શા માટે રોકાણકારોએ કોરોનાવાયરસ વિશે ચિંતા ન કરવી જોઈએ?

Updated on May 29, 2026 , 2194 views

કોરોનાવાયરસ વૈશ્વિક સ્તરે ટ્રેન્ડ કરી રહ્યો છે. ચીનમાં તેના વ્યાપક પ્રકોપ સાથે, દેશ તેની આર્થિક અને નાણાકીય વૃદ્ધિમાં મંદીનો અનુભવ કરી રહ્યો છે. અન્ય દેશો જેમ કે યુ.એસ., સિંગાપોર, યુકે, મલેશિયા, થાઈલેન્ડ વગેરેએ પણ કેટલાક બેકફાયર અનુભવ્યા છે.

વિવિધ ફાર્મા પ્રોડક્ટ્સના ભાવમાં વધારો થયો છે અને રોકાણકારોમાંબજાર ડરી ગયા છે. અને ભારત ચીનના ઉત્પાદનોના સૌથી મોટા આયાતકારોમાંનું એક હોવાથી ભારતીય રોકાણકારોમાં બજારની મંદીનો ડર પ્રવર્તી રહ્યો છે.

રોકાણકારો માટે સારા સમાચાર!

ઉદ્યોગ નિષ્ણાતોએ સમગ્ર પરિસ્થિતિનો અભ્યાસ કર્યો છે અને દરેક રોકાણકારોની દિશામાં લીલી ઝંડી ફરકાવી રહ્યા છે.

તાજેતરના અહેવાલ મુજબ, આર્થિક બાબતોના સચિવ, અતનુ ચક્રવર્તીએ જણાવ્યું હતું કે કોરોનાવાયરસ ફાટી નીકળવાના કારણે ભારતીય આર્થિક પ્રવૃત્તિને અસર થશે નહીં. વધુમાં, રિપોર્ટમાં એ પણ માહિતી આપવામાં આવી છે કે બેંકરોએ કહ્યું છે કે તેઓ હજુ સુધી એવું કંઈ જોઈ શક્યા નથી કે જેનાથી બેંક પર અસર થઈ શકે.અર્થતંત્ર.

તમારે શા માટે ચિંતા ન કરવી જોઈએ?

ઐતિહાસિક રીતે, ઉભરતા રોગો માટે બજારની પ્રતિક્રિયા અલ્પજીવી રહી છે. જો તમે જુઓ, ગંભીર તીવ્ર શ્વસન સિન્ડ્રોમ (SARS) 2003, જે કોરોનાવાયરસ જેવું જ હતું. વાસ્તવમાં, તેની અસર 8100 લોકોને થઈ છે અને 770 લોકોના મોત થયા છે, પરંતુ તે સમયે SARS એ એકમાત્ર વસ્તુ હતી જ્યારે સ્ટોક બાઉન્સ બેક થયો હતો.

સૌથી નોંધપાત્ર રીતે, સ્વાઈન ફ્લૂ કટોકટી પછી પુષ્કળ લાભો અનુસરવામાં આવ્યા હતા અને પછી એક મહાન પુનઃપ્રાપ્તિ આવી હતી.મંદી.

ભારતે વૈશ્વિક સ્તરે વિવિધ પ્રકોપ જોયા છે જેણે ભારતીય અર્થતંત્રને પણ અસર કરી છે. જો કે, અર્થવ્યવસ્થા બાઉન્સ બેક થાય છે અને જ્યારે અર્થવ્યવસ્થાને આંચકો આવે છે ત્યારે રોકાણકારોને હંમેશા વધુ રોકાણ કરવા માટે પ્રોત્સાહિત કરવામાં આવે છે.

ટૂંકા ગાળાના બજારની વધઘટ લાંબા ગાળાના રોકાણ પર ધ્યાન કેન્દ્રિત કરનારા રોકાણકારોના વળતરને અસર કરી શકે નહીં કારણ કે લાંબા ગાળે બજાર બાઉન્સ બેક કરે છે.

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તેથી, લાંબા ગાળા પર ધ્યાન કેન્દ્રિત કરો!

