7 সেরা পারফর্মিং ইনফ্রাস্ট্রাকচার মিউচুয়াল ফান্ড 2022 – 2023৷

Updated on May 6, 2026 , 104918 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 (%)	2024 (%)
Franklin Build India Fund Growth	₹148.427 ↓ -1.10	₹2,858	1.5	3.4	13.4	25.5	23.9	3.7
Bandhan Infrastructure Fund Growth	₹49.587 ↓ -0.09	₹1,278	5.4	0.9	7.4	22.8	21.3	-6.9
DSP India T.I.G.E.R Fund Growth	₹353.115 ↓ -0.11	₹4,979	11.8	12.1	23.8	27.2	25.6	-2.5
Nippon India Power and Infra Fund Growth	₹387.566 ↓ -0.63	₹6,534	12.7	10.9	21.3	27.1	25.7	-0.5
Kotak Infrastructure & Economic Reform Fund Growth	₹67.908 ↓ -0.20	₹2,055	5.4	2.8	15.6	19.4	22.5	-3.7
Aditya Birla Sun Life Infrastructure Fund Growth	₹103.46 ↓ -0.16	₹1,001	9	8.3	21	21.9	21.1	0.7
TATA Infrastructure Fund Growth	₹180.22 ↓ -0.90	₹1,790	8.7	6.3	15.3	19.2	20.4	-7.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 May 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	TATA Infrastructure Fund
Point 1	Upper mid AUM (₹2,858 Cr).	Bottom quartile AUM (₹1,278 Cr).	Upper mid AUM (₹4,979 Cr).	Highest AUM (₹6,534 Cr).	Lower mid AUM (₹2,055 Cr).	Bottom quartile AUM (₹1,001 Cr).	Lower mid AUM (₹1,790 Cr).
Point 2	Established history (16+ yrs).	Established history (15+ yrs).	Established history (21+ yrs).	Oldest track record among peers (22 yrs).	Established history (18+ 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: 23.93% (upper mid).	5Y return: 21.34% (lower mid).	5Y return: 25.57% (upper mid).	5Y return: 25.67% (top quartile).	5Y return: 22.52% (lower mid).	5Y return: 21.05% (bottom quartile).	5Y return: 20.35% (bottom quartile).
Point 6	3Y return: 25.54% (upper mid).	3Y return: 22.77% (lower mid).	3Y return: 27.24% (top quartile).	3Y return: 27.07% (upper mid).	3Y return: 19.41% (bottom quartile).	3Y return: 21.89% (lower mid).	3Y return: 19.22% (bottom quartile).
Point 7	1Y return: 13.39% (bottom quartile).	1Y return: 7.39% (bottom quartile).	1Y return: 23.78% (top quartile).	1Y return: 21.29% (upper mid).	1Y return: 15.62% (lower mid).	1Y return: 20.98% (upper mid).	1Y return: 15.27% (lower mid).
Point 8	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (upper mid).	Alpha: -0.88 (lower mid).	Alpha: -1.06 (bottom quartile).	Alpha: -1.80 (bottom quartile).	Alpha: 0.00 (lower mid).
Point 9	Sharpe: -0.11 (upper mid).	Sharpe: -0.79 (bottom quartile).	Sharpe: -0.01 (top quartile).	Sharpe: -0.19 (lower mid).	Sharpe: -0.18 (upper mid).	Sharpe: -0.23 (lower mid).	Sharpe: -0.49 (bottom quartile).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.38 (top quartile).	Information ratio: -0.44 (bottom quartile).	Information ratio: -0.22 (bottom quartile).	Information ratio: 0.00 (lower mid).

Franklin Build India Fund

Upper mid AUM (₹2,858 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 23.93% (upper mid).
3Y return: 25.54% (upper mid).
1Y return: 13.39% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.11 (upper mid).
Information ratio: 0.00 (upper mid).

