7 সেরা পারফর্মিং ইনফ্রাস্ট্রাকচার মিউচুয়াল ফান্ড 2022 – 2023৷

Updated on October 19, 2026 , 105402 views

পরিকাঠামো খাতের তহবিলের জন্য টার্নিং পয়েন্ট এসেছে 2014 সালের মে মাসে কেন্দ্রে একটি নতুন সরকার ক্ষমতা গ্রহণের পর। কেন্দ্রীয় বাজেট 2020-21-এ, সরকার বরাদ্দ করেছেরুপি 1,69,637 কোটি পরিবহন অবকাঠামো উন্নয়ন করতে.

অবকাঠামো তহবিল এগুলোসেক্টর তহবিল যারা ভারতে পরিকাঠামো উন্নয়নে প্রত্যক্ষ বা পরোক্ষভাবে জড়িত কোম্পানিগুলিতে বিনিয়োগ করে। জ্বালানি, শক্তি, ধাতু, এস্টেট ইত্যাদি শিল্পের সাথে জড়িত কোম্পানিগুলি অবকাঠামো বিভাগের একটি অংশ। 2008 সালের আর্থিক সঙ্কটের সময় অবকাঠামো কোম্পানিগুলির শেয়ার বিপর্যস্ত হলেও, এটি 2014 সাল থেকে ভাল পারফরম্যান্স শুরু করে।

এছাড়াও, দেশের পরিকাঠামো উন্নয়নে মোদী সরকারের গভীর আগ্রহ এই তহবিলে অনেক বিনিয়োগকারীর নজর কেড়েছে। অনেক শীর্ষস্থানীয় পরিকাঠামো স্কিম এর থেকে বেশি দিয়েছে35% রিটার্ন গত এক বছরে এই ধরনের শীর্ষ পারফর্মার স্কিম নীচে তালিকাভুক্ত করা হয়.

এই তহবিলে বিনিয়োগ করতে আগ্রহী বিনিয়োগকারীদের তাদের AUM (যা 100 কোটির বেশি হওয়া উচিত) সহ স্কিমের গত 5 বছরের পারফরম্যান্স পরীক্ষা করার পরামর্শ দেওয়া হচ্ছে। এছাড়াও, একজনকে ভুলে যাওয়া উচিত নয় যে এই তহবিলগুলি সেক্টর-নির্দিষ্ট তহবিল এবং এই জাতীয় তহবিলগুলি উচ্চ ঝুঁকিপূর্ণ। এইভাবে, একটিবিনিয়োগকারী যিনি এই সেক্টর সম্পর্কে পুঙ্খানুপুঙ্খ জ্ঞান রাখেন এবং ইক্যুইটিতে অভিজ্ঞবিনিয়োগ শুধুমাত্র এই তহবিলে বিনিয়োগ করা উচিত।

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ভারতের 7টি সেরা পরিকাঠামো খাতের তহবিল FY 22 - 23৷

