7 બેસ્ટ પરફોર્મિંગ ઈન્ફ્રાસ્ટ્રક્ચર મ્યુચ્યુઅલ ફંડ્સ 2022 – 2023

Updated on September 27, 2026 , 105340 views

મે 2014 માં કેન્દ્રમાં નવી સરકારે સત્તા સંભાળ્યા પછી ઇન્ફ્રાસ્ટ્રક્ચર સેક્ટર ફંડ માટેનો વળાંક આવ્યો. કેન્દ્રીય બજેટ 2020-21માં, સરકારેરૂ. 1,69,637 કરોડ છે ટ્રાન્સપોર્ટ ઈન્ફ્રાસ્ટ્રક્ચર વિકસાવવા.

ઇન્ફ્રાસ્ટ્રક્ચર ફંડ તે છેક્ષેત્ર ભંડોળ જે ભારતમાં ઈન્ફ્રાસ્ટ્રક્ચર ડેવલપમેન્ટમાં પ્રત્યક્ષ કે પરોક્ષ રીતે સંકળાયેલી કંપનીઓમાં રોકાણ કરે છે. ઉર્જા, પાવર, મેટલ્સ, એસ્ટેટ વગેરે જેવા ઉદ્યોગમાં સંકળાયેલી કંપનીઓ ઇન્ફ્રાસ્ટ્રક્ચર સેગમેન્ટનો એક ભાગ છે. 2008 ની નાણાકીય કટોકટી દરમિયાન ઇન્ફ્રાસ્ટ્રક્ચર કંપનીઓના શેર તૂટી ગયા હોવા છતાં, તેણે વર્ષ 2014 થી સારું પ્રદર્શન કરવાનું શરૂ કર્યું.

ઉપરાંત, દેશના ઇન્ફ્રા ડેવલપમેન્ટમાં મોદી સરકારની ઊંડી રુચિએ આ ફંડમાં ઘણા રોકાણકારોની નજર ખેંચી લીધી છે. ઘણી ટોચની કામગીરી કરતી ઈન્ફ્રાસ્ટ્રક્ચર સ્કીમ્સે તેનાથી વધુ આપ્યું છે35% વળતર છેલ્લા એક વર્ષમાં. આવી ટોપ પરફોર્મર્સ સ્કીમ્સ નીચે સૂચિબદ્ધ છે.

આ ફંડમાં રોકાણ કરવા આતુર રોકાણકારોને સલાહ આપવામાં આવે છે કે તેઓ તેમના AUM (જે 100 કરોડથી વધુ હોવા જોઈએ) સાથે યોજનાના છેલ્લા 5 વર્ષના પ્રદર્શનને તપાસે. ઉપરાંત, કોઈએ ભૂલવું જોઈએ નહીં કે આ ફંડ્સ સેક્ટર-વિશિષ્ટ ફંડ્સ છે અને આવા ફંડ્સ જોખમમાં વધારે છે. આમ, એકરોકાણકાર જેઓ આ ક્ષેત્ર વિશે સંપૂર્ણ જ્ઞાન ધરાવે છે અને ઇક્વિટીમાં અનુભવી છેરોકાણ માત્ર આ ફંડમાં રોકાણ કરવું જોઈએ.