Bandhan Infrastructure Fund

Bottom quartile AUM (₹1,278 Cr).
Established history (15+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 21.34% (lower mid).
3Y return: 22.77% (lower mid).
1Y return: 7.39% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.79 (bottom quartile).
Information ratio: 0.00 (upper mid).

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

Upper mid AUM (₹4,979 Cr).
Established history (21+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 25.57% (upper mid).
3Y return: 27.24% (top quartile).
1Y return: 23.78% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.01 (top quartile).
Information ratio: 0.00 (lower mid).

Nippon India Power and Infra Fund

Highest AUM (₹6,534 Cr).
Oldest track record among peers (22 yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 25.67% (top quartile).
3Y return: 27.07% (upper mid).
1Y return: 21.29% (upper mid).
Alpha: -0.88 (lower mid).
Sharpe: -0.19 (lower mid).
Information ratio: 0.38 (top quartile).

Kotak Infrastructure & Economic Reform Fund

Lower mid AUM (₹2,055 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 22.52% (lower mid).
3Y return: 19.41% (bottom quartile).
1Y return: 15.62% (lower mid).
Alpha: -1.06 (bottom quartile).
Sharpe: -0.18 (upper mid).
Information ratio: -0.44 (bottom quartile).

Aditya Birla Sun Life Infrastructure Fund

Bottom quartile AUM (₹1,001 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 21.05% (bottom quartile).
3Y return: 21.89% (lower mid).
1Y return: 20.98% (upper mid).
Alpha: -1.80 (bottom quartile).
Sharpe: -0.23 (lower mid).
Information ratio: -0.22 (bottom quartile).

TATA Infrastructure Fund

Lower mid AUM (₹1,790 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 20.35% (bottom quartile).
3Y return: 19.22% (bottom quartile).
1Y return: 15.27% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.49 (bottom quartile).
Information ratio: 0.00 (lower mid).

1. 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 (₹2,858 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 23.93% (upper mid).
3Y return: 25.54% (upper mid).
1Y return: 13.39% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.11 (upper mid).
Information ratio: 0.00 (upper mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Larsen & Toubro Ltd (~9.0%).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (08 May 26)	₹148.427 ↓ -1.10 (-0.74 %)
Net Assets (Cr)	₹2,858 on 31 Mar 26
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
30 Apr 21	₹10,000
30 Apr 22	₹12,746
30 Apr 23	₹14,773
30 Apr 24	₹26,326
30 Apr 25	₹26,665
30 Apr 26	₹29,695

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 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 8 May 26

Duration	Returns
1 Month	4.1%
3 Month	1.5%
6 Month	3.4%
1 Year	13.4%
3 Year	25.5%
5 Year	23.9%
10 Year
15 Year
Since launch	17.6%

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	4.45 Yr.
Kiran Sebastian	7 Feb 22	4.15 Yr.
Sandeep Manam	18 Oct 21	4.45 Yr.

Data below for Franklin Build India Fund as on 31 Mar 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 \| LT	9%	₹285 Cr	665,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	6%	₹203 Cr	420,000 ↑ 70,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| ONGC	6%	₹191 Cr	6,825,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	6%	₹176 Cr	1,260,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| NTPC	5%	₹152 Cr	3,978,727
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| AXISBANK	4%	₹138 Cr	1,000,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	4%	₹133 Cr	710,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 25 \| HDFCBANK	4%	₹133 Cr	1,500,000
State Bank of India (Financial Services) Equity, Since 31 Jul 14 \| SBIN	4%	₹114 Cr	950,000 ↓ -50,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 28 Feb 21 \| POWERGRID	3%	₹108 Cr	3,600,000

2. 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 (₹1,278 Cr).
Established history (15+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 21.34% (lower mid).
3Y return: 22.77% (lower mid).
1Y return: 7.39% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.79 (bottom quartile).
Information ratio: 0.00 (upper 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 (08 May 26)	₹49.587 ↓ -0.09 (-0.17 %)
Net Assets (Cr)	₹1,278 on 31 Mar 26
Category	Equity - Sectoral
AMC	IDFC Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.1
Sharpe Ratio	-0.79
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 Apr 21	₹10,000
30 Apr 22	₹12,854
30 Apr 23	₹14,217
30 Apr 24	₹25,465
30 Apr 25	₹25,446
30 Apr 26	₹26,520