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Bandhan Infrastructure Fund Growth	₹45.528 ↓ -0.70	₹1,393	-9.6	-5.9	-8.8	11.4	13.4	-6.9
Franklin Build India Fund Growth	₹131.568 ↓ -1.71	₹3,024	-9.5	-11.6	-8.9	12	14.8	3.7
DSP India T.I.G.E.R Fund Growth	₹332.995 ↓ -4.62	₹6,265	-8.2	-2.3	5.1	16.6	18.2	-2.5
Kotak Infrastructure & Economic Reform Fund Growth	₹66.124 ↓ -0.96	₹2,334	-4.5	-1.3	-0.3	12.7	15.1	-3.7
Nippon India Power and Infra Fund Growth	₹349.96 ↓ -6.76	₹7,867	-8.3	-6.5	-1	14.6	17.1	-0.5
Aditya Birla Sun Life Infrastructure Fund Growth	₹102.17 ↓ -1.62	₹1,220	-4.6	1.1	6.3	14	15.1	0.7
TATA Infrastructure Fund Growth	₹165.952 ↓ -2.88	₹1,982	-10.5	-5.5	-2.7	9.1	12.8	-7.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Oct 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	Bandhan Infrastructure Fund	Franklin Build India Fund	DSP India T.I.G.E.R Fund	Kotak Infrastructure & Economic Reform Fund	Nippon India Power and Infra Fund	Aditya Birla Sun Life Infrastructure Fund	TATA Infrastructure Fund
Point 1	Bottom quartile AUM (₹1,393 Cr).	Upper mid AUM (₹3,024 Cr).	Upper mid AUM (₹6,265 Cr).	Lower mid AUM (₹2,334 Cr).	Highest AUM (₹7,867 Cr).	Bottom quartile AUM (₹1,220 Cr).	Lower mid AUM (₹1,982 Cr).
Point 2	Established history (15+ yrs).	Established history (17+ yrs).	Oldest track record among peers (22 yrs).	Established history (18+ yrs).	Established history (22+ yrs).	Established history (20+ yrs).	Established history (21+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.
Point 5	5Y return: 13.41% (bottom quartile).	5Y return: 14.79% (lower mid).	5Y return: 18.17% (top quartile).	5Y return: 15.14% (lower mid).	5Y return: 17.11% (upper mid).	5Y return: 15.14% (upper mid).	5Y return: 12.82% (bottom quartile).
Point 6	3Y return: 11.43% (bottom quartile).	3Y return: 12.01% (lower mid).	3Y return: 16.58% (top quartile).	3Y return: 12.72% (lower mid).	3Y return: 14.65% (upper mid).	3Y return: 14.04% (upper mid).	3Y return: 9.13% (bottom quartile).
Point 7	1Y return: -8.77% (bottom quartile).	1Y return: -8.94% (bottom quartile).	1Y return: 5.06% (upper mid).	1Y return: -0.32% (upper mid).	1Y return: -0.99% (lower mid).	1Y return: 6.34% (top quartile).	1Y return: -2.66% (lower mid).
Point 8	Alpha: 0.00 (lower mid).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).	Alpha: 10.70 (upper mid).	Alpha: 9.86 (upper mid).	Alpha: 15.62 (top quartile).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: -0.25 (bottom quartile).	Sharpe: -0.35 (bottom quartile).	Sharpe: 0.38 (upper mid).	Sharpe: 0.18 (upper mid).	Sharpe: 0.16 (lower mid).	Sharpe: 0.41 (top quartile).	Sharpe: 0.05 (lower mid).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.14 (upper mid).	Information ratio: 0.45 (top quartile).	Information ratio: 0.29 (upper mid).	Information ratio: 0.00 (bottom quartile).

Bandhan Infrastructure Fund

Bottom quartile AUM (₹1,393 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: High.
5Y return: 13.41% (bottom quartile).
3Y return: 11.43% (bottom quartile).
1Y return: -8.77% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.25 (bottom quartile).
Information ratio: 0.00 (lower mid).

Franklin Build India Fund

Upper mid AUM (₹3,024 Cr).
Established history (17+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 14.79% (lower mid).
3Y return: 12.01% (lower mid).
1Y return: -8.94% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.35 (bottom quartile).
Information ratio: 0.00 (lower mid).

DSP India T.I.G.E.R Fund

Upper mid AUM (₹6,265 Cr).
Oldest track record among peers (22 yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 18.17% (top quartile).
3Y return: 16.58% (top quartile).
1Y return: 5.06% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.38 (upper mid).
Information ratio: 0.00 (bottom quartile).

Kotak Infrastructure & Economic Reform Fund

Lower mid AUM (₹2,334 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 15.14% (lower mid).
3Y return: 12.72% (lower mid).
1Y return: -0.32% (upper mid).
Alpha: 10.70 (upper mid).
Sharpe: 0.18 (upper mid).
Information ratio: 0.14 (upper mid).

Nippon India Power and Infra Fund

Highest AUM (₹7,867 Cr).
Established history (22+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 17.11% (upper mid).
3Y return: 14.65% (upper mid).
1Y return: -0.99% (lower mid).
Alpha: 9.86 (upper mid).
Sharpe: 0.16 (lower mid).
Information ratio: 0.45 (top quartile).

Aditya Birla Sun Life Infrastructure Fund

Bottom quartile AUM (₹1,220 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 15.14% (upper mid).
3Y return: 14.04% (upper mid).
1Y return: 6.34% (top quartile).
Alpha: 15.62 (top quartile).
Sharpe: 0.41 (top quartile).
Information ratio: 0.29 (upper mid).

