+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 ₹137.538
↑ 2.51 ₹3,174 -3.5 -3 6.3 25.5 23 3.7 Bandhan Infrastructure Fund Growth ₹43.715
↑ 0.83 ₹1,469 -9.5 -12.1 -4.8 21.1 19.6 -6.9 DSP India T.I.G.E.R Fund Growth ₹308.376
↑ 6.06 ₹5,460 -1.9 -2.1 8 24.9 23.6 -2.5 Nippon India Power and Infra Fund Growth ₹337.664
↑ 6.81 ₹7,128 -2.2 -3.2 6.2 25 23.6 -0.5 Kotak Infrastructure & Economic Reform Fund Growth ₹61.149
↑ 1.38 ₹2,339 -6.3 -6.3 5.5 17.5 20.3 -3.7 Aditya Birla Sun Life Infrastructure Fund Growth ₹90.16
↑ 1.91 ₹1,120 -4.9 -5.5 4.4 20.3 18.8 0.7 ICICI Prudential Infrastructure Fund Growth ₹183.01
↑ 4.23 ₹8,098 -6.7 -6.2 2.7 22.3 25.3 6.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Mar 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 ICICI Prudential Infrastructure Fund Point 1 Lower mid AUM (₹3,174 Cr). Bottom quartile AUM (₹1,469 Cr). Upper mid AUM (₹5,460 Cr). Upper mid AUM (₹7,128 Cr). Lower mid AUM (₹2,339 Cr). Bottom quartile AUM (₹1,120 Cr). Highest AUM (₹8,098 Cr). Point 2 Established history (16+ yrs). Established history (15+ yrs). Oldest track record among peers (21 yrs). Established history (21+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (20+ 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: 23.05% (lower mid). 5Y return: 19.59% (bottom quartile). 5Y return: 23.64% (upper mid). 5Y return: 23.57% (upper mid). 5Y return: 20.29% (lower mid). 5Y return: 18.83% (bottom quartile). 5Y return: 25.33% (top quartile). Point 6 3Y return: 25.53% (top quartile). 3Y return: 21.13% (lower mid). 3Y return: 24.91% (upper mid). 3Y return: 24.99% (upper mid). 3Y return: 17.53% (bottom quartile). 3Y return: 20.30% (bottom quartile). 3Y return: 22.33% (lower mid). Point 7 1Y return: 6.32% (upper mid). 1Y return: -4.84% (bottom quartile). 1Y return: 8.01% (top quartile). 1Y return: 6.25% (upper mid). 1Y return: 5.45% (lower mid). 1Y return: 4.42% (lower mid). 1Y return: 2.68% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.23 (upper mid). Alpha: 3.62 (top quartile). Alpha: 3.27 (upper mid). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 1.51 (top quartile). Sharpe: 0.60 (bottom quartile). Sharpe: 1.34 (upper mid). Sharpe: 1.10 (lower mid). Sharpe: 1.20 (lower mid). Sharpe: 1.22 (upper mid). Sharpe: 1.03 (bottom quartile). 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: -0.40 (bottom quartile). Information ratio: -0.19 (bottom quartile). Information ratio: 0.00 (lower mid). 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
ICICI Prudential 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 (25 Mar 26) ₹137.538 ↑ 2.51 (1.86 %) Net Assets (Cr) ₹3,174 on 28 Feb 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio 1.51 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 28 Feb 21 ₹10,000 28 Feb 22 ₹12,098 28 Feb 23 ₹13,800 29 Feb 24 ₹23,698 28 Feb 25 ₹23,292 28 Feb 26 ₹29,368 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 26 Duration Returns 1 Month -8.4% 3 Month -3.5% 6 Month -3% 1 Year 6.3% 3 Year 25.5% 5 Year 23% 10 Year 15 Year Since launch 17.2% 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 4.37 Yr. Kiran Sebastian 7 Feb 22 4.06 Yr. Sandeep Manam 18 Oct 21 4.37 Yr. Data below for Franklin Build India Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Industrials 35.45% Financial Services 15.13% Utility 13.58% Energy 13.01% Basic Materials 7.31% Communication Services 7.17% Real Estate 2.41% Consumer Cyclical 1.51% Technology 1% Asset Allocation
Asset Class Value Cash 3.44% Equity 96.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT9% ₹285 Cr 665,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹203 Cr 420,000
↑ 70,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | ONGC6% ₹191 Cr 6,825,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹176 Cr 1,260,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | NTPC5% ₹152 Cr 3,978,727 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK4% ₹138 Cr 1,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL4% ₹133 Cr 710,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK4% ₹133 Cr 1,500,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN4% ₹114 Cr 950,000
