7 बेस्ट परफॉर्मिंग इंफ्रास्ट्रक्चर म्यूचुअल फंड 2022 - 2023

Updated on March 17, 2026 , 104714 views

मई 2014 में केंद्र में एक नई सरकार के सत्ता में आने के बाद इंफ्रास्ट्रक्चर सेक्टर फंड के लिए महत्वपूर्ण मोड़ आया। केंद्रीय बजट 2020-21 में, सरकार ने आवंटित किया हैरु. 1,69,637 करोड़ परिवहन के बुनियादी ढांचे को विकसित करने के लिए।

इंफ्रास्ट्रक्चर फंड वे हैंक्षेत्र निधि जो उन कंपनियों में निवेश करती हैं जो भारत में बुनियादी ढांचे के विकास में प्रत्यक्ष या अप्रत्यक्ष रूप से शामिल हैं। उद्योग में शामिल कंपनियां जैसे ऊर्जा, बिजली, धातु, संपत्ति, आदि, बुनियादी ढांचा खंड का एक हिस्सा हैं। हालांकि बुनियादी ढांचा कंपनियों के शेयर 2008 के वित्तीय संकट के दौरान दुर्घटनाग्रस्त हो गए, लेकिन इसने वर्ष 2014 से अच्छा प्रदर्शन करना शुरू कर दिया।

साथ ही, देश के बुनियादी ढांचे के विकास में मोदी सरकार की गहरी दिलचस्पी ने इस फंड में कई निवेशकों का ध्यान खींचा है। कई शीर्ष प्रदर्शन करने वाली बुनियादी ढांचा योजनाओं ने इससे अधिक दिया है35% रिटर्न पिछले एक साल में। ऐसी शीर्ष प्रदर्शन करने वाली योजनाएं नीचे सूचीबद्ध हैं।

जो निवेशक इस फंड में निवेश करने के इच्छुक हैं, उन्हें सलाह दी जाती है कि वे अपने एयूएम (जो कि 100 करोड़ से अधिक होना चाहिए) के साथ योजना के पिछले 5 वर्षों के प्रदर्शन की जांच करें। साथ ही, किसी को यह नहीं भूलना चाहिए कि ये फंड सेक्टर-विशिष्ट फंड हैं और ऐसे फंड जोखिम में अधिक होते हैं। इस प्रकार, एकइन्वेस्टर जो इस क्षेत्र के बारे में पूरी जानकारी रखता है और इक्विटी में अनुभवी हैनिवेश इस फंड में ही निवेश करना चाहिए।

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भारत में 7 सर्वश्रेष्ठ इंफ्रास्ट्रक्चर सेक्टर फंड वित्त वर्ष 22 - 23

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Franklin Build India Fund Growth	₹136.234 ↓ -3.46	₹3,174	-3.9	-5.1	7.9	24.6	22.1	3.7
Bandhan Infrastructure Fund Growth	₹43.638 ↓ -1.12	₹1,469	-8.5	-14.1	-2	20.5	19.3	-6.9
DSP India T.I.G.E.R Fund Growth	₹305.751 ↓ -6.52	₹5,460	-1.7	-4	10.1	23.9	23.1	-2.5
Nippon India Power and Infra Fund Growth	₹333.844 ↓ -8.44	₹7,128	-2.5	-6	8.4	24	22.5	-0.5
Kotak Infrastructure & Economic Reform Fund Growth	₹60.181 ↓ -1.96	₹2,339	-6.8	-9.6	7.2	16.5	19.5	-3.7
Aditya Birla Sun Life Infrastructure Fund Growth	₹89.26 ↓ -2.36	₹1,120	-5	-8	7	19.4	17.9	0.7
ICICI Prudential Infrastructure Fund Growth	₹181.25 ↓ -4.68	₹8,098	-6.8	-8	4.7	21.4	24.3	6.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 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	ICICI Prudential Infrastructure Fund
Point 1	Lower mid AUM (₹3,174 Cr).	Bottom quartile AUM (₹1,469 Cr).	Upper mid AUM (₹5,460 Cr).	Upper mid AUM (₹7,128 Cr).	Lower mid AUM (₹2,339 Cr).	Bottom quartile AUM (₹1,120 Cr).	Highest AUM (₹8,098 Cr).
Point 2	Established history (16+ yrs).	Established history (15+ yrs).	Oldest track record among peers (21 yrs).	Established history (21+ yrs).	Established history (18+ yrs).	Established history (20+ yrs).	Established history (20+ 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: 22.11% (lower mid).	5Y return: 19.27% (bottom quartile).	5Y return: 23.10% (upper mid).	5Y return: 22.45% (upper mid).	5Y return: 19.48% (lower mid).	5Y return: 17.91% (bottom quartile).	5Y return: 24.33% (top quartile).
Point 6	3Y return: 24.63% (top quartile).	3Y return: 20.53% (lower mid).	3Y return: 23.86% (upper mid).	3Y return: 23.98% (upper mid).	3Y return: 16.54% (bottom quartile).	3Y return: 19.44% (bottom quartile).	3Y return: 21.44% (lower mid).
Point 7	1Y return: 7.92% (upper mid).	1Y return: -2.00% (bottom quartile).	1Y return: 10.09% (top quartile).	1Y return: 8.36% (upper mid).	1Y return: 7.22% (lower mid).	1Y return: 7.00% (lower mid).	1Y return: 4.72% (bottom quartile).
Point 8	Alpha: 0.00 (lower mid).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).	Alpha: 0.23 (upper mid).	Alpha: 3.62 (top quartile).	Alpha: 3.27 (upper mid).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 1.51 (top quartile).	Sharpe: 0.60 (bottom quartile).	Sharpe: 1.34 (upper mid).	Sharpe: 1.10 (lower mid).	Sharpe: 1.20 (lower mid).	Sharpe: 1.22 (upper mid).	Sharpe: 1.03 (bottom quartile).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.34 (top quartile).	Information ratio: -0.40 (bottom quartile).	Information ratio: -0.19 (bottom quartile).	Information ratio: 0.00 (lower mid).