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નાણાકીય વર્ષ 22 - 23 ભારતમાં 7 શ્રેષ્ઠ ઇન્ફ્રાસ્ટ્રક્ચર સેક્ટર ફંડ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Bandhan Infrastructure Fund Growth	₹47.551 ↑ 0.39	₹1,500	-5.1	11.6	-3	13.4	15.1	-6.9
Franklin Build India Fund Growth	₹136.307 ↓ -0.12	₹3,152	-7.6	0.7	-3.1	13.5	16.2	3.7
DSP India T.I.G.E.R Fund Growth	₹348.278 ↓ -1.78	₹6,325	-3.5	14.9	12.4	18	19.6	-2.5
Kotak Infrastructure & Economic Reform Fund Growth	₹68.345 ↓ -0.23	₹2,493	-1	14.6	6.5	14.1	16.5	-3.7
Nippon India Power and Infra Fund Growth	₹367.088 ↓ -2.22	₹8,137	-4.3	10.8	6.4	16.4	18.9	-0.5
Aditya Birla Sun Life Infrastructure Fund Growth	₹106.19 ↓ -0.09	₹1,251	-0.4	20	12.9	15.5	16.3	0.7
Invesco India Infrastructure Fund Growth	₹65.47 ↓ -0.16	₹1,548	-5.7	19	5.1	16.5	16.8	-7.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Sep 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	Invesco India Infrastructure Fund
Point 1	Bottom quartile AUM (₹1,500 Cr).	Upper mid AUM (₹3,152 Cr).	Upper mid AUM (₹6,325 Cr).	Lower mid AUM (₹2,493 Cr).	Highest AUM (₹8,137 Cr).	Bottom quartile AUM (₹1,251 Cr).	Lower mid AUM (₹1,548 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 (18+ 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: 15.15% (bottom quartile).	5Y return: 16.18% (bottom quartile).	5Y return: 19.65% (top quartile).	5Y return: 16.47% (lower mid).	5Y return: 18.90% (upper mid).	5Y return: 16.30% (lower mid).	5Y return: 16.85% (upper mid).
Point 6	3Y return: 13.41% (bottom quartile).	3Y return: 13.51% (bottom quartile).	3Y return: 17.96% (top quartile).	3Y return: 14.10% (lower mid).	3Y return: 16.40% (upper mid).	3Y return: 15.45% (lower mid).	3Y return: 16.52% (upper mid).
Point 7	1Y return: -3.03% (bottom quartile).	1Y return: -3.05% (bottom quartile).	1Y return: 12.39% (upper mid).	1Y return: 6.53% (upper mid).	1Y return: 6.42% (lower mid).	1Y return: 12.88% (top quartile).	1Y return: 5.12% (lower mid).
Point 8	Alpha: 0.00 (lower mid).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).	Alpha: 7.51 (upper mid).	Alpha: 6.69 (upper mid).	Alpha: 12.80 (top quartile).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: -0.13 (bottom quartile).	Sharpe: -0.04 (bottom quartile).	Sharpe: 0.52 (upper mid).	Sharpe: 0.36 (lower mid).	Sharpe: 0.48 (upper mid).	Sharpe: 0.60 (top quartile).	Sharpe: 0.25 (lower mid).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (lower mid).	Information ratio: -0.05 (bottom quartile).	Information ratio: 0.40 (top quartile).	Information ratio: 0.10 (upper mid).	Information ratio: 0.00 (bottom quartile).

Bandhan Infrastructure Fund

Bottom quartile AUM (₹1,500 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: High.
5Y return: 15.15% (bottom quartile).
3Y return: 13.41% (bottom quartile).
1Y return: -3.03% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.13 (bottom quartile).
Information ratio: 0.00 (upper mid).

Franklin Build India Fund

Upper mid AUM (₹3,152 Cr).
Established history (17+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 16.18% (bottom quartile).
3Y return: 13.51% (bottom quartile).
1Y return: -3.05% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.04 (bottom quartile).
Information ratio: 0.00 (lower mid).

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

Upper mid AUM (₹6,325 Cr).
Oldest track record among peers (22 yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 19.65% (top quartile).
3Y return: 17.96% (top quartile).
1Y return: 12.39% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.52 (upper mid).
Information ratio: 0.00 (lower mid).

Kotak Infrastructure & Economic Reform Fund

Lower mid AUM (₹2,493 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 16.47% (lower mid).
3Y return: 14.10% (lower mid).
1Y return: 6.53% (upper mid).
Alpha: 7.51 (upper mid).
Sharpe: 0.36 (lower mid).
Information ratio: -0.05 (bottom quartile).

Nippon India Power and Infra Fund

Highest AUM (₹8,137 Cr).
Established history (22+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 18.90% (upper mid).
3Y return: 16.40% (upper mid).
1Y return: 6.42% (lower mid).
Alpha: 6.69 (upper mid).
Sharpe: 0.48 (upper mid).
Information ratio: 0.40 (top quartile).