Bandhan Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 8 May 26

Duration	Returns
1 Month	9.4%
3 Month	5.4%
6 Month	0.9%
1 Year	7.4%
3 Year	22.8%
5 Year	21.3%
10 Year
15 Year
Since launch	11.1%

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	2.19 Yr.
Ritika Behera	7 Oct 23	2.48 Yr.
Gaurav Satra	7 Jun 24	1.82 Yr.

Data below for Bandhan Infrastructure Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Industrials	54.3%
Utility	15.23%
Basic Materials	9.05%
Energy	5.4%
Communication Services	4.79%
Technology	4.13%
Health Care	2.63%
Financial Services	2.33%
Real Estate	0.97%
Consumer Cyclical	0.21%

Asset Allocation

Asset Class	Value
Cash	0.96%
Equity	99.04%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	6%	₹79 Cr	225,830 ↑ 9,147
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 24 \| RELIANCE	5%	₹69 Cr	513,178
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	5%	₹61 Cr	343,670
Kirloskar Brothers Ltd (Industrials) Equity, Since 31 Dec 17 \| KIRLOSBROS	4%	₹55 Cr	410,546
Bharat Electronics Ltd (Industrials) Equity, Since 31 Oct 19 \| BEL	4%	₹55 Cr	1,362,488
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Mar 14 \| 532538	4%	₹52 Cr	48,772
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Aug 24 \| INDIGO	4%	₹49 Cr	125,492 ↑ 6,500
GPT Infraprojects Ltd (Industrials) Equity, Since 30 Nov 17 \| GPTINFRA	4%	₹46 Cr	4,733,244
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 31 Dec 23 \| ADANIPORTS	3%	₹39 Cr	296,403
NTPC Ltd (Utilities) Equity, Since 31 Jul 23 \| 532555	3%	₹33 Cr	902,609

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 (₹4,979 Cr).
Established history (21+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 25.57% (upper mid).
3Y return: 27.24% (top quartile).
1Y return: 23.78% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.01 (top quartile).
Information ratio: 0.00 (lower mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding NTPC Ltd (~5.3%).

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 (08 May 26)	₹353.115 ↓ -0.11 (-0.03 %)
Net Assets (Cr)	₹4,979 on 31 Mar 26
Category	Equity - Sectoral
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	-0.01
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 Apr 21	₹10,000
30 Apr 22	₹13,155
30 Apr 23	₹15,074
30 Apr 24	₹26,536
30 Apr 25	₹25,993
30 Apr 26	₹31,048

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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326 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 8 May 26

Duration	Returns
1 Month	10.9%
3 Month	11.8%
6 Month	12.1%
1 Year	23.8%
3 Year	27.2%
5 Year	25.6%
10 Year
15 Year
Since launch	17.7%

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	15.79 Yr.

Data below for DSP India T.I.G.E.R Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Industrials	27.68%
Basic Materials	13.33%
Financial Services	13%
Utility	11.64%
Consumer Cyclical	8.63%
Energy	7.37%
Health Care	6.56%
Communication Services	3.04%
Real Estate	1.51%
Technology	1.43%
Consumer Defensive	0.96%

Asset Allocation

Asset Class	Value
Cash	4.85%
Equity	95.15%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
NTPC Ltd (Utilities) Equity, Since 30 Nov 17 \| 532555	5%	₹262 Cr	7,063,207
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Dec 24 \| APOLLOHOSP	4%	₹224 Cr	301,630
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 04 \| LT	4%	₹206 Cr	588,665 ↓ -89,980
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 May 25 \| MCX	3%	₹163 Cr	680,825
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 18 \| BHARTIARTL	3%	₹151 Cr	849,969 ↑ 37,224
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Dec 24 \| AMBER	3%	₹144 Cr	219,234
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Jan 25 \| 532898	3%	₹139 Cr	4,694,365 ↓ -873,209
Coal India Ltd (Energy) Equity, Since 31 Dec 23 \| COALINDIA	2%	₹122 Cr	2,705,180
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 Mar 24 \| 500312	2%	₹119 Cr	4,196,344
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 31 Mar 23 \| KIRLOSENG	2%	₹111 Cr	834,973 ↓ -195,952