TATA Infrastructure Fund

Lower mid AUM (₹1,982 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 12.82% (bottom quartile).
3Y return: 9.13% (bottom quartile).
1Y return: -2.66% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.05 (lower mid).
Information ratio: 0.00 (bottom quartile).

1. Bandhan Infrastructure Fund

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

Bottom quartile AUM (₹1,393 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: High.
5Y return: 13.41% (bottom quartile).
3Y return: 11.43% (bottom quartile).
1Y return: -8.77% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.25 (bottom quartile).
Information ratio: 0.00 (lower mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding Larsen & Toubro Ltd (~6.2%).

Below is the key information for Bandhan Infrastructure Fund

Bandhan Infrastructure Fund Growth
Launch Date	8 Mar 11
NAV (21 Oct 26)	₹45.528 ↓ -0.70 (-1.51 %)
Net Assets (Cr)	₹1,393 on 30 Sep 26
Category	Equity - Sectoral
AMC	IDFC Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.11
Sharpe Ratio	-0.25
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹10,250
30 Sep 23	₹13,814
30 Sep 24	₹23,807
30 Sep 25	₹20,793
30 Sep 26	₹20,157

Bandhan Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Bandhan Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Oct 26

Duration	Returns
1 Month	-5.9%
3 Month	-9.6%
6 Month	-5.9%
1 Year	-8.8%
3 Year	11.4%
5 Year	13.4%
10 Year
15 Year
Since launch	10.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-6.9%
2024	39.3%
2023	50.3%
2022	1.7%
2021	64.8%
2020	6.3%
2019	-5.3%
2018	-25.9%
2017	58.7%
2016	10.7%

Fund Manager information for Bandhan Infrastructure Fund

Name	Since	Tenure
Vishal Biraia	24 Jan 24	2.61 Yr.
Ritika Behera	7 Oct 23	2.9 Yr.
Gaurav Satra	7 Jun 24	2.24 Yr.

Data below for Bandhan Infrastructure Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Industrials	52.84%
Utility	17.39%
Basic Materials	7.99%
Energy	6.6%
Communication Services	3.8%
Technology	3.8%
Financial Services	3.12%
Health Care	2.64%
Consumer Cyclical	0.86%

Asset Allocation

Asset Class	Value
Cash	0.9%
Equity	99.1%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	6%	₹88 Cr	218,018 ↑ 1,273
Kirloskar Brothers Ltd (Industrials) Equity, Since 31 Dec 17 \| KIRLOSBROS	5%	₹73 Cr	381,585 ↓ -1,834
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 24 \| RELIANCE	5%	₹69 Cr	539,669
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Aug 24 \| INDIGO	4%	₹57 Cr	108,438 ↓ -2,201
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Mar 14 \| 532538	4%	₹56 Cr	48,515 ↑ 3,825
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	4%	₹55 Cr	300,878 ↓ -34,585
Bharat Electronics Ltd (Industrials) Equity, Since 31 Oct 19 \| BEL	4%	₹54 Cr	1,308,836 ↓ -13,220
GPT Infraprojects Ltd (Industrials) Equity, Since 30 Nov 17 \| GPTINFRA	4%	₹52 Cr	4,733,244
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 31 Dec 23 \| ADANIPORTS	3%	₹49 Cr	306,661 ↓ -6,225
NTPC Ltd (Utilities) Equity, Since 31 Jul 23 \| 532555	3%	₹48 Cr	1,470,629

2. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Research Highlights for Franklin Build India Fund

Upper mid AUM (₹3,024 Cr).
Established history (17+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 14.79% (lower mid).
3Y return: 12.01% (lower mid).
1Y return: -8.94% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.35 (bottom quartile).
Information ratio: 0.00 (lower mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Larsen & Toubro Ltd (~9.3%).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (21 Oct 26)	₹131.568 ↓ -1.71 (-1.29 %)
Net Assets (Cr)	₹3,024 on 30 Sep 26
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	-0.35
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹10,454
30 Sep 23	₹14,537
30 Sep 24	₹23,003
30 Sep 25	₹21,861
30 Sep 26	₹21,275

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for Franklin Build India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Oct 26

Duration	Returns
1 Month	-5.9%
3 Month	-9.5%
6 Month	-11.6%
1 Year	-8.9%
3 Year	12%
5 Year	14.8%
10 Year
15 Year
Since launch	16.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	3.7%
2024	27.8%
2023	51.1%
2022	11.2%
2021	45.9%
2020	5.4%
2019	6%
2018	-10.7%
2017	43.3%
2016	8.4%

Fund Manager information for Franklin Build India Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	4.87 Yr.
Kiran Sebastian	7 Feb 22	4.57 Yr.
Sandeep Manam	18 Oct 21	4.87 Yr.

