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Lumpsum Calculator

Updated on October 2, 2025 , 19452 views

Lumpsum calculator helps investors to check how their lumpsum investment grows over a given timeframe. In lumpsum mode of investment, people invest a considerable amount as a one-time down payment in the scheme. Whenever, we talk about Mutual Fund Investment, the first thing that rings on our mind is, “How much amount do we need to invest?” Though there are many questions related to expected returns, risk-appetite, the investment tenure, and so on yet; the first thought that always rings our ears is the investment amount.

Lump-Sum-Calculator

So, let us see how the lumpsum calculator helps to assess the growth of one-time investment in Mutual Funds.

Lumpsum Calculator Illustration

Calculate the returns on your lumpsum investment with the help of the following data.

Investment Tenure: 5 Years

Lumpsum Investment Amount: ₹10,000

Long-term Inflation (%): 5 (approx.)

Long-term Returns (%): 16 (approx.)

Expected Returns as per Lumpsum Calculator: ₹6,851

Total Amount After 5 Years: ₹16,851

Know Your Lumpsum Amount

   
My Goal Amount:
Goal Tenure:
Years
Expected Annual Returns:
%

₹10,000 one time (Lumpsum)  for 5 Years
to achieve ₹16,851
Invest Now

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Top 10 Performing Mutual Funds in 2018 for Lumpsum Investment

FundNAVNet Assets (Cr)Min Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Sundaram Rural and Consumption Fund Growth ₹98.7061
↑ 0.32
₹1,599 5,000 0.310.1-5.31619.320.1
Franklin Asian Equity Fund Growth ₹34.3467
↑ 0.58
₹260 5,000 9.62012.314.75.114.4
Franklin Build India Fund Growth ₹141.794
↑ 1.03
₹2,884 5,000 -0.99.7-1.82933.727.8
DSP Natural Resources and New Energy Fund Growth ₹93.369
↑ 0.07
₹1,292 1,000 4.110-5.523.527.413.9
DSP Equity Opportunities Fund Growth ₹615.617
↑ 3.18
₹15,356 1,000 -1.46.8-2.620.822.723.9
DSP US Flexible Equity Fund Growth ₹71.2539
↓ -0.18
₹1,000 1,000 12.435.429.124.318.517.8
Bandhan Infrastructure Fund Growth ₹49.852
↑ 0.44
₹1,613 5,000 -3.47.6-9.727.733.439.3
Tata India Tax Savings Fund Growth ₹44.31
↑ 0.32
₹4,472 500 -18.3-3.316.619.819.5
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹60.53
↑ 0.08
₹3,374 1,000 -28.94.81721.58.7
Aditya Birla Sun Life Small Cap Fund Growth ₹84.5389
↑ 0.68
₹4,824 1,000 -3.310.9-8.217.622.721.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Oct 25

