+91-22-489139097 Best Performing Infrastructure Mutual Funds 2025 – 2026
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 25 - 26
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Franklin Build India Fund Growth ₹144.869
↓ -0.74 ₹3,088 4.9 4.7 2.6 25.6 29.3 27.8 Bandhan Infrastructure Fund Growth ₹48.933
↓ -0.13 ₹1,625 0.5 -3.1 -5.6 24.8 29.1 39.3 Nippon India Power and Infra Fund Growth ₹349.423
↓ -1.33 ₹7,530 4.6 1.6 -0.8 25.2 29.1 26.9 Kotak Infrastructure & Economic Reform Fund Growth ₹65.68
↓ -0.30 ₹2,425 3.2 1.2 -2 20.4 27.8 32.4 DSP India T.I.G.E.R Fund Growth ₹316.334
↓ -1.34 ₹5,506 3.3 2.8 -3.4 24.3 29.2 32.4 ICICI Prudential Infrastructure Fund Growth ₹197.79
↓ -0.80 ₹8,232 4.1 2.6 5.5 25.5 33.3 27.4 UTI Infrastructure Fund Growth ₹144.378
↓ -0.58 ₹2,221 5.4 3.3 4.6 18.8 22.8 18.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Nov 25 Research Highlights & Commentary of 7 Funds showcased
Commentary Franklin Build India Fund Bandhan Infrastructure Fund Nippon India Power and Infra Fund Kotak Infrastructure & Economic Reform Fund DSP India T.I.G.E.R Fund ICICI Prudential Infrastructure Fund UTI Infrastructure Fund Point 1 Lower mid AUM (₹3,088 Cr). Bottom quartile AUM (₹1,625 Cr). Upper mid AUM (₹7,530 Cr). Lower mid AUM (₹2,425 Cr). Upper mid AUM (₹5,506 Cr). Highest AUM (₹8,232 Cr). Bottom quartile AUM (₹2,221 Cr). Point 2 Established history (16+ yrs). Established history (14+ yrs). Oldest track record among peers (21 yrs). Established history (17+ yrs). Established history (21+ 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: 29.30% (upper mid). 5Y return: 29.13% (lower mid). 5Y return: 29.09% (lower mid). 5Y return: 27.79% (bottom quartile). 5Y return: 29.16% (upper mid). 5Y return: 33.30% (top quartile). 5Y return: 22.81% (bottom quartile). Point 6 3Y return: 25.58% (top quartile). 3Y return: 24.77% (lower mid). 3Y return: 25.24% (upper mid). 3Y return: 20.41% (bottom quartile). 3Y return: 24.33% (lower mid). 3Y return: 25.46% (upper mid). 3Y return: 18.84% (bottom quartile). Point 7 1Y return: 2.60% (upper mid). 1Y return: -5.61% (bottom quartile). 1Y return: -0.78% (lower mid). 1Y return: -1.96% (lower mid). 1Y return: -3.42% (bottom quartile). 1Y return: 5.48% (top quartile). 1Y return: 4.62% (upper mid). Point 8 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: -7.46 (bottom quartile). Alpha: -8.58 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: -6.62 (lower mid). Point 9 Sharpe: -0.11 (upper mid). Sharpe: -0.31 (bottom quartile). Sharpe: -0.12 (upper mid). Sharpe: -0.14 (lower mid). Sharpe: -0.33 (bottom quartile). Sharpe: 0.00 (top quartile). Sharpe: -0.16 (lower mid). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.57 (top quartile). Information ratio: -0.11 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: -0.69 (bottom quartile). Franklin Build India Fund
Bandhan Infrastructure Fund
Nippon India Power and Infra Fund
Kotak Infrastructure & Economic Reform Fund
DSP India T.I.G.E.R Fund
ICICI Prudential Infrastructure Fund
UTI 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 (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 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 1. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (28 Nov 25) ₹144.869 ↓ -0.74 (-0.51 %) Net Assets (Cr) ₹3,088 on 31 Oct 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.11 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 Oct 20 ₹10,000 31 Oct 21 ₹18,842 31 Oct 22 ₹20,613 31 Oct 23 ₹26,259 31 Oct 24 ₹41,161 31 Oct 25 ₹42,290 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month -0.9% 3 Month 4.9% 6 Month 4.7% 1 Year 2.6% 3 Year 25.6% 5 Year 29.3% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 2.1% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 4.04 Yr. Kiran Sebastian 7 Feb 22 3.73 Yr. Sandeep Manam 18 Oct 21 4.04 Yr. Data below for Franklin Build India Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Industrials 34.4% Utility 14.04% Financial Services 13.76% Energy 13.21% Communication Services 7.83% Basic Materials 5.11% Real Estate 3.2% Consumer Cyclical 2.32% Technology 1.78% Asset Allocation