↓ -50,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | POWERGRID3% ₹108 Cr 3,600,000 2. Bandhan Infrastructure Fund
Bandhan Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (25 Mar 26) ₹43.715 ↑ 0.83 (1.94 %) Net Assets (Cr) ₹1,469 on 28 Feb 26 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.1 Sharpe Ratio 0.6 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 28 Feb 21 ₹10,000 28 Feb 22 ₹12,536 28 Feb 23 ₹13,545 29 Feb 24 ₹23,385 28 Feb 25 ₹22,624 28 Feb 26 ₹26,267 Returns for Bandhan Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 26 Duration Returns 1 Month -8.1% 3 Month -9.5% 6 Month -12.1% 1 Year -4.8% 3 Year 21.1% 5 Year 19.6% 10 Year 15 Year Since launch 10.3% 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 2.1 Yr. Ritika Behera 7 Oct 23 2.4 Yr. Gaurav Satra 7 Jun 24 1.73 Yr. Data below for Bandhan Infrastructure Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Industrials 54.94% Utility 13.59% Basic Materials 9.78% Energy 4.87% Communication Services 4.4% Technology 3.76% Health Care 2.68% Financial Services 2.6% Real Estate 1.17% Consumer Cyclical 0.23% Asset Allocation
Asset Class Value Cash 1.98% Equity 98.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT6% ₹93 Cr 216,683
↑ 5,490 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE5% ₹72 Cr 513,178 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS4% ₹65 Cr 410,546 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL4% ₹65 Cr 343,670 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO4% ₹62 Cr 48,772 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL4% ₹61 Cr 1,362,488 GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA4% ₹59 Cr 4,733,244 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 24 | INDIGO4% ₹57 Cr 118,992 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS3% ₹45 Cr 296,403 PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS3% ₹38 Cr 12,400,122 3. DSP India T.I.G.E.R Fund
DSP India T.I.G.E.R Fund
Growth Launch Date 11 Jun 04 NAV (25 Mar 26) ₹308.376 ↑ 6.06 (2.01 %) Net Assets (Cr) ₹5,460 on 28 Feb 26 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 1.34 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 28 Feb 21 ₹10,000 28 Feb 22 ₹12,599 28 Feb 23 ₹14,649 29 Feb 24 ₹23,990 28 Feb 25 ₹23,841 28 Feb 26 ₹30,113 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 25 Mar 26 Duration Returns 1 Month -6.2% 3 Month -1.9% 6 Month -2.1% 1 Year 8% 3 Year 24.9% 5 Year 23.6% 10 Year 15 Year Since launch 17% 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 15.7 Yr. Data below for DSP India T.I.G.E.R Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Industrials 30.15% Basic Materials 13.33% Financial Services 12.87% Utility 11.23% Consumer Cyclical 9.37% Energy 6.88% Health Care 6.25% Communication Services 2.9% Real Estate 1.5% Technology 1.45% Consumer Defensive 1.19% Asset Allocation
Asset Class Value Cash 2.9% Equity 97.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT5% ₹290 Cr 678,645 NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | NTPC5% ₹270 Cr 7,063,207
↓ -82,676 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP4% ₹236 Cr 301,630
↑ 18,486 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 24 | AMBER3% ₹175 Cr 219,234
↑ 21,969 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX3% ₹166 Cr 680,825 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 25 | POWERGRID3% ₹166 Cr 5,567,574 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL3% ₹153 Cr 812,745 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG3% ₹144 Cr 1,030,925