Franklin Build India Fund

Lower mid AUM (₹3,174 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 22.11% (lower mid).
3Y return: 24.63% (top quartile).
1Y return: 7.92% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 1.51 (top quartile).
Information ratio: 0.00 (upper mid).

Bandhan Infrastructure Fund

Bottom quartile AUM (₹1,469 Cr).
Established history (15+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 19.27% (bottom quartile).
3Y return: 20.53% (lower mid).
1Y return: -2.00% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.60 (bottom quartile).
Information ratio: 0.00 (upper mid).

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

Upper mid AUM (₹5,460 Cr).
Oldest track record among peers (21 yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 23.10% (upper mid).
3Y return: 23.86% (upper mid).
1Y return: 10.09% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.34 (upper mid).
Information ratio: 0.00 (lower mid).

Nippon India Power and Infra Fund

Upper mid AUM (₹7,128 Cr).
Established history (21+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 22.45% (upper mid).
3Y return: 23.98% (upper mid).
1Y return: 8.36% (upper mid).
Alpha: 0.23 (upper mid).
Sharpe: 1.10 (lower mid).
Information ratio: 0.34 (top quartile).

Kotak Infrastructure & Economic Reform Fund

Lower mid AUM (₹2,339 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 19.48% (lower mid).
3Y return: 16.54% (bottom quartile).
1Y return: 7.22% (lower mid).
Alpha: 3.62 (top quartile).
Sharpe: 1.20 (lower mid).
Information ratio: -0.40 (bottom quartile).

Aditya Birla Sun Life Infrastructure Fund

Bottom quartile AUM (₹1,120 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 17.91% (bottom quartile).
3Y return: 19.44% (bottom quartile).
1Y return: 7.00% (lower mid).
Alpha: 3.27 (upper mid).
Sharpe: 1.22 (upper mid).
Information ratio: -0.19 (bottom quartile).

ICICI Prudential Infrastructure Fund

Highest AUM (₹8,098 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 24.33% (top quartile).
3Y return: 21.44% (lower mid).
1Y return: 4.72% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.03 (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

Lower mid AUM (₹3,174 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 22.11% (lower mid).
3Y return: 24.63% (top quartile).
1Y return: 7.92% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 1.51 (top quartile).
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 (19 Mar 26)	₹136.234 ↓ -3.46 (-2.47 %)
Net Assets (Cr)	₹3,174 on 28 Feb 26
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	1.51
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
28 Feb 21	₹10,000
28 Feb 22	₹12,098
28 Feb 23	₹13,800
29 Feb 24	₹23,698
28 Feb 25	₹23,292
28 Feb 26	₹29,368

Franklin Build India 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 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 19 Mar 26

Duration	Returns
1 Month	-7.9%
3 Month	-3.9%
6 Month	-5.1%
1 Year	7.9%
3 Year	24.6%
5 Year	22.1%
10 Year
15 Year
Since launch	17.1%

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	4.37 Yr.
Kiran Sebastian	7 Feb 22	4.06 Yr.
Sandeep Manam	18 Oct 21	4.37 Yr.

Data below for Franklin Build India Fund as on 28 Feb 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 (₹1,469 Cr).
Established history (15+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 19.27% (bottom quartile).
3Y return: 20.53% (lower mid).
1Y return: -2.00% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.60 (bottom quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Larsen & Toubro Ltd (~6.3%).

Below is the key information for Bandhan Infrastructure Fund

Bandhan Infrastructure Fund Growth
Launch Date	8 Mar 11
NAV (19 Mar 26)	₹43.638 ↓ -1.12 (-2.50 %)
Net Assets (Cr)	₹1,469 on 28 Feb 26
Category	Equity - Sectoral
AMC	IDFC Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.1