Asset Class Value Cash 3.46% Equity 96.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT9% ₹268 Cr 665,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹178 Cr 1,200,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹177 Cr 315,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003126% ₹174 Cr 6,825,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK5% ₹148 Cr 1,500,000
↑ 1,500,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325555% ₹147 Cr 4,350,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL5% ₹146 Cr 710,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹123 Cr 1,000,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 5328983% ₹104 Cr 3,600,000 GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 25 | 5321553% ₹102 Cr 5,600,000
↑ 400,000 2. Bandhan Infrastructure Fund
Bandhan Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (28 Nov 25) ₹48.933 ↓ -0.13 (-0.26 %) Net Assets (Cr) ₹1,625 on 31 Oct 25 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.1 Sharpe Ratio -0.31 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 Oct 20 ₹10,000 31 Oct 21 ₹20,050 31 Oct 22 ₹20,377 31 Oct 23 ₹26,163 31 Oct 24 ₹43,146 31 Oct 25 ₹41,438 Returns for Bandhan Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month -2.3% 3 Month 0.5% 6 Month -3.1% 1 Year -5.6% 3 Year 24.8% 5 Year 29.1% 10 Year 15 Year Since launch 11.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -0.2% Fund Manager information for Bandhan Infrastructure Fund
Name Since Tenure Vishal Biraia 24 Jan 24 1.77 Yr. Ritika Behera 7 Oct 23 2.07 Yr. Gaurav Satra 7 Jun 24 1.4 Yr. Data below for Bandhan Infrastructure Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Industrials 53.35% Utility 12.64% Basic Materials 8.05% Communication Services 4.41% Energy 4.1% Technology 3.65% Financial Services 2.97% Health Care 2.22% Real Estate 1.44% Consumer Cyclical 1.17% Asset Allocation
Asset Class Value Cash 6.01% Equity 93.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT5% ₹82 Cr 204,050
↓ -2,212 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS5% ₹80 Cr 426,772
↓ -6,414 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL4% ₹72 Cr 348,551
↓ -3,779 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE4% ₹67 Cr 447,851
↓ -4,855 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL4% ₹60 Cr 1,416,343
↓ -15,357 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 5325384% ₹59 Cr 49,239
↓ -533 GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA3% ₹51 Cr 4,733,244 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 24 | INDIGO3% ₹47 Cr 82,988
↓ -899 PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS3% ₹45 Cr 12,400,122 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS3% ₹44 Cr 303,494
↓ -3,290 3. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (28 Nov 25) ₹349.423 ↓ -1.33 (-0.38 %) Net Assets (Cr) ₹7,530 on 31 Oct 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio -0.12 Information Ratio 0.57 Alpha Ratio -7.46 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 Oct 20 ₹10,000 31 Oct 21 ₹18,067 31 Oct 22 ₹20,069 31 Oct 23 ₹26,247 31 Oct 24 ₹40,909 31 Oct 25 ₹41,433 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month -1.8% 3 Month 4.6% 6 Month 1.6% 1 Year -0.8% 3 Year 25.2% 5 Year 29.1% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 0.3% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 7.44 Yr. Rahul Modi 19 Aug 24 1.2 Yr. Lokesh Maru 5 Sep 25 0.16 Yr. Divya Sharma 5 Sep 25 0.16 Yr. Data below for Nippon India Power and Infra Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Industrials 33.1% Utility 23.63% Energy 9.78% Basic Materials 7.58% Consumer Cyclical 7.32% Communication Services 5.73% Technology 4.63% Real Estate 2.86% Financial Services 2.21% Health Care 2.14% Asset Allocation
Asset Class Value Cash 0.63% Equity 99.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE8% ₹635 Cr 4,275,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325558% ₹573 Cr 17,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT6% ₹449 Cr 1,114,337
↓ -20,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL6% ₹431 Cr 2,100,000
↓ -200,000 Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | 5004004% ₹320 Cr 7,900,789 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | 5001033% ₹247 Cr 9,300,838 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | 5000933% ₹222 Cr 3,020,014