4. 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 (₹6,534 Cr).
Oldest track record among peers (22 yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 25.67% (top quartile).
3Y return: 27.07% (upper mid).
1Y return: 21.29% (upper mid).
Alpha: -0.88 (lower mid).
Sharpe: -0.19 (lower mid).
Information ratio: 0.38 (top quartile).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding Reliance Industries Ltd (~9.6%).

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 (08 May 26)	₹387.566 ↓ -0.63 (-0.16 %)
Net Assets (Cr)	₹6,534 on 31 Mar 26
Category	Equity - Sectoral
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.85
Sharpe Ratio	-0.19
Information Ratio	0.38
Alpha Ratio	-0.88
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 Apr 21	₹10,000
30 Apr 22	₹12,756
30 Apr 23	₹15,368
30 Apr 24	₹27,201
30 Apr 25	₹27,073
30 Apr 26	₹31,533

Nippon India Power and Infra Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326 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 8 May 26

Duration	Returns
1 Month	12%
3 Month	12.7%
6 Month	10.9%
1 Year	21.3%
3 Year	27.1%
5 Year	25.7%
10 Year
15 Year
Since launch	18.1%

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	7.86 Yr.
Rahul Modi	19 Aug 24	1.62 Yr.
Amber Singhania	11 Mar 26	0.06 Yr.

Data below for Nippon India Power and Infra Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Industrials	33.96%
Utility	23.84%
Energy	10.82%
Consumer Cyclical	10.6%
Basic Materials	6.71%
Technology	4.26%
Financial Services	2.97%
Communication Services	2.32%
Health Care	2.26%
Real Estate	1.63%

Asset Allocation

Asset Class	Value
Cash	0.62%
Equity	99.38%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 18 \| RELIANCE	10%	₹626 Cr	4,660,000
NTPC Ltd (Utilities) Equity, Since 31 May 09 \| 532555	8%	₹511 Cr	13,800,000 ↓ -1,700,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 07 \| LT	6%	₹408 Cr	1,164,337 ↑ 175,000
Tata Power Co Ltd (Utilities) Equity, Since 30 Apr 23 \| 500400	4%	₹288 Cr	7,600,789 ↓ -300,000
NTPC Green Energy Ltd (Utilities) Equity, Since 30 Nov 24 \| NTPCGREEN	3%	₹226 Cr	24,491,079 ↑ 1,920,000
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 30 Sep 24 \| 500093	3%	₹178 Cr	2,720,014
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Sep 24 \| 500103	3%	₹168 Cr	6,848,468 ↓ -51,532
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Oct 19 \| 532538	2%	₹161 Cr	150,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 18 \| BHARTIARTL	2%	₹152 Cr	850,000 ↑ 70,000
NLC India Ltd (Utilities) Equity, Since 31 Aug 24 \| 513683	2%	₹149 Cr	5,531,878

5. 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 (₹2,055 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 22.52% (lower mid).
3Y return: 19.41% (bottom quartile).
1Y return: 15.62% (lower mid).
Alpha: -1.06 (bottom quartile).
Sharpe: -0.18 (upper mid).
Information ratio: -0.44 (bottom quartile).
Top sector: Industrials.
Equity-heavy allocation (~100%).
Largest holding Larsen & Toubro Ltd (~10.4%).