Research Highlights & Commentary of 10 Funds showcased

CommentarySundaram Rural and Consumption FundFranklin Asian Equity FundFranklin Build India FundDSP Natural Resources and New Energy FundDSP Equity Opportunities FundDSP US Flexible Equity FundBandhan Infrastructure FundTata India Tax Savings FundAditya Birla Sun Life Banking And Financial Services FundAditya Birla Sun Life Small Cap Fund
Point 1Lower mid AUM (₹1,599 Cr).Bottom quartile AUM (₹260 Cr).Upper mid AUM (₹2,884 Cr).Bottom quartile AUM (₹1,292 Cr).Highest AUM (₹15,356 Cr).Bottom quartile AUM (₹1,000 Cr).Lower mid AUM (₹1,613 Cr).Upper mid AUM (₹4,472 Cr).Upper mid AUM (₹3,374 Cr).Top quartile AUM (₹4,824 Cr).
Point 2Established history (19+ yrs).Established history (17+ yrs).Established history (16+ yrs).Established history (17+ yrs).Oldest track record among peers (25 yrs).Established history (13+ yrs).Established history (14+ yrs).Established history (10+ yrs).Established history (11+ yrs).Established history (18+ yrs).
Point 3Top rated.Rating: 5★ (top quartile).Rating: 5★ (upper mid).Rating: 5★ (upper mid).Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 5★ (lower mid).Rating: 5★ (bottom quartile).Rating: 5★ (bottom quartile).Rating: 5★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: Moderately High.Risk profile: High.Risk profile: High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.
Point 55Y return: 19.31% (bottom quartile).5Y return: 5.06% (bottom quartile).5Y return: 33.70% (top quartile).5Y return: 27.39% (upper mid).5Y return: 22.74% (upper mid).5Y return: 18.49% (bottom quartile).5Y return: 33.36% (top quartile).5Y return: 19.83% (lower mid).5Y return: 21.52% (lower mid).5Y return: 22.71% (upper mid).
Point 63Y return: 16.04% (bottom quartile).3Y return: 14.74% (bottom quartile).3Y return: 28.96% (top quartile).3Y return: 23.50% (upper mid).3Y return: 20.76% (upper mid).3Y return: 24.25% (upper mid).3Y return: 27.71% (top quartile).3Y return: 16.56% (bottom quartile).3Y return: 17.02% (lower mid).3Y return: 17.60% (lower mid).
Point 71Y return: -5.30% (lower mid).1Y return: 12.25% (top quartile).1Y return: -1.77% (upper mid).1Y return: -5.54% (bottom quartile).1Y return: -2.60% (upper mid).1Y return: 29.11% (top quartile).1Y return: -9.71% (bottom quartile).1Y return: -3.29% (lower mid).1Y return: 4.80% (upper mid).1Y return: -8.16% (bottom quartile).
Point 8Alpha: -2.82 (bottom quartile).Alpha: 0.00 (top quartile).Alpha: 0.00 (top quartile).Alpha: 0.00 (upper mid).Alpha: -3.26 (bottom quartile).Alpha: -2.48 (lower mid).Alpha: 0.00 (upper mid).Alpha: -1.62 (lower mid).Alpha: -6.06 (bottom quartile).Alpha: 0.00 (upper mid).
Point 9Sharpe: -0.36 (upper mid).Sharpe: 0.49 (top quartile).Sharpe: -0.64 (lower mid).Sharpe: -0.96 (bottom quartile).Sharpe: -0.78 (bottom quartile).Sharpe: 0.77 (top quartile).Sharpe: -0.71 (bottom quartile).Sharpe: -0.71 (lower mid).Sharpe: -0.18 (upper mid).Sharpe: -0.56 (upper mid).
Point 10Information ratio: -0.05 (bottom quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: 0.46 (top quartile).Information ratio: -0.62 (bottom quartile).Information ratio: 0.00 (lower mid).Information ratio: -0.22 (bottom quartile).Information ratio: 0.14 (top quartile).Information ratio: 0.00 (lower mid).

Sundaram Rural and Consumption Fund

  • Lower mid AUM (₹1,599 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 19.31% (bottom quartile).
  • 3Y return: 16.04% (bottom quartile).
  • 1Y return: -5.30% (lower mid).
  • Alpha: -2.82 (bottom quartile).
  • Sharpe: -0.36 (upper mid).
  • Information ratio: -0.05 (bottom quartile).

Franklin Asian Equity Fund

  • Bottom quartile AUM (₹260 Cr).
  • Established history (17+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: High.
  • 5Y return: 5.06% (bottom quartile).
  • 3Y return: 14.74% (bottom quartile).
  • 1Y return: 12.25% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 0.49 (top quartile).
  • Information ratio: 0.00 (upper mid).

Franklin Build India Fund

  • Upper mid AUM (₹2,884 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: High.
  • 5Y return: 33.70% (top quartile).
  • 3Y return: 28.96% (top quartile).
  • 1Y return: -1.77% (upper mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.64 (lower mid).
  • Information ratio: 0.00 (upper mid).