રોકાણકારોએ શાંત રહેવું જોઈએ અને તેમનું ધ્યાન લાંબા ગાળાના લાભો પર રાખવું જોઈએ. ટૂંકા ગાળાની બજારની વધઘટ ટાળો, શિસ્તબદ્ધ રહો અને તમારી સંપત્તિને વળગી રહો.

તમારા ભંડોળને વિવિધ ક્ષેત્રોમાં વિભાજીત કરો અને તમારા પોર્ટફોલિયોમાં વૈવિધ્ય બનાવો. તમારા જોખમ અને વળતરને સંતુલિત કરવાની આ એક શ્રેષ્ઠ રીત છે. આ રીતે, જો એક ફંડ કામગીરી કરવામાં નિષ્ફળ જાય, તો અન્ય ફંડ વળતરને સંતુલિત કરી શકે છે.

તમે શ્રેષ્ઠ વિકલ્પ પસંદ કરી શકો છોSIP દ્વારા મોડમ્યુચ્યુઅલ ફંડ, જ્યાં નાની રકમનું રોકાણ કરવામાં આવે છેઇક્વિટી ફંડ્સ નિયમિત અંતરાલ પર. SIP તરીકે લાભ આપે છેસંયોજન શક્તિ અને રૂપિયાની સરેરાશ કિંમત, બજારની ટૂંકા ગાળાની મુશ્કેલીઓ તમારા પોર્ટફોલિયોને વધુ અસર કરતી નથી. લાંબા ગાળે વળતર હકારાત્મક છે.

નાણાકીય વર્ષ 22 - 23 માં રોકાણ કરવા માટે શ્રેષ્ઠ પ્રદર્શન કરનાર SIP ફંડ

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
ICICI Prudential Infrastructure Fund Growth	₹200.3 ↓ -0.90	₹8,311	100	1.9	1.3	3.5	23.1	24.4	6.7
Nippon India Power and Infra Fund Growth	₹383.44 ↓ -3.93	₹7,707	100	8.5	9.7	11	26.4	24.2	-0.5
DSP India T.I.G.E.R Fund Growth	₹353.01 ↓ -2.34	₹5,789	500	8	11.6	14.3	26.7	24.1	-2.5
LIC MF Infrastructure Fund Growth	₹53.8235 ↓ -0.48	₹1,047	1,000	6.6	8.4	9.1	28.6	24	-3.7
SBI PSU Fund Growth	₹34.8108 ↓ -0.62	₹6,669	500	-6.2	3.7	9	29.8	23.9	11.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 May 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Infrastructure Fund	Nippon India Power and Infra Fund	DSP India T.I.G.E.R Fund	LIC MF Infrastructure Fund	SBI PSU Fund
Point 1	Highest AUM (₹8,311 Cr).	Upper mid AUM (₹7,707 Cr).	Bottom quartile AUM (₹5,789 Cr).	Bottom quartile AUM (₹1,047 Cr).	Lower mid AUM (₹6,669 Cr).
Point 2	Established history (20+ yrs).	Oldest track record among peers (22 yrs).	Established history (21+ yrs).	Established history (18+ yrs).	Established history (15+ yrs).
Point 3	Rating: 3★ (lower mid).	Top rated.	Rating: 4★ (upper mid).	Not Rated.	Rating: 2★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.
Point 5	5Y return: 24.35% (top quartile).	5Y return: 24.22% (upper mid).	5Y return: 24.10% (lower mid).	5Y return: 24.03% (bottom quartile).	5Y return: 23.93% (bottom quartile).
Point 6	3Y return: 23.07% (bottom quartile).	3Y return: 26.41% (bottom quartile).	3Y return: 26.69% (lower mid).	3Y return: 28.65% (upper mid).	3Y return: 29.80% (top quartile).
Point 7	1Y return: 3.53% (bottom quartile).	1Y return: 10.98% (upper mid).	1Y return: 14.26% (top quartile).	1Y return: 9.07% (lower mid).	1Y return: 9.00% (bottom quartile).
Point 8	Alpha: 0.00 (lower mid).	Alpha: 7.84 (upper mid).	Alpha: 0.00 (bottom quartile).	Alpha: 10.33 (top quartile).	Alpha: -2.06 (bottom quartile).
Point 9	Sharpe: 0.34 (bottom quartile).	Sharpe: 0.54 (bottom quartile).	Sharpe: 0.68 (top quartile).	Sharpe: 0.59 (upper mid).	Sharpe: 0.58 (lower mid).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: 0.64 (top quartile).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.50 (upper mid).	Information ratio: -0.34 (bottom quartile).