Aditya Birla Sun Life Infrastructure Fund

Bottom quartile AUM (₹1,251 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 16.30% (lower mid).
3Y return: 15.45% (lower mid).
1Y return: 12.88% (top quartile).
Alpha: 12.80 (top quartile).
Sharpe: 0.60 (top quartile).
Information ratio: 0.10 (upper mid).

Invesco India Infrastructure Fund

Lower mid AUM (₹1,548 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 16.85% (upper mid).
3Y return: 16.52% (upper mid).
1Y return: 5.12% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.25 (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 (₹1,500 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: High.
5Y return: 15.15% (bottom quartile).
3Y return: 13.41% (bottom quartile).
1Y return: -3.03% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.13 (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 (29 Sep 26)	₹47.551 ↑ 0.39 (0.82 %)
Net Assets (Cr)	₹1,500 on 31 Jul 26
Category	Equity - Sectoral
AMC	IDFC Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.11
Sharpe Ratio	-0.13
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

Bandhan 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 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 29 Sep 26

Duration	Returns
1 Month	-3.3%
3 Month	-5.1%
6 Month	11.6%
1 Year	-3%
3 Year	13.4%
5 Year	15.1%
10 Year
15 Year
Since launch	10.5%

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 31 Jul 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 (₹3,152 Cr).
Established history (17+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 16.18% (bottom quartile).
3Y return: 13.51% (bottom quartile).
1Y return: -3.05% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.04 (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 (29 Sep 26)	₹136.307 ↓ -0.12 (-0.09 %)
Net Assets (Cr)	₹3,152 on 31 Aug 26
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	-0.04
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

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 29 Sep 26

Duration	Returns
1 Month	-4.3%
3 Month	-7.6%
6 Month	0.7%
1 Year	-3.1%
3 Year	13.5%
5 Year	16.2%
10 Year
15 Year
Since launch	16.5%

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 31 Aug 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 (₹6,325 Cr).
Oldest track record among peers (22 yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 19.65% (top quartile).
3Y return: 17.96% (top quartile).
1Y return: 12.39% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.52 (upper mid).
Information ratio: 0.00 (lower mid).
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 (29 Sep 26)	₹348.278 ↓ -1.78 (-0.51 %)
Net Assets (Cr)	₹6,325 on 31 Jul 26
Category	Equity - Sectoral
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	0.52
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

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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 29 Sep 26

Duration	Returns
1 Month	-4.5%
3 Month	-3.5%
6 Month	14.9%
1 Year	12.4%
3 Year	18%
5 Year	19.6%
10 Year
15 Year
Since launch	17.3%

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 31 Jul 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 (₹2,493 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 16.47% (lower mid).
3Y return: 14.10% (lower mid).
1Y return: 6.53% (upper mid).
Alpha: 7.51 (upper mid).
Sharpe: 0.36 (lower mid).
Information ratio: -0.05 (bottom quartile).
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 (29 Sep 26)	₹68.345 ↓ -0.23 (-0.34 %)
Net Assets (Cr)	₹2,493 on 31 Aug 26
Category	Equity - Sectoral
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	0.36
Information Ratio	-0.05
Alpha Ratio	7.51
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

Kotak Infrastructure & Economic Reform Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 29 Sep 26

Duration	Returns
1 Month	-3.8%
3 Month	-1%
6 Month	14.6%
1 Year	6.5%
3 Year	14.1%
5 Year	16.5%
10 Year
15 Year
Since launch	10.9%

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 31 Aug 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 (₹8,137 Cr).
Established history (22+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 18.90% (upper mid).
3Y return: 16.40% (upper mid).
1Y return: 6.42% (lower mid).
Alpha: 6.69 (upper mid).
Sharpe: 0.48 (upper mid).
Information ratio: 0.40 (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 (29 Sep 26)	₹367.088 ↓ -2.22 (-0.60 %)
Net Assets (Cr)	₹8,137 on 31 Aug 26
Category	Equity - Sectoral
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.85
Sharpe Ratio	0.48
Information Ratio	0.4
Alpha Ratio	6.69
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

Nippon India Power and Infra 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 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 29 Sep 26

Duration	Returns
1 Month	-4.5%
3 Month	-4.3%
6 Month	10.8%
1 Year	6.4%
3 Year	16.4%
5 Year	18.9%
10 Year
15 Year
Since launch	17.5%