DSP Natural Resources and New Energy Fund

  • Bottom quartile AUM (₹1,292 Cr).
  • Established history (17+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: High.
  • 5Y return: 27.39% (upper mid).
  • 3Y return: 23.50% (upper mid).
  • 1Y return: -5.54% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.96 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

DSP Equity Opportunities Fund

  • Highest AUM (₹15,356 Cr).
  • Oldest track record among peers (25 yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.74% (upper mid).
  • 3Y return: 20.76% (upper mid).
  • 1Y return: -2.60% (upper mid).
  • Alpha: -3.26 (bottom quartile).
  • Sharpe: -0.78 (bottom quartile).
  • Information ratio: 0.46 (top quartile).

DSP US Flexible Equity Fund

  • Bottom quartile AUM (₹1,000 Cr).
  • Established history (13+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: High.
  • 5Y return: 18.49% (bottom quartile).
  • 3Y return: 24.25% (upper mid).
  • 1Y return: 29.11% (top quartile).
  • Alpha: -2.48 (lower mid).
  • Sharpe: 0.77 (top quartile).
  • Information ratio: -0.62 (bottom quartile).

Bandhan Infrastructure Fund

  • Lower mid AUM (₹1,613 Cr).
  • Established history (14+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: High.
  • 5Y return: 33.36% (top quartile).
  • 3Y return: 27.71% (top quartile).
  • 1Y return: -9.71% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.71 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

Tata India Tax Savings Fund

  • Upper mid AUM (₹4,472 Cr).
  • Established history (10+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 19.83% (lower mid).
  • 3Y return: 16.56% (bottom quartile).
  • 1Y return: -3.29% (lower mid).
  • Alpha: -1.62 (lower mid).
  • Sharpe: -0.71 (lower mid).
  • Information ratio: -0.22 (bottom quartile).

Aditya Birla Sun Life Banking And Financial Services Fund

  • Upper mid AUM (₹3,374 Cr).
  • Established history (11+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 21.52% (lower mid).
  • 3Y return: 17.02% (lower mid).
  • 1Y return: 4.80% (upper mid).
  • Alpha: -6.06 (bottom quartile).
  • Sharpe: -0.18 (upper mid).
  • Information ratio: 0.14 (top quartile).

Aditya Birla Sun Life Small Cap Fund

  • Top quartile AUM (₹4,824 Cr).
  • Established history (18+ yrs).
  • Rating: 5★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 22.71% (upper mid).
  • 3Y return: 17.60% (lower mid).
  • 1Y return: -8.16% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.56 (upper mid).
  • Information ratio: 0.00 (lower mid).

Understanding Lumpsum Calculator

Individuals who are new to investment, find it difficult to understand the concept of lumpsum calculator and its functioning. Therefore, to ease out the complexities, the detailed information about the calculation is given. Go through this information to understand the process. The input data that needs to be fed in the lumpsum calculator includes:

  1. The tenure of lumpsum investment
  2. The amount of money is being invested through lumpsum mode
  3. Expected rate of returns in the long-term from equity markets
  4. Expected annual inflation rate

How does it Works?

Any investment objective always requires an effective planning. Though people may select the best schemes based on its past performance and other related factors however; it is with the help of this lumpsum calculator that helps the people to decide on how their investment grows virtually over a time period. As mentioned previously, the input elements of this calculator includes tenure of investment, amount invested, and others. So, let us see how the calculation works with the example given below.

Lumpsum Investment Amount: ₹25,000

Investment Period: 5 Years

Expected Returns (%) (Approx.): 15

Expected Inflation (%) (Approx.): 5

1. Enter Your Lumpsum Investment Amount and Investment Tenure

This is the first question you need to ask, that how much amount do I need to invest so that I can attain my objective. Along with the same, also specify the tenure of investment. So, with the help of amount mentioned about of ₹25,000 and tenure of 5 years, the image is given below as follows. Here, after entering the investment amount and tenure, you need to click on Next Button which is at the bottom of the screen as shown in the image.

Step_1

2. Enter Expected Long-term Growth on Your Investment

This is the second question you need to answer. Here, you need to enter the expected rate of returns on the lumpsum investment. For example, let’s assume the rate of returns in this case to be 15%. The image for the same is listed below as follows. After, entering the expected rate of returns, you need to click on Next Button which is as shown in the given below.