↓ -123,339 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Oct 25 | HAL2% ₹119 Cr 305,098 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Apr 25 | MFSL2% ₹119 Cr 656,909 4. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (25 Mar 26) ₹337.664 ↑ 6.81 (2.06 %) Net Assets (Cr) ₹7,128 on 28 Feb 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio 1.1 Information Ratio 0.34 Alpha Ratio 0.23 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 28 Feb 21 ₹10,000 28 Feb 22 ₹11,969 28 Feb 23 ₹14,131 29 Feb 24 ₹25,118 28 Feb 25 ₹23,502 28 Feb 26 ₹29,232 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 26 Duration Returns 1 Month -4.8% 3 Month -2.2% 6 Month -3.2% 1 Year 6.2% 3 Year 25% 5 Year 23.6% 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 7.77 Yr. Rahul Modi 19 Aug 24 1.53 Yr. Lokesh Maru 5 Sep 25 0.48 Yr. Divya Sharma 5 Sep 25 0.48 Yr. Data below for Nippon India Power and Infra Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Industrials 33.38% Utility 23.94% Consumer Cyclical 11.53% Energy 10.24% Basic Materials 6.92% Technology 4.32% Financial Services 2.91% Health Care 2.3% Communication Services 2.06% Real Estate 1.62% Asset Allocation
Asset Class Value Cash 0.78% Equity 99.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE9% ₹650 Cr 4,660,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | NTPC8% ₹592 Cr 15,500,000
↓ -1,500,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT6% ₹423 Cr 989,337 Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | TATAPOWER4% ₹298 Cr 7,900,789 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN3% ₹203 Cr 22,571,079
↑ 4,213,009 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | CGPOWER3% ₹197 Cr 2,720,014
↓ -300,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO3% ₹190 Cr 150,000
↓ -10,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | BHEL3% ₹183 Cr 6,900,000
↑ 400,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jan 22 | APOLLOHOSP2% ₹164 Cr 210,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL2% ₹147 Cr 780,000
↓ -270,000 5. Kotak Infrastructure & Economic Reform Fund
Kotak Infrastructure & Economic Reform Fund
Growth Launch Date 25 Feb 08 NAV (25 Mar 26) ₹61.149 ↑ 1.38 (2.30 %) Net Assets (Cr) ₹2,339 on 28 Feb 26 Category Equity - Sectoral AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio 1.2 Information Ratio -0.4 Alpha Ratio 3.62 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 28 Feb 21 ₹10,000 28 Feb 22 ₹12,457 28 Feb 23 ₹15,287 29 Feb 24 ₹22,312 28 Feb 25 ₹21,204 28 Feb 26 ₹26,769 Returns for Kotak Infrastructure & Economic Reform Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 26 Duration Returns 1 Month -8% 3 Month -6.3% 6 Month -6.3% 1 Year 5.5% 3 Year 17.5% 5 Year 20.3% 10 Year 15 Year Since launch 10.5% 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 2.41 Yr. Data below for Kotak Infrastructure & Economic Reform Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Industrials 48.66% Basic Materials 12.47% Consumer Cyclical 11.19% Communication Services 10.44% Energy 6.77% Financial Services 3.35% Technology 2.27% Utility 2.03% Real Estate 1.81% Health Care 1.02% Asset Allocation
Asset Class Value Equity 100.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT11% ₹262 Cr 612,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL6% ₹142 Cr 755,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 25 | RELIANCE5% ₹110 Cr 792,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jul 25 | INDUSTOWER4% ₹102 Cr 2,250,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Aug 17 | KPIL3% ₹78 Cr 630,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | ULTRACEMCO3% ₹76 Cr 60,000 VST Tillers Tractors Ltd (Industrials)
Equity, Since 30 Apr 24 | VSTTILLERS3% ₹75 Cr 130,659 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 15 | SOLARINDS3% ₹73 Cr 54,000 Cummins India Ltd (Industrials)
Equity, Since 30 Sep 12 | CUMMINSIND3% ₹71 Cr 145,800 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 11 | SHREECEM3% ₹70 Cr 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