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 31 Aug 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 (₹1,251 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 16.30% (lower mid).
3Y return: 15.45% (lower mid).
1Y return: 12.88% (top quartile).
Alpha: 12.80 (top quartile).
Sharpe: 0.60 (top quartile).
Information ratio: 0.10 (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 (29 Sep 26)	₹106.19 ↓ -0.09 (-0.08 %)
Net Assets (Cr)	₹1,251 on 31 Aug 26
Category	Equity - Sectoral
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.27
Sharpe Ratio	0.6
Information Ratio	0.1
Alpha Ratio	12.8
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 Sep 21	₹10,000
30 Sep 22	₹9,887
30 Sep 23	₹13,715
30 Sep 24	₹20,244
30 Sep 25	₹18,734

Aditya Birla Sun Life Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 29 Sep 26

Duration	Returns
1 Month	-2.8%
3 Month	-0.4%
6 Month	20%
1 Year	12.9%
3 Year	15.5%
5 Year	16.3%
10 Year
15 Year
Since launch	12.2%

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 31 Aug 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. Invesco India Infrastructure Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of infrastructure companies. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Research Highlights for Invesco India Infrastructure Fund

Lower mid AUM (₹1,548 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 16.85% (upper mid).
3Y return: 16.52% (upper mid).
1Y return: 5.12% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.25 (lower mid).
Information ratio: 0.00 (bottom quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Honeywell Automation India Ltd (~9.0%).

Below is the key information for Invesco India Infrastructure Fund

Invesco India Infrastructure Fund Growth
Launch Date	21 Nov 07
NAV (29 Sep 26)	₹65.47 ↓ -0.16 (-0.24 %)
Net Assets (Cr)	₹1,548 on 31 Aug 26
Category	Equity - Sectoral
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.07
Sharpe Ratio	0.25
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	₹10,505
30 Sep 23	₹13,669
30 Sep 24	₹22,635
30 Sep 25	₹20,588

Invesco India Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for Invesco India 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 29 Sep 26

Duration	Returns
1 Month	-5.2%
3 Month	-5.7%
6 Month	19%
1 Year	5.1%
3 Year	16.5%
5 Year	16.8%
10 Year
15 Year
Since launch	10.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-7.1%
2024	33.2%
2023	51.1%
2022	2.3%
2021	55.4%
2020	16.2%
2019	6.1%
2018	-15.8%
2017	48.1%
2016	0.8%

Fund Manager information for Invesco India Infrastructure Fund

Name	Since	Tenure
Sagar Gandhi	1 Mar 25	1.5 Yr.

Data below for Invesco India Infrastructure Fund as on 31 Aug 26

Equity Sector Allocation

Sector	Value
Industrials	75.09%
Basic Materials	5.68%
Technology	5.11%
Real Estate	3.01%
Consumer Cyclical	2.64%
Energy	2.51%
Communication Services	1.92%

Asset Allocation

Asset Class	Value
Cash	4.05%
Equity	95.95%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Honeywell Automation India Ltd (Industrials) Equity, Since 30 Sep 20 \| HONAUT	9%	₹140 Cr	39,388
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	8%	₹123 Cr	303,368 ↑ 76,428
Schneider Electric Infrastructure Ltd (Industrials) Equity, Since 31 Dec 25 \| SCHNEIDER	5%	₹80 Cr	659,223
ABB India Ltd (Industrials) Equity, Since 31 Jul 22 \| ABB	4%	₹62 Cr	81,663 ↓ -5,552
Grindwell Norton Ltd (Industrials) Equity, Since 30 Nov 18 \| 506076	4%	₹59 Cr	291,425 ↓ -3,467
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 May 25 \| INDIGO	4%	₹57 Cr	109,554
Bharat Dynamics Ltd Ordinary Shares (Industrials) Equity, Since 30 Sep 22 \| 541143	3%	₹52 Cr	405,988
Dredging Corp of India Ltd (Industrials) Equity, Since 31 Dec 25 \| DREDGECORP	3%	₹51 Cr	463,827
Ingersoll-Rand (India) Ltd (Industrials) Equity, Since 30 Apr 26 \| INGERRAND	3%	₹49 Cr	101,736
Linde India Ltd (Basic Materials) Equity, Since 30 Jun 25 \| 523457	3%	₹49 Cr	76,426