ICICI Prudential Infrastructure Fund

Highest AUM (₹8,311 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 24.35% (top quartile).
3Y return: 23.07% (bottom quartile).
1Y return: 3.53% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.34 (bottom quartile).
Information ratio: 0.00 (lower mid).

Nippon India Power and Infra Fund

Upper mid AUM (₹7,707 Cr).
Oldest track record among peers (22 yrs).
Top rated.
Risk profile: High.
5Y return: 24.22% (upper mid).
3Y return: 26.41% (bottom quartile).
1Y return: 10.98% (upper mid).
Alpha: 7.84 (upper mid).
Sharpe: 0.54 (bottom quartile).
Information ratio: 0.64 (top quartile).

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

Bottom quartile AUM (₹5,789 Cr).
Established history (21+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 24.10% (lower mid).
3Y return: 26.69% (lower mid).
1Y return: 14.26% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.68 (top quartile).
Information ratio: 0.00 (bottom quartile).

LIC MF Infrastructure Fund

Bottom quartile AUM (₹1,047 Cr).
Established history (18+ yrs).
Not Rated.
Risk profile: High.
5Y return: 24.03% (bottom quartile).
3Y return: 28.65% (upper mid).
1Y return: 9.07% (lower mid).
Alpha: 10.33 (top quartile).
Sharpe: 0.59 (upper mid).
Information ratio: 0.50 (upper mid).

SBI PSU Fund

Lower mid AUM (₹6,669 Cr).
Established history (15+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: High.
5Y return: 23.93% (bottom quartile).
3Y return: 29.80% (top quartile).
1Y return: 9.00% (bottom quartile).
Alpha: -2.06 (bottom quartile).
Sharpe: 0.58 (lower mid).
Information ratio: -0.34 (bottom quartile).

*યાદીશ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ SIP ની નેટ એસેટ્સ/ AUM કરતાં વધુ છે200 કરોડ મ્યુચ્યુઅલ ફંડની ઇક્વિટી કેટેગરીમાં 5 વર્ષના આધારે ઓર્ડર કરવામાં આવે છેCAGR પરત કરે છે.

1. ICICI Prudential Infrastructure Fund

To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments.

Research Highlights for ICICI Prudential Infrastructure Fund

Highest AUM (₹8,311 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 24.35% (top quartile).
3Y return: 23.07% (bottom quartile).
1Y return: 3.53% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.34 (bottom quartile).
Information ratio: 0.00 (lower mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding InterGlobe Aviation Ltd (~8.7%).

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund Growth
Launch Date	31 Aug 05
NAV (29 May 26)	₹200.3 ↓ -0.90 (-0.45 %)
Net Assets (Cr)	₹8,311 on 30 Apr 26
Category	Equity - Sectoral
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	0.34
Information Ratio	0
Alpha Ratio	0
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
31 May 21	₹10,000
31 May 22	₹12,289
31 May 23	₹15,941
31 May 24	₹26,282
31 May 25	₹28,419
31 May 26	₹29,491

ICICI Prudential Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 Invest Now

Returns for ICICI Prudential 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 May 26

Duration	Returns
1 Month	-0.7%
3 Month	1.9%
6 Month	1.3%
1 Year	3.5%
3 Year	23.1%
5 Year	24.4%
10 Year
15 Year
Since launch	15.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	6.7%
2024	27.4%
2023	44.6%
2022	28.8%
2021	50.1%
2020	3.6%
2019	2.6%
2018	-14%
2017	40.8%
2016	2%

Fund Manager information for ICICI Prudential Infrastructure Fund

Name	Since	Tenure
Ihab Dalwai	3 Jun 17	8.91 Yr.
Sharmila D’mello	30 Jun 22	3.84 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Industrials	47.14%
Financial Services	10.2%
Basic Materials	10.04%
Utility	9.84%
Real Estate	9.04%
Energy	6.55%
Consumer Cyclical	2.19%
Communication Services	0.09%