↓ -350,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325383% ₹203 Cr 170,000 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN2% ₹177 Cr 17,147,157
↑ 296,973 Kaynes Technology India Ltd (Technology)
Equity, Since 30 Nov 22 | KAYNES2% ₹168 Cr 250,113 4. Kotak Infrastructure & Economic Reform Fund
Kotak Infrastructure & Economic Reform Fund
Growth Launch Date 25 Feb 08 NAV (28 Nov 25) ₹65.68 ↓ -0.30 (-0.45 %) Net Assets (Cr) ₹2,425 on 31 Oct 25 Category Equity - Sectoral AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.14 Information Ratio -0.11 Alpha Ratio -8.58 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 Oct 20 ₹10,000 31 Oct 21 ₹18,838 31 Oct 22 ₹21,380 31 Oct 23 ₹26,054 31 Oct 24 ₹38,938 31 Oct 25 ₹38,754 Returns for Kotak Infrastructure & Economic Reform Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25 Duration Returns 1 Month -1.6% 3 Month 3.2% 6 Month 1.2% 1 Year -2% 3 Year 20.4% 5 Year 27.8% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -0.2% Fund Manager information for Kotak Infrastructure & Economic Reform Fund
Name Since Tenure Nalin Bhatt 1 Oct 23 2.09 Yr. Data below for Kotak Infrastructure & Economic Reform Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Industrials 46.88% Basic Materials 13.9% Consumer Cyclical 10.41% Communication Services 10.28% Energy 8.36% Utility 3.95% Financial Services 2.76% Real Estate 2.09% Technology 1.29% Asset Allocation
Asset Class Value Cash 0.08% Equity 99.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL7% ₹164 Cr 800,000
↓ -70,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT5% ₹131 Cr 324,000
↑ 50,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 25 | RELIANCE5% ₹128 Cr 864,000 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 11 | 5003874% ₹99 Cr 35,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Aug 17 | KPIL3% ₹80 Cr 639,927 VST Tillers Tractors Ltd (Industrials)
Equity, Since 30 Apr 24 | VSTTILLERS3% ₹78 Cr 130,659 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 15 | SOLARINDS3% ₹75 Cr 54,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | 5325383% ₹72 Cr 60,000 Cummins India Ltd (Industrials)
Equity, Since 30 Sep 12 | 5004803% ₹70 Cr 160,000 Mahindra Logistics Ltd (Industrials)
Equity, Since 31 Jan 24 | MAHLOG3% ₹68 Cr 1,933,933
↓ -49,332 5. DSP India T.I.G.E.R Fund
DSP India T.I.G.E.R Fund
Growth Launch Date 11 Jun 04 NAV (28 Nov 25) ₹316.334 ↓ -1.34 (-0.42 %) Net Assets (Cr) ₹5,506 on 31 Oct 25 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio -0.33 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 Oct 20 ₹10,000 31 Oct 21 ₹18,690 31 Oct 22 ₹20,934 31 Oct 23 ₹26,634 31 Oct 24 ₹43,153 31 Oct 25 ₹41,884 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 28 Nov 25 Duration Returns 1 Month -0.9% 3 Month 3.3% 6 Month 2.8% 1 Year -3.4% 3 Year 24.3% 5 Year 29.2% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 0.7% Fund Manager information for DSP India T.I.G.E.R Fund
Name Since Tenure Rohit Singhania 21 Jun 10 15.38 Yr. Data below for DSP India T.I.G.E.R Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Industrials 29.81% Basic Materials 14.24% Utility 10.39% Financial Services 10.27% Consumer Cyclical 8.92% Energy 7.04% Health Care 5.63% Communication Services 2.93% Technology 2.07% Real Estate 1.62% Consumer Defensive 1.2% Asset Allocation
Asset Class Value Cash 5.41% Equity 94.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT5% ₹281 Cr 697,669 NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 5325554% ₹241 Cr 7,145,883 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP3% ₹189 Cr 245,928 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 25 | 5328983% ₹160 Cr 5,567,574 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 24 | AMBER3% ₹159 Cr 197,265 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL3% ₹155 Cr 756,154
↑ 67,719 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG3% ₹141 Cr 1,412,412 Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA2% ₹129 Cr 3,321,453 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX2% ₹126 Cr 136,165
↓ -28,039 Rainbow Childrens Medicare Ltd (Healthcare)
Equity, Since 31 Jan 25 | 5435242% ₹121 Cr 885,167
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