Data below for Franklin Build India Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Industrials	44.27%
Utility	15.58%
Financial Services	13.17%
Energy	9.16%
Basic Materials	4.33%
Communication Services	4.08%
Real Estate	2.18%
Technology	0.91%
Consumer Cyclical	0.85%

Asset Allocation

Asset Class	Value
Cash	5.47%
Equity	94.53%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	9%	₹293 Cr	725,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	7%	₹223 Cr	425,597
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	5%	₹150 Cr	1,175,000 ↓ -50,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| 532555	4%	₹138 Cr	4,200,000 ↓ -400,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	4%	₹130 Cr	1,000,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	4%	₹129 Cr	710,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 25 \| HDFCBANK	4%	₹122 Cr	1,725,000
Tata Power Co Ltd (Utilities) Equity, Since 31 Jan 25 \| 500400	3%	₹108 Cr	3,100,000
REC Ltd (Financial Services) Equity, Since 30 Sep 25 \| 532955	3%	₹100 Cr	3,100,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 28 Feb 26 \| HAL	3%	₹97 Cr	202,000

3. DSP India T.I.G.E.R Fund

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

Upper mid AUM (₹6,265 Cr).
Oldest track record among peers (22 yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 18.17% (top quartile).
3Y return: 16.58% (top quartile).
1Y return: 5.06% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.38 (upper mid).
Information ratio: 0.00 (bottom quartile).
Top sector: Industrials.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~93%).
Largest holding Reliance Industries Ltd (~6.7%).

Below is the key information for DSP India T.I.G.E.R Fund

DSP India T.I.G.E.R Fund Growth
Launch Date	11 Jun 04
NAV (21 Oct 26)	₹332.995 ↓ -4.62 (-1.37 %)
Net Assets (Cr)	₹6,265 on 30 Sep 26
Category	Equity - Sectoral
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	0.38
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹10,803
30 Sep 23	₹14,864
30 Sep 24	₹24,412
30 Sep 25	₹21,759
30 Sep 26	₹24,380

DSP India T.I.G.E.R Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for DSP India T.I.G.E.R Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Oct 26

Duration	Returns
1 Month	-7.4%
3 Month	-8.2%
6 Month	-2.3%
1 Year	5.1%
3 Year	16.6%
5 Year	18.2%
10 Year
15 Year
Since launch	17%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-2.5%
2024	32.4%
2023	49%
2022	13.9%
2021	51.6%
2020	2.7%
2019	6.7%
2018	-17.2%
2017	47%
2016	4.1%

Fund Manager information for DSP India T.I.G.E.R Fund

Name	Since	Tenure
Rohit Singhania	21 Jun 10	16.21 Yr.

Data below for DSP India T.I.G.E.R Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Industrials	27.71%
Energy	12.62%
Basic Materials	11.28%
Financial Services	10.77%
Utility	8.88%
Health Care	5.58%
Consumer Cyclical	5.01%
Communication Services	2.83%
Real Estate	1.5%
Technology	0.97%
Consumer Defensive	0.17%

Asset Allocation

Asset Class	Value
Cash	6.65%
Equity	93.35%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 31 Aug 19 \| RELIANCE	7%	₹433 Cr	3,388,108 ↑ 120,944
Future on NIFTY Sep26 - \| -	6%	₹376 Cr	155,155 ↑ 155,155
NTPC Ltd (Utilities) Equity, Since 30 Nov 17 \| 532555	5%	₹303 Cr	9,249,176
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 04 \| LT	4%	₹287 Cr	709,133 ↑ 120,468
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Dec 24 \| APOLLOHOSP	4%	₹268 Cr	301,630
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 18 \| BHARTIARTL	3%	₹183 Cr	1,011,761 ↑ 161,792
Bharat Electronics Ltd (Industrials) Equity, Since 31 May 26 \| BEL	3%	₹169 Cr	4,081,390
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 Oct 25 \| HAL	2%	₹156 Cr	324,769 ↓ -99,010
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 Mar 24 \| 500312	2%	₹136 Cr	5,888,442
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Dec 14 \| 532538	2%	₹135 Cr	118,010