Asset Allocation

Asset Class	Value
Cash	4.96%
Equity	95.04%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
InterGlobe Aviation Ltd (Industrials) Equity, Since 28 Feb 23 \| INDIGO	9%	₹655 Cr	1,661,985 ↑ 270,536
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 09 \| LT	7%	₹528 Cr	1,505,704 ↑ 100,000
Oberoi Realty Ltd (Real Estate) Equity, Since 31 May 23 \| OBEROIRLTY	5%	₹374 Cr	2,636,802 ↑ 603,969
NTPC Ltd (Utilities) Equity, Since 29 Feb 16 \| 532555	5%	₹346 Cr	9,326,448
Shree Cement Ltd (Basic Materials) Equity, Since 30 Apr 24 \| 500387	3%	₹226 Cr	98,292 ↑ 33,738
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Nov 25 \| 532929	3%	₹219 Cr	3,363,877 ↑ 462,828
Container Corporation of India Ltd (Industrials) Equity, Since 31 Jan 16 \| CONCOR	3%	₹219 Cr	5,142,440 ↑ 2,109,364
Kalpataru Projects International Ltd (Industrials) Equity, Since 30 Sep 06 \| KPIL	3%	₹212 Cr	2,005,608 ↑ 73,641
AIA Engineering Ltd (Industrials) Equity, Since 28 Feb 21 \| AIAENG	3%	₹209 Cr	574,561
Reliance Industries Ltd (Energy) Equity, Since 31 Jul 23 \| RELIANCE	3%	₹192 Cr	1,429,725 ↓ -100,000

2. 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

Upper mid AUM (₹7,707 Cr).
Oldest track record among peers (22 yrs).
Top rated.
Risk profile: High.
5Y return: 24.22% (upper mid).
3Y return: 26.41% (bottom quartile).
1Y return: 10.98% (upper mid).
Alpha: 7.84 (upper mid).
Sharpe: 0.54 (bottom quartile).
Information ratio: 0.64 (top quartile).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding Reliance Industries Ltd (~8.7%).

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 May 26)	₹383.44 ↓ -3.93 (-1.01 %)
Net Assets (Cr)	₹7,707 on 30 Apr 26
Category	Equity - Sectoral
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.85
Sharpe Ratio	0.54
Information Ratio	0.64
Alpha Ratio	7.84
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
31 May 21	₹10,000
31 May 22	₹11,291
31 May 23	₹14,690
31 May 24	₹26,370
31 May 25	₹26,323
31 May 26	₹29,409

Nippon India Power and Infra Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 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 May 26

Duration	Returns
1 Month	0.5%
3 Month	8.5%
6 Month	9.7%
1 Year	11%
3 Year	26.4%
5 Year	24.2%
10 Year
15 Year
Since launch	18%

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	7.94 Yr.
Rahul Modi	19 Aug 24	1.7 Yr.
Amber Singhania	11 Mar 26	0.14 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	35.15%
Utility	22.71%
Consumer Cyclical	10.87%
Energy	10.01%
Basic Materials	6.11%
Technology	4.98%
Financial Services	3.58%
Health Care	2.11%
Communication Services	2.08%
Real Estate	1.65%

Asset Allocation

Asset Class	Value
Cash	0.74%
Equity	99.26%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 18 \| RELIANCE	9%	₹667 Cr	4,660,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 07 \| LT	7%	₹541 Cr	1,346,958 ↑ 182,621
NTPC Ltd (Utilities) Equity, Since 31 May 09 \| 532555	7%	₹525 Cr	13,154,060 ↓ -645,940
NTPC Green Energy Ltd (Utilities) Equity, Since 30 Nov 24 \| NTPCGREEN	4%	₹288 Cr	26,191,079 ↑ 1,700,000
Tata Power Co Ltd (Utilities) Equity, Since 30 Apr 23 \| 500400	3%	₹265 Cr	5,950,789 ↓ -1,650,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Sep 24 \| 500103	3%	₹245 Cr	6,948,468 ↑ 100,000
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 30 Sep 24 \| 500093	2%	₹176 Cr	2,170,014 ↓ -550,000
Triveni Turbine Ltd (Industrials) Equity, Since 30 Jun 25 \| 533655	2%	₹176 Cr	3,073,288 ↑ 60,249
Power Finance Corp Ltd (Financial Services) Equity, Since 31 Oct 24 \| 532810	2%	₹175 Cr	3,900,000 ↑ 300,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Oct 19 \| 532538	2%	₹174 Cr	150,000