Question_2

3. Adjust for Inflation

Once you enter the percentage of returns expected, and click next, then you get the result. Here, you need to select the box near Adjust for Inflation and enter the long-term inflation rate. In our example, we have taken the inflation rate to be 5%. Once you enter the inflation rate then; you the investment value. The image for this step is as follows.

4. End Result

Result

Therefore, we can conclude that, at the end of fifth year, the net profit on the investment is ₹15,263 and the total investment value is ₹40,263.

Thus, from the above mentioned steps, we can see that it is simple to use the Fincash Lumpsum calculator.

In case of further queries, feel free to contact our customer care department.

Top Funds for 2025

*Best funds based on 3 year performance.

1. DSP World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized."

Research Highlights for DSP World Gold Fund

  • Lower mid AUM (₹1,421 Cr).
  • Oldest track record among peers (18 yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 17.02% (bottom quartile).
  • 3Y return: 51.26% (upper mid).
  • 1Y return: 99.87% (upper mid).
  • Alpha: 3.15 (lower mid).
  • Sharpe: 1.80 (upper mid).
  • Information ratio: -1.09 (bottom quartile).
  • Higher exposure to Basic Materials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding BGF World Gold I2 (~76.6%).
  • Top-3 holdings concentration ~100.2%.

Below is the key information for DSP World Gold Fund

DSP World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (01 Oct 25) ₹45.2482 ↑ 0.55   (1.23 %)
Net Assets (Cr) ₹1,421 on 31 Aug 25
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.41
Sharpe Ratio 1.8
Information Ratio -1.09
Alpha Ratio 3.15
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.

DateValue
30 Sep 20₹10,000
30 Sep 21₹7,753
30 Sep 22₹6,406
30 Sep 23₹7,497
30 Sep 24₹10,968
30 Sep 25₹21,899

DSP World Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for DSP World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 25

DurationReturns
1 Month 24.5%
3 Month 48.1%
6 Month 72.9%
1 Year 99.9%
3 Year 51.3%
5 Year 17%
10 Year
15 Year
Since launch 8.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 15.9%
2023 7%
2022 -7.7%
2021 -9%
2020 31.4%
2019 35.1%
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
Fund Manager information for DSP World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 1312.51 Yr.

Data below for DSP World Gold Fund as on 31 Aug 25

Equity Sector Allocation
SectorValue
Basic Materials95.55%
Asset Allocation
Asset ClassValue
Cash1.55%
Equity95.62%
Debt0.01%
Other2.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
77%₹1,088 Cr1,545,650
↓ -32,885
VanEck Gold Miners ETF
- | GDX
22%₹318 Cr573,719
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
1%₹18 Cr
Net Receivables/Payables
Net Current Assets | -
0%-₹3 Cr

2. Invesco India PSU Equity Fund

To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Research Highlights for Invesco India PSU Equity Fund

  • Bottom quartile AUM (₹1,341 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 30.21% (lower mid).
  • 3Y return: 32.70% (lower mid).
  • 1Y return: -1.63% (lower mid).
  • Alpha: 5.81 (upper mid).
  • Sharpe: -0.58 (lower mid).
  • Information ratio: -0.46 (lower mid).
  • Higher exposure to Utility vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding Bharat Electronics Ltd (~8.8%).

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (03 Oct 25) ₹64.64 ↑ 0.72   (1.13 %)
Net Assets (Cr) ₹1,341 on 31 Aug 25
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.14
Sharpe Ratio -0.58
Information Ratio -0.46
Alpha Ratio 5.81
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.

