26,604 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 7 Aug 26 Duration Returns 1 Month 1.2% 3 Month 3.3% 6 Month 15.5% 1 Year 18.3% 3 Year 22.2% 5 Year 21.9% 10 Year 15 Year Since launch 17.6% 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 16.12 Yr. Data below for DSP India T.I.G.E.R Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Industrials 29.71% Basic Materials 11.64% Energy 11.48% Utility 10.31% Financial Services 8.09% Health Care 5.66% Consumer Cyclical 5.47% Communication Services 2.51% Real Estate 1.52% Technology 1.11% Consumer Defensive 0.76% Asset Allocation
Asset Class Value Cash 7.68% Equity 92.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE6% ₹391 Cr 3,020,622
↑ 1,036,807 NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 5325555% ₹330 Cr 9,249,176
↑ 2,815,428 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP4% ₹262 Cr 301,630 Nifty Jul26
- | -4% ₹250 Cr 104,260
↑ 104,260 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT4% ₹244 Cr 588,665 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Oct 25 | HAL3% ₹186 Cr 423,779
↑ 118,681 Bharat Electronics Ltd (Industrials)
Equity, Since 31 May 26 | BEL3% ₹168 Cr 4,081,390
↑ 1,236,361 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL3% ₹157 Cr 849,969 INOX India Ltd (Industrials)
Equity, Since 31 Dec 23 | INOXINDIA2% ₹152 Cr 774,594
↓ -156,835 Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA2% ₹147 Cr 3,352,298 4. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (07 Aug 26) ₹389.061 ↑ 1.51 (0.39 %) Net Assets (Cr) ₹8,043 on 30 Jun 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio 0.24 Information Ratio 0.56 Alpha Ratio 8.81 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 Jul 21 ₹10,000 31 Jul 22 ₹10,666 31 Jul 23 ₹15,659 31 Jul 24 ₹26,918 31 Jul 25 ₹24,246 31 Jul 26 ₹27,001 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Aug 26 Duration Returns 1 Month 2.5% 3 Month 0.2% 6 Month 13.1% 1 Year 15% 3 Year 21.2% 5 Year 22.4% 10 Year 15 Year Since launch 17.9% 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 8.19 Yr. Rahul Modi 19 Aug 24 1.95 Yr. Amber Singhania 11 Mar 26 0.39 Yr. Data below for Nippon India Power and Infra Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Industrials 36.61% Utility 20.76% Consumer Cyclical 12.72% Energy 9.02% Basic Materials 7.09% Financial Services 3.86% Technology 3.69% Communication Services 2.37% Real Estate 1.54% Health Care 1.47% Asset Allocation
Asset Class Value Cash 0.86% Equity 99.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE7% ₹603 Cr 4,660,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT7% ₹579 Cr 1,396,958
↑ 30,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325556% ₹449 Cr 12,600,000 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN4% ₹284 Cr 29,697,646
↑ 1,103,062 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | 5001033% ₹253 Cr 6,100,000
↑ 300,000 Triveni Turbine Ltd (Industrials)
Equity, Since 30 Jun 25 | 5336553% ₹211 Cr 3,053,288
↓ -140,000 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 24 | 5328103% ₹204 Cr 4,800,000
↑ 180,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL2% ₹191 Cr 1,030,000 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV2% ₹177 Cr 1,501,545 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 20 | HAL2% ₹172 Cr 392,000 5. Kotak Infrastructure & Economic Reform Fund
Kotak Infrastructure & Economic Reform Fund
Growth Launch Date 25 Feb 08 NAV (07 Aug 26) ₹70.451 ↓ -0.04 (-0.05 %) Net Assets (Cr) ₹2,447 on 30 Jun 26 Category Equity - Sectoral AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio 0.03 Information Ratio -0.14 Alpha Ratio 4.45 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 Jul 21 ₹10,000 31 Jul 22 ₹11,438 31 Jul 23 ₹15,378 31 Jul 24 ₹24,565 31 Jul 25 ₹22,076 31 Jul 26 ₹23,452 Returns for Kotak Infrastructure & Economic Reform Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Aug 26 Duration Returns 1 Month 1.9% 3 Month 3.4% 6 Month 9.4% 1 Year 10.4% 3 Year 16.2% 5 Year 18.7% 10 Year 15 Year Since launch 11.2% 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 2.84 Yr. Data below for Kotak Infrastructure & Economic Reform Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Industrials 49.36% Basic Materials 12.28% Energy 9.31% Communication Services 8.71% Consumer Cyclical 8.26% Technology 3.88% Financial Services 3.17% Real Estate 1.74% Health Care 1.51% Utility 1.51% Asset Allocation
Asset Class Value Cash 0.27% Equity 99.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT12% ₹289 Cr 696,725
↑ 89,725 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 25 | RELIANCE8% ₹186 Cr 1,440,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL5% ₹125 Cr 675,000 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 15 | SOLARINDS4% ₹101 Cr 54,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jul 25 | 5348164% ₹88 Cr 2,250,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Aug 17 | KPIL4% ₹86 Cr 630,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | 5325383% ₹68 Cr 60,000 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 11 | 5003873% ₹61 Cr 24,300 VST Tillers Tractors Ltd (Industrials)
Equity, Since 30 Apr 24 | VSTTILLERS2% ₹58 Cr 129,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Sep 21 | INDIGO2% ₹58 Cr 108,000
↑ 27,000
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