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

Kotak Infrastructure & Economic Reform Fund Growth
Launch Date	25 Feb 08
NAV (08 May 26)	₹67.908 ↓ -0.20 (-0.30 %)
Net Assets (Cr)	₹2,055 on 31 Mar 26
Category	Equity - Sectoral
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	-0.18
Information Ratio	-0.44
Alpha Ratio	-1.06
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 Apr 21	₹10,000
30 Apr 22	₹13,293
30 Apr 23	₹15,986
30 Apr 24	₹25,079
30 Apr 25	₹24,122
30 Apr 26	₹27,401

Kotak Infrastructure & Economic Reform Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 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 8 May 26

Duration	Returns
1 Month	6.6%
3 Month	5.4%
6 Month	2.8%
1 Year	15.6%
3 Year	19.4%
5 Year	22.5%
10 Year
15 Year
Since launch	11.1%

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	2.5 Yr.

Data below for Kotak Infrastructure & Economic Reform Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Industrials	47.94%
Basic Materials	12.38%
Communication Services	11.13%
Consumer Cyclical	10.76%
Energy	7.19%
Financial Services	3.24%
Technology	2.55%
Utility	2.07%
Real Estate	1.76%
Health Care	1.14%

Asset Allocation

Asset Class	Value
Equity	100.16%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 15 \| LT	10%	₹213 Cr	607,000 ↓ -5,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 20 \| BHARTIARTL	7%	₹135 Cr	755,000
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 25 \| RELIANCE	5%	₹106 Cr	790,000 ↓ -2,000
Indus Towers Ltd Ordinary Shares (Communication Services) Equity, Since 31 Jul 25 \| 534816	5%	₹94 Cr	2,250,000
Kalpataru Projects International Ltd (Industrials) Equity, Since 31 Aug 17 \| KPIL	3%	₹67 Cr	630,000
Cummins India Ltd (Industrials) Equity, Since 30 Sep 12 \| 500480	3%	₹66 Cr	145,800
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Oct 15 \| SOLARINDS	3%	₹65 Cr	54,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Mar 15 \| 532538	3%	₹64 Cr	60,000
Shree Cement Ltd (Basic Materials) Equity, Since 31 Dec 11 \| 500387	3%	₹62 Cr	27,000
VST Tillers Tractors Ltd (Industrials) Equity, Since 30 Apr 24 \| VSTTILLERS	3%	₹62 Cr	129,000 ↓ -1,659

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 (₹1,001 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 21.05% (bottom quartile).
3Y return: 21.89% (lower mid).
1Y return: 20.98% (upper mid).
Alpha: -1.80 (bottom quartile).
Sharpe: -0.23 (lower mid).
Information ratio: -0.22 (bottom quartile).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Larsen & Toubro Ltd (~6.6%).

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 (08 May 26)	₹103.46 ↓ -0.16 (-0.15 %)
Net Assets (Cr)	₹1,001 on 31 Mar 26
Category	Equity - Sectoral
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.25
Sharpe Ratio	-0.23
Information Ratio	-0.22
Alpha Ratio	-1.8
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 Apr 21	₹10,000
30 Apr 22	₹12,449
30 Apr 23	₹14,219
30 Apr 24	₹22,842
30 Apr 25	₹22,135
30 Apr 26	₹25,941

Aditya Birla Sun Life Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 8 May 26

Duration	Returns
1 Month	10.2%
3 Month	9%
6 Month	8.3%
1 Year	21%
3 Year	21.9%
5 Year	21.1%
10 Year
15 Year
Since launch	12.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	0.7%
2023	23.9%
2022	44.5%
2021	8.9%
2020	44.8%
2019	12.3%
2018	-3.8%
2017	-22.1%
2016	52.7%
2015	1.6%

Fund Manager information for Aditya Birla Sun Life Infrastructure Fund

Name	Since	Tenure
Jonas Bhutta	22 Sep 22	3.53 Yr.