4. Kotak Infrastructure & Economic Reform Fund

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

Lower mid AUM (₹2,334 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 15.14% (lower mid).
3Y return: 12.72% (lower mid).
1Y return: -0.32% (upper mid).
Alpha: 10.70 (upper mid).
Sharpe: 0.18 (upper mid).
Information ratio: 0.14 (upper mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding Larsen & Toubro Ltd (~9.2%).

Below is the key information for Kotak Infrastructure & Economic Reform Fund

Kotak Infrastructure & Economic Reform Fund Growth
Launch Date	25 Feb 08
NAV (21 Oct 26)	₹66.124 ↓ -0.96 (-1.43 %)
Net Assets (Cr)	₹2,334 on 30 Sep 26
Category	Equity - Sectoral
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	0.18
Information Ratio	0.14
Alpha Ratio	10.7
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹11,139
30 Sep 23	₹14,290
30 Sep 24	₹22,439
30 Sep 25	₹19,881
30 Sep 26	₹21,350

Kotak Infrastructure & Economic Reform Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for Kotak Infrastructure & Economic Reform Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Oct 26

Duration	Returns
1 Month	-5.9%
3 Month	-4.5%
6 Month	-1.3%
1 Year	-0.3%
3 Year	12.7%
5 Year	15.1%
10 Year
15 Year
Since launch	10.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-3.7%
2024	32.4%
2023	37.3%
2022	15.6%
2021	57.3%
2020	3.4%
2019	3.6%
2018	-19.6%
2017	45.3%
2016	9.2%

Fund Manager information for Kotak Infrastructure & Economic Reform Fund

Name	Since	Tenure
Nalin Bhatt	1 Oct 23	2.92 Yr.

Data below for Kotak Infrastructure & Economic Reform Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Industrials	47.7%
Basic Materials	12.03%
Communication Services	11.36%
Energy	9.23%
Consumer Cyclical	8.53%
Technology	3.08%
Financial Services	2.97%
Real Estate	2.67%
Health Care	1.42%
Utility	0.83%

Asset Allocation

Asset Class	Value
Cash	0.18%
Equity	99.82%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 15 \| LT	9%	₹231 Cr	570,000 ↓ -60,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 20 \| BHARTIARTL	8%	₹196 Cr	1,080,000
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 25 \| RELIANCE	7%	₹184 Cr	1,440,000
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Oct 15 \| SOLARINDS	4%	₹109 Cr	54,000
Kalpataru Projects International Ltd (Industrials) Equity, Since 31 Aug 17 \| KPIL	4%	₹88 Cr	630,000
Indus Towers Ltd Ordinary Shares (Communication Services) Equity, Since 31 Jul 25 \| 534816	4%	₹87 Cr	2,250,000
Engineers India Ltd (Industrials) Equity, Since 30 Apr 25 \| 532178	3%	₹73 Cr	2,800,000 ↑ 1,000,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Mar 15 \| 532538	3%	₹69 Cr	60,000
Kajaria Ceramics Ltd (Industrials) Equity, Since 31 Oct 16 \| 500233	3%	₹67 Cr	540,000 ↑ 180,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Sep 21 \| INDIGO	2%	₹57 Cr	108,000

5. Nippon India Power and Infra Fund

(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

Highest AUM (₹7,867 Cr).
Established history (22+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 17.11% (upper mid).
3Y return: 14.65% (upper mid).
1Y return: -0.99% (lower mid).
Alpha: 9.86 (upper mid).
Sharpe: 0.16 (lower mid).
Information ratio: 0.45 (top quartile).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding Reliance Industries Ltd (~7.3%).