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

Bottom quartile AUM (₹5,789 Cr).
Established history (21+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 24.10% (lower mid).
3Y return: 26.69% (lower mid).
1Y return: 14.26% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.68 (top quartile).
Information ratio: 0.00 (bottom quartile).
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 (29 May 26)	₹353.01 ↓ -2.34 (-0.66 %)
Net Assets (Cr)	₹5,789 on 30 Apr 26
Category	Equity - Sectoral
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	0.68
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
31 May 21	₹10,000
31 May 22	₹11,655
31 May 23	₹14,449
31 May 24	₹25,883
31 May 25	₹25,501
31 May 26	₹29,155

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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 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 May 26

Duration	Returns
1 Month	1.8%
3 Month	8%
6 Month	11.6%
1 Year	14.3%
3 Year	26.7%
5 Year	24.1%
10 Year
15 Year
Since launch	17.6%

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	15.87 Yr.

Data below for DSP India T.I.G.E.R Fund as on 30 Apr 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. LIC MF Infrastructure Fund

The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector.

Research Highlights for LIC MF Infrastructure Fund

Bottom quartile AUM (₹1,047 Cr).
Established history (18+ yrs).
Not Rated.
Risk profile: High.
5Y return: 24.03% (bottom quartile).
3Y return: 28.65% (upper mid).
1Y return: 9.07% (lower mid).
Alpha: 10.33 (top quartile).
Sharpe: 0.59 (upper mid).
Information ratio: 0.50 (upper mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding Bharti Airtel Ltd (~5.1%).

Below is the key information for LIC MF Infrastructure Fund

LIC MF Infrastructure Fund Growth
Launch Date	29 Feb 08
NAV (29 May 26)	₹53.8235 ↓ -0.48 (-0.89 %)
Net Assets (Cr)	₹1,047 on 30 Apr 26
Category	Equity - Sectoral
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	Not Rated
Risk	High
Expense Ratio	2.21
Sharpe Ratio	0.59
Information Ratio	0.5
Alpha Ratio	10.33
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
31 May 21	₹10,000
31 May 22	₹11,769
31 May 23	₹13,631
31 May 24	₹24,318
31 May 25	₹26,424
31 May 26	₹28,936

LIC MF Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 Invest Now

Returns for LIC MF 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 May 26

Duration	Returns
1 Month	3.3%
3 Month	6.6%
6 Month	8.4%
1 Year	9.1%
3 Year	28.6%
5 Year	24%
10 Year
15 Year
Since launch	9.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-3.7%
2024	47.8%
2023	44.4%
2022	7.9%
2021	46.6%
2020	-0.1%
2019	13.3%
2018	-14.6%
2017	42.2%
2016	-2.2%

Fund Manager information for LIC MF Infrastructure Fund

Name	Since	Tenure
Sumit Bhatnagar	7 Apr 26	0.07 Yr.
Mahesh Bendre	1 Jul 24	1.83 Yr.

Data below for LIC MF Infrastructure Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Industrials	32.59%
Consumer Cyclical	24.07%
Utility	9.79%
Basic Materials	9.21%
Communication Services	7.33%
Financial Services	4.31%
Health Care	3.19%
Real Estate	2.12%
Technology	0.79%