Data below for Aditya Birla Sun Life Infrastructure Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Industrials	47.21%
Basic Materials	11.63%
Energy	6.95%
Utility	6.42%
Consumer Cyclical	6.26%
Financial Services	6.24%
Communication Services	5.91%
Real Estate	3.03%
Health Care	2.25%

Asset Allocation

Asset Class	Value
Cash	3.13%
Equity	96.87%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 19 \| LT	7%	₹66 Cr	189,713
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Jun 19 \| BHARTIARTL	6%	₹59 Cr	332,092 ↓ -12,116
NTPC Ltd (Utilities) Equity, Since 30 Jun 17 \| 532555	5%	₹47 Cr	1,270,477 ↑ 40,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 22 \| RELIANCE	4%	₹44 Cr	327,146
Thermax Ltd (Industrials) Equity, Since 30 Jun 25 \| THERMAX	4%	₹40 Cr	122,200
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Jul 19 \| 532538	4%	₹36 Cr	33,394
JK Cement Ltd (Basic Materials) Equity, Since 31 May 19 \| JKCEMENT	2%	₹23 Cr	44,904
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Jun 22 \| APOLLOHOSP	2%	₹23 Cr	30,409
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 Oct 24 \| 500103	2%	₹21 Cr	856,230
GMR Airports Ltd (Industrials) Equity, Since 31 Dec 25 \| GMRAIRPORT	2%	₹21 Cr	2,455,000 ↑ 100,000

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 (₹1,790 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 20.35% (bottom quartile).
3Y return: 19.22% (bottom quartile).
1Y return: 15.27% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.49 (bottom quartile).
Information ratio: 0.00 (lower mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Larsen & Toubro Ltd (~6.8%).

Below is the key information for TATA Infrastructure Fund

TATA Infrastructure Fund Growth
Launch Date	31 Dec 04
NAV (08 May 26)	₹180.22 ↓ -0.90 (-0.50 %)
Net Assets (Cr)	₹1,790 on 31 Mar 26
Category	Equity - Sectoral
AMC	Tata Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	2.07
Sharpe Ratio	-0.49
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 Apr 21	₹10,000
30 Apr 22	₹13,066
30 Apr 23	₹14,704
30 Apr 24	₹25,019
30 Apr 25	₹22,437
30 Apr 26	₹24,997

TATA Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 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 8 May 26

Duration	Returns
1 Month	10.1%
3 Month	8.7%
6 Month	6.3%
1 Year	15.3%
3 Year	19.2%
5 Year	20.4%
10 Year
15 Year
Since launch	14.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-7.1%
2023	22.9%
2022	45.1%
2021	7.6%
2020	53.5%
2019	11.1%
2018	2.8%
2017	-15.7%
2016	42.2%
2015	5.3%

Fund Manager information for TATA Infrastructure Fund

Name	Since	Tenure
Abhinav Sharma	9 Mar 21	5.07 Yr.

Data below for TATA Infrastructure Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Industrials	48.69%
Utility	17.3%
Basic Materials	14.54%
Real Estate	6.58%
Consumer Cyclical	5.61%
Communication Services	2.11%
Energy	1.22%

Asset Allocation

Asset Class	Value
Cash	3.94%
Equity	96.06%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Jan 05 \| LT	7%	₹123 Cr	349,889
NTPC Ltd (Utilities) Equity, Since 30 Jun 21 \| 532555	5%	₹86 Cr	2,325,000
Ramco Cements Ltd (Basic Materials) Equity, Since 31 Dec 22 \| RAMCOCEM	4%	₹64 Cr	696,000
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 31 Jan 21 \| ADANIPORTS	3%	₹60 Cr	460,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Mar 26 \| INDIGO	3%	₹55 Cr	140,000 ↑ 140,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Jan 14 \| 532538	3%	₹51 Cr	47,300
Adani Energy Solutions Ltd (Utilities) Equity, Since 31 May 24 \| ADANIENSOL	3%	₹49 Cr	522,143
Adani Power Ltd (Utilities) Equity, Since 31 Mar 24 \| 533096	3%	₹45 Cr	3,000,000
Torrent Power Ltd (Utilities) Equity, Since 31 Jan 22 \| 532779	2%	₹42 Cr	320,000
ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| ZFCVINDIA	2%	₹41 Cr	29,700

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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