Below is the key information for Nippon India Power and Infra Fund

Nippon India Power and Infra Fund Growth
Launch Date	8 May 04
NAV (21 Oct 26)	₹349.96 ↓ -6.76 (-1.89 %)
Net Assets (Cr)	₹7,867 on 30 Sep 26
Category	Equity - Sectoral
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.84
Sharpe Ratio	0.16
Information Ratio	0.45
Alpha Ratio	9.86
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹10,577
30 Sep 23	₹15,028
30 Sep 24	₹24,578
30 Sep 25	₹22,234
30 Sep 26	₹23,786

Nippon India Power and Infra Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Oct 26

Duration	Returns
1 Month	-7.3%
3 Month	-8.3%
6 Month	-6.5%
1 Year	-1%
3 Year	14.6%
5 Year	17.1%
10 Year
15 Year
Since launch	17.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-0.5%
2024	26.9%
2023	58%
2022	10.9%
2021	48.9%
2020	10.8%
2019	-2.9%
2018	-21.1%
2017	61.7%
2016	0.1%

Fund Manager information for Nippon India Power and Infra Fund

Name	Since	Tenure
Kinjal Desai	25 May 18	8.28 Yr.
Rahul Modi	19 Aug 24	2.04 Yr.
Amber Singhania	11 Mar 26	0.48 Yr.

Data below for Nippon India Power and Infra Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Industrials	39.33%
Utility	19.66%
Consumer Cyclical	11.2%
Energy	8.76%
Basic Materials	6.98%
Technology	3.77%
Financial Services	3.29%
Communication Services	2.29%
Real Estate	1.79%
Health Care	1.44%

Asset Allocation

Asset Class	Value
Cash	1.49%
Equity	98.51%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 18 \| RELIANCE	7%	₹595 Cr	4,660,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 07 \| LT	7%	₹544 Cr	1,344,337 ↓ -52,621
NTPC Ltd (Utilities) Equity, Since 31 May 09 \| 532555	5%	₹413 Cr	12,600,000
NTPC Green Energy Ltd (Utilities) Equity, Since 30 Nov 24 \| NTPCGREEN	4%	₹311 Cr	34,785,607 ↑ 2,037,961
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Sep 24 \| 500103	3%	₹283 Cr	6,400,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 30 Sep 20 \| HAL	2%	₹188 Cr	392,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 18 \| BHARTIARTL	2%	₹187 Cr	1,030,000
Triveni Turbine Ltd (Industrials) Equity, Since 30 Jun 25 \| 533655	2%	₹179 Cr	3,103,288 ↑ 50,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Oct 19 \| 532538	2%	₹172 Cr	150,000
Ambuja Cements Ltd (Basic Materials) Equity, Since 31 Mar 26 \| 500425	2%	₹168 Cr	4,188,394

6. Aditya Birla Sun Life Infrastructure Fund

An Open-ended growth scheme with the objective to providing for medium to long-term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of companies that are participating in the growth and development of Infrastructure in India.

Research Highlights for Aditya Birla Sun Life Infrastructure Fund

Bottom quartile AUM (₹1,220 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 15.14% (upper mid).
3Y return: 14.04% (upper mid).
1Y return: 6.34% (top quartile).
Alpha: 15.62 (top quartile).
Sharpe: 0.41 (top quartile).
Information ratio: 0.29 (upper mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Larsen & Toubro Ltd (~5.1%).

Below is the key information for Aditya Birla Sun Life Infrastructure Fund

Aditya Birla Sun Life Infrastructure Fund Growth
Launch Date	17 Mar 06
NAV (21 Oct 26)	₹102.17 ↓ -1.62 (-1.56 %)
Net Assets (Cr)	₹1,220 on 30 Sep 26
Category	Equity - Sectoral
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.27
Sharpe Ratio	0.41
Information Ratio	0.29
Alpha Ratio	15.62
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹9,887
30 Sep 23	₹13,715
30 Sep 24	₹20,244
30 Sep 25	₹18,734
30 Sep 26	₹21,195

Aditya Birla Sun Life Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for Aditya Birla Sun Life Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Oct 26

Duration	Returns
1 Month	-5.6%
3 Month	-4.6%
6 Month	1.1%
1 Year	6.3%
3 Year	14%
5 Year	15.1%
10 Year
15 Year
Since launch	11.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	0.7%
2024	23.9%
2023	44.5%
2022	8.9%
2021	44.8%
2020	12.3%
2019	-3.8%
2018	-22.1%
2017	52.7%
2016	1.6%

Fund Manager information for Aditya Birla Sun Life Infrastructure Fund

Name	Since	Tenure
Jonas Bhutta	22 Sep 22	3.94 Yr.