Asset Allocation

Asset Class	Value
Cash	6.6%
Equity	93.4%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| BHARTIARTL	5%	₹53 Cr	281,826 ↑ 118,739
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Apr 09 \| LT	5%	₹47 Cr	117,852 ↑ 2,505
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 30 Sep 25 \| MARUTI	4%	₹45 Cr	33,850 ↑ 22,497
Tata Motors Passenger Vehicles Ltd (Consumer Cyclical) Equity, Since 28 Feb 26 \| TMPV	4%	₹45 Cr	1,315,651 ↑ 461,129
Tata Motors Ltd (Consumer Cyclical) Equity, Since 31 Oct 25 \| TMCV	4%	₹41 Cr	988,950 ↑ 422,131
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Jun 25 \| APOLLOHOSP	3%	₹33 Cr	43,676 ↑ 928
NTPC Ltd (Utilities) Equity, Since 31 Mar 23 \| 532555	3%	₹33 Cr	821,696 ↑ 17,465
Carraro India Ltd (Consumer Cyclical) Equity, Since 31 Dec 24 \| CARRARO	3%	₹32 Cr	572,991 ↑ 155,777
Garware Hi-Tech Films Ltd (Basic Materials) Equity, Since 31 Aug 23 \| 500655	3%	₹29 Cr	73,009 ↑ 1,551
Bharat Bijlee Ltd (Industrials) Equity, Since 31 Jul 22 \| BBL	3%	₹29 Cr	92,628 ↑ 1,968

5. SBI PSU Fund

The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others.

Research Highlights for SBI PSU Fund

Lower mid AUM (₹6,669 Cr).
Established history (15+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: High.
5Y return: 23.93% (bottom quartile).
3Y return: 29.80% (top quartile).
1Y return: 9.00% (bottom quartile).
Alpha: -2.06 (bottom quartile).
Sharpe: 0.58 (lower mid).
Information ratio: -0.34 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding State Bank of India (~16.9%).
Top-3 holdings concentration ~35.7%.

Below is the key information for SBI PSU Fund

SBI PSU Fund Growth
Launch Date	7 Jul 10
NAV (29 May 26)	₹34.8108 ↓ -0.62 (-1.76 %)
Net Assets (Cr)	₹6,669 on 30 Apr 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	0.58
Information Ratio	-0.34
Alpha Ratio	-2.06
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
31 May 21	₹10,000
31 May 22	₹10,885
31 May 23	₹13,250
31 May 24	₹26,908
31 May 25	₹26,604
31 May 26	₹29,030

SBI PSU 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 SBI PSU 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 May 26

Duration	Returns
1 Month	-4.3%
3 Month	-6.2%
6 Month	3.7%
1 Year	9%
3 Year	29.8%
5 Year	23.9%
10 Year
15 Year
Since launch	8.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	11.3%
2024	23.5%
2023	54%
2022	29%
2021	32.4%
2020	-10%
2019	6%
2018	-23.8%
2017	21.9%
2016	16.2%

Fund Manager information for SBI PSU Fund

Name	Since	Tenure
Rohit Shimpi	1 Jun 24	1.91 Yr.

Data below for SBI PSU Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Financial Services	31.44%
Utility	31.28%
Industrials	13.3%
Energy	12.65%
Basic Materials	6.77%

Asset Allocation

Asset Class	Value
Cash	4.48%
Equity	95.45%
Debt	0.07%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
State Bank of India (Financial Services) Equity, Since 31 Jul 10 \| SBIN	17%	₹1,125 Cr	10,527,500 ↑ 600,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Jul 10 \| 532898	10%	₹635 Cr	19,935,554
GAIL (India) Ltd (Utilities) Equity, Since 31 May 24 \| 532155	9%	₹623 Cr	38,150,000
NTPC Ltd (Utilities) Equity, Since 31 Jul 10 \| 532555	9%	₹616 Cr	15,443,244
Bharat Electronics Ltd (Industrials) Equity, Since 30 Jun 24 \| BEL	9%	₹577 Cr	13,385,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 May 20 \| 500312	7%	₹439 Cr	14,655,000 ↑ 1,100,000
Bank of Baroda (Financial Services) Equity, Since 31 Aug 24 \| 532134	5%	₹345 Cr	13,100,000
Bharat Petroleum Corp Ltd (Energy) Equity, Since 31 Aug 24 \| 500547	4%	₹291 Cr	9,700,000
NMDC Ltd (Basic Materials) Equity, Since 31 Oct 23 \| 526371	4%	₹252 Cr	27,900,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Jun 25 \| 500103	3%	₹229 Cr	6,500,000

શાંત રહો, લાંબા ગાળાના વળતર પર ધ્યાન કેન્દ્રિત કરો અને તમારા રોકાણોને ટૂંકા ગાળાની વધઘટમાંથી પાછા આવવા દો!

Disclaimer:
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.