રોકાણ કરવા માટે શ્રેષ્ઠ ઇન્ફ્રાસ્ટ્રક્ચર ફંડ કેવી રીતે પસંદ કરવું

યોગ્ય ઈન્ફ્રાસ્ટ્રક્ચર ફંડ પસંદ કરવા માટેના કેટલાક મહત્વપૂર્ણ પરિમાણો છે:

1. ફંડની કામગીરી

એવા ફંડ માટે જાઓ કે જેણે છેલ્લાં પાંચ વર્ષમાં સતત પ્રદર્શન કર્યું હોય. ઉપરાંત, 4-5 વર્ષોમાં સતત તેના બેન્ચમાર્કને હરાવી દેતું ફંડ એ પસંદગીની પસંદગી છે.

2. ફંડનું કદ

ફંડ પસંદ કરતી વખતે, વ્યક્તિએ હંમેશા ફંડનું કદ જોવું જોઈએ. જ્યારે ફંડના કદ વચ્ચે કોઈ સંપૂર્ણ વ્યાખ્યા અને સંબંધ નથી, એવું કહેવાય છે કે ખૂબ નાનું અને ખૂબ મોટું બંને, ફંડની કામગીરીને અવરોધી શકે છે. આમ, ફંડની પસંદગી કરતી વખતે, એવી સલાહ આપવામાં આવે છે કે જેની AUM (એસેટ અંડર મેનેજમેન્ટ) લગભગ કેટેગરી જેટલી જ હોય.

3. ફંડ હાઉસ અને ફંડ મેનેજર

ફંડ હાઉસ અને ફંડનું સંચાલન કરતા ફંડ મેનેજરની પ્રતિષ્ઠા પણ જુઓ. ફંડ ગુણવત્તાયુક્ત અને પ્રતિષ્ઠિત પેઢીનું હોવું જોઈએ. વધુમાં, ફંડની કામગીરી મુખ્યત્વે મેનેજરના હાથમાં હોય છે. આમ, ફંડ મેનેજર દ્વારા મેનેજ કરવામાં આવતા ફંડની ભૂતકાળની કામગીરી પણ તેના અનુભવથી તપાસવી જોઈએ.

ઇન્ફ્રાસ્ટ્રક્ચર ડેવલપમેન્ટ તરફ સરકારની પહેલ

ઈન્ફ્રાસ્ટ્રક્ચર સ્પેસમાં ભારત આંતરરાષ્ટ્રીય રોકાણકારો તરફથી નોંધપાત્ર રસ જોઈ રહ્યું છે. દેશમાં ટકાઉ વિકાસ માટે રૂ.ના રોકાણની જરૂર છે. 2022 સુધીમાં ઈન્ફ્રાસ્ટ્રક્ચરમાં 50 ટ્રિલિયન.

ઇન્ફ્રાસ્ટ્રક્ચર વિકાસ તરફ સરકારની કેટલીક ચાવીરૂપ પહેલો નીચે સૂચિબદ્ધ છે:

કેન્દ્રીય બજેટ 2020-21 હેઠળ, ભારતીય રેલ્વેને રૂ.ની ફાળવણી પ્રાપ્ત થઈ છે. 72,216 કરોડ છે.
એપ્રિલ 2020 માં, સરકારે રૂ. આગામી બે વર્ષમાં 15 લાખ કરોડ.
ભારતીયઉર્જા ક્ષેત્ર આગામી 10 વર્ષમાં US$ 300 બિલિયનની મૂડીરોકાણની તકો ઓફર કરવાની અપેક્ષા છે.
કોમ્યુનિકેશન સેક્ટરને રૂ. 38,637.46 કરોડ પોસ્ટ અને ટેલિકોમ્યુનિકેશન વિભાગના વિકાસ માટે.
આવાસ અને શહેરી બાબતોના મંત્રાલયને રૂ. કેન્દ્રીય બજેટ 2020-21 હેઠળ 50,040 કરોડ (US$ 6.85 બિલિયન).

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