Data below for Aditya Birla Sun Life Infrastructure Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Industrials	48.12%
Basic Materials	12.31%
Consumer Cyclical	9.08%
Energy	6.25%
Financial Services	5.61%
Utility	5.45%
Communication Services	4.57%
Real Estate	3.69%
Health Care	1.86%

Asset Allocation

Asset Class	Value
Cash	1.6%
Equity	98.4%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 19 \| LT	5%	₹64 Cr	158,116
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Jun 19 \| BHARTIARTL	5%	₹57 Cr	315,492
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 22 \| RELIANCE	4%	₹46 Cr	362,646
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Jul 19 \| 532538	3%	₹39 Cr	33,994
NTPC Ltd (Utilities) Equity, Since 30 Jun 17 \| 532555	3%	₹38 Cr	1,147,977
Indo MIM Ltd (Industrials) Equity, Since 31 Jul 26 \| INDOMIM	3%	₹36 Cr	414,583
GMR Airports Ltd (Industrials) Equity, Since 31 Dec 25 \| GMRAIRPORT	3%	₹33 Cr	3,525,000
SPR Auto Technologies Ltd (Consumer Cyclical) Equity, Since 30 Apr 26 \| SHRIPISTON	3%	₹33 Cr	71,186 ↑ 9,086
ACME Solar Holdings Ltd (Utilities) Equity, Since 30 Apr 25 \| ACMESOLAR	2%	₹31 Cr	759,742
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Nov 23 \| INDIGO	2%	₹28 Cr	54,290

7. TATA Infrastructure Fund

To provide income distribution and / or medium to long term capital gains by investing predominantly in equity / equity related instruments of the companies in the infrastructure sector.

Research Highlights for TATA Infrastructure Fund

Lower mid AUM (₹1,982 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 12.82% (bottom quartile).
3Y return: 9.13% (bottom quartile).
1Y return: -2.66% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.05 (lower mid).
Information ratio: 0.00 (bottom quartile).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Larsen & Toubro Ltd (~7.0%).

Below is the key information for TATA Infrastructure Fund

TATA Infrastructure Fund Growth
Launch Date	31 Dec 04
NAV (21 Oct 26)	₹165.952 ↓ -2.88 (-1.71 %)
Net Assets (Cr)	₹1,982 on 30 Sep 26
Category	Equity - Sectoral
AMC	Tata Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	2.1
Sharpe Ratio	0.05
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	150
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹11,195
30 Sep 23	₹14,446
30 Sep 24	₹22,585
30 Sep 25	₹18,969
30 Sep 26	₹19,797

TATA Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for TATA Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Oct 26

Duration	Returns
1 Month	-7%
3 Month	-10.5%
6 Month	-5.5%
1 Year	-2.7%
3 Year	9.1%
5 Year	12.8%
10 Year
15 Year
Since launch	13.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-7.1%
2024	22.9%
2023	45.1%
2022	7.6%
2021	53.5%
2020	11.1%
2019	2.8%
2018	-15.7%
2017	42.2%
2016	5.3%

Fund Manager information for TATA Infrastructure Fund

Name	Since	Tenure
Abhinav Sharma	9 Mar 21	5.48 Yr.

Data below for TATA Infrastructure Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Industrials	48.88%
Utility	15.51%
Basic Materials	14.37%
Real Estate	5.73%
Consumer Cyclical	5.45%
Energy	3.61%
Communication Services	1.74%

Asset Allocation

Asset Class	Value
Cash	4.71%
Equity	95.29%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Jan 05 \| LT	7%	₹142 Cr	349,889
NTPC Ltd (Utilities) Equity, Since 30 Jun 21 \| 532555	4%	₹76 Cr	2,325,000
Adani Energy Solutions Ltd (Utilities) Equity, Since 31 May 24 \| ADANIENSOL	4%	₹74 Cr	522,143
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 31 Jan 21 \| ADANIPORTS	4%	₹73 Cr	460,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Mar 26 \| INDIGO	4%	₹73 Cr	140,000
Ramco Cements Ltd (Basic Materials) Equity, Since 31 Dec 22 \| RAMCOCEM	3%	₹61 Cr	696,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 Jul 22 \| 500103	3%	₹56 Cr	1,275,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Jan 14 \| 532538	3%	₹54 Cr	47,300
Adani Enterprises Ltd (Energy) Equity, Since 31 Jul 26 \| 512599	2%	₹50 Cr	173,430
Adani Power Ltd (Utilities) Equity, Since 31 Mar 24 \| 533096	2%	₹50 Cr	2,500,000