DateValue
30 Sep 20₹10,000
30 Sep 21₹15,713
30 Sep 22₹16,205
30 Sep 23₹22,862
30 Sep 24₹38,870
30 Sep 25₹36,848

Invesco India PSU Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for Invesco India PSU Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 25

DurationReturns
1 Month 5%
3 Month -1%
6 Month 11.6%
1 Year -1.6%
3 Year 32.7%
5 Year 30.2%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 25.6%
2023 54.5%
2022 20.5%
2021 31.1%
2020 6.1%
2019 10.1%
2018 -16.9%
2017 24.3%
2016 17.9%
2015 2.5%
Fund Manager information for Invesco India PSU Equity Fund
NameSinceTenure
Hiten Jain1 Jul 250.17 Yr.
Sagar Gandhi1 Jul 250.17 Yr.

Data below for Invesco India PSU Equity Fund as on 31 Aug 25

Equity Sector Allocation
SectorValue
Utility30.07%
Industrials27.52%
Financial Services22.26%
Energy13.52%
Basic Materials4.07%
Asset Allocation
Asset ClassValue
Cash2.56%
Equity97.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL
9%₹117 Cr3,178,489
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
9%₹114 Cr1,426,314
NTPC Ltd (Utilities)
Equity, Since 31 May 19 | NTPC
8%₹101 Cr3,085,790
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | BPCL
7%₹100 Cr3,229,041
↓ -216,920
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | POWERGRID
7%₹99 Cr3,599,413
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
7%₹98 Cr226,465
NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN
7%₹91 Cr8,790,786
↑ 2,879,063
NHPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NHPC
4%₹59 Cr7,649,437
GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 23 | GAIL
4%₹53 Cr3,089,630
REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | RECLTD
4%₹52 Cr1,485,615

3. HDFC Infrastructure Fund

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure.

Research Highlights for HDFC Infrastructure Fund

  • Highest AUM (₹2,483 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 34.24% (upper mid).
  • 3Y return: 29.62% (bottom quartile).
  • 1Y return: -2.82% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.64 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Higher exposure to Industrials vs peer median.
  • Higher exposure to Cash Equivalent (bond sector) vs peer median.
  • Equity-heavy allocation (~92%).
  • Largest holding ICICI Bank Ltd (~7.3%).

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund
Growth
Launch Date 10 Mar 08
NAV (03 Oct 25) ₹47.771 ↑ 0.23   (0.48 %)
Net Assets (Cr) ₹2,483 on 31 Aug 25
Category Equity - Sectoral
AMC HDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.06
Sharpe Ratio -0.64
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 20₹10,000
30 Sep 21₹18,908
30 Sep 22₹20,652
30 Sep 23₹29,739
30 Sep 24₹46,335
30 Sep 25₹43,823

HDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹705,310.
Net Profit of ₹405,310
Invest Now

Returns for HDFC 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 1 Oct 25

DurationReturns
1 Month 1.1%
3 Month -0.9%
6 Month 9.2%
1 Year -2.8%
3 Year 29.6%
5 Year 34.2%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2024 23%
2023 55.4%
2022 19.3%
2021 43.2%
2020 -7.5%
2019 -3.4%
2018 -29%
2017 43.3%
2016 -1.9%
2015 -2.5%
Fund Manager information for HDFC Infrastructure Fund
NameSinceTenure
Srinivasan Ramamurthy12 Jan 241.64 Yr.
Dhruv Muchhal22 Jun 232.2 Yr.

Data below for HDFC Infrastructure Fund as on 31 Aug 25

Equity Sector Allocation
SectorValue
Industrials38.25%
Financial Services20.27%
Basic Materials10.14%
Utility6.94%
Energy6.33%
Communication Services3.68%
Real Estate2.29%
Health Care1.84%
Technology1.62%
Consumer Cyclical0.47%
Asset Allocation
Asset ClassValue
Cash8.17%
Equity91.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹182 Cr1,300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
6%₹137 Cr380,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK
5%₹133 Cr1,400,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL
4%₹95 Cr758,285
J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL
3%₹86 Cr1,400,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO
3%₹85 Cr150,000
NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | NTPC
3%₹72 Cr2,200,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE
3%₹68 Cr500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL
3%₹66 Cr350,000
G R Infraprojects Ltd (Industrials)
Equity, Since 31 Jul 21 | 543317
2%₹59 Cr470,000

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