কীভাবে বিনিয়োগের জন্য সেরা অবকাঠামো তহবিল বাছাই করবেন

একটি সঠিক অবকাঠামো তহবিল বেছে নেওয়ার কিছু গুরুত্বপূর্ণ পরামিতি হল:

1. তহবিল কর্মক্ষমতা

এমন একটি তহবিলের জন্য যান যা গত পাঁচ বছরে ধারাবাহিকভাবে পারফর্ম করেছে। এছাড়াও, একটি তহবিল যা ধারাবাহিকভাবে 4-5 বছরের মধ্যে তার বেঞ্চমার্ককে ছাড়িয়ে যায় একটি পছন্দের পছন্দ।

2. তহবিলের আকার

একটি তহবিল বাছাই করার সময়, একজনকে সর্বদা তহবিলের আকার দেখতে হবে। যদিও তহবিলের আকারের মধ্যে কোনও নিখুঁত সংজ্ঞা এবং সম্পর্ক নেই, এটি বলা হয় যে খুব ছোট এবং খুব বড় উভয়ই একটি ফান্ডের কার্যকারিতাকে বাধা দিতে পারে। সুতরাং, একটি তহবিল বাছাই করার সময়, যার AUM (অ্যাসেট আন্ডার ম্যানেজমেন্ট) মোটামুটি ক্যাটাগরির অনুরূপ তার জন্য যাওয়ার পরামর্শ দেওয়া হয়।

3. ফান্ড হাউস এবং ফান্ড ম্যানেজার

তহবিল হাউস এবং তহবিল পরিচালনাকারী তহবিল ব্যবস্থাপকের খ্যাতিও দেখুন। একটি তহবিল একটি গুণমান এবং স্বনামধন্য ফার্মের অন্তর্গত হওয়া উচিত। তদুপরি, একটি তহবিলের কর্মক্ষমতা প্রধানত ম্যানেজারের হাতে। এইভাবে, ফান্ড ম্যানেজার দ্বারা পরিচালিত তহবিলের অতীত পারফরম্যান্সও তার অভিজ্ঞতা দিয়ে পরীক্ষা করা উচিত।

অবকাঠামো উন্নয়নের দিকে সরকারী উদ্যোগ

ভারত পরিকাঠামোর ক্ষেত্রে আন্তর্জাতিক বিনিয়োগকারীদের উল্লেখযোগ্য আগ্রহের সাক্ষী হচ্ছে। দেশে টেকসই উন্নয়নের জন্য ৫০,০০০ কোটি টাকার বিনিয়োগ প্রয়োজন৷ 2022 সালের মধ্যে অবকাঠামোতে 50 ট্রিলিয়ন।

অবকাঠামো উন্নয়নের জন্য সরকারের কিছু গুরুত্বপূর্ণ উদ্যোগ নিচে তালিকাভুক্ত করা হলো:

কেন্দ্রীয় বাজেট 2020-21 এর অধীনে, ভারতীয় রেল রুপি বরাদ্দ পেয়েছে। 72,216 কোটি।
এপ্রিল 2020-এ, সরকার রুপির রাস্তা নির্মাণের লক্ষ্যমাত্রা নির্ধারণ করেছে। আগামী দুই বছরে ১৫ লাখ কোটি টাকা।
ভারতীয়শক্তি সেক্টর আগামী 10 বছরে 300 বিলিয়ন মার্কিন ডলার বিনিয়োগের সুযোগ দেবে বলে আশা করা হচ্ছে।
যোগাযোগ খাতে বরাদ্দ করা হয়েছে রুপি। ডাক ও টেলিযোগাযোগ বিভাগের উন্নয়নের জন্য 38,637.46 কোটি টাকা।
আবাসন ও নগর বিষয়ক মন্ত্রক রুপি বরাদ্দ পেয়েছে। কেন্দ্রীয় বাজেট 2020-21 এর অধীনে 50,040 কোটি (US$ 6.85 বিলিয়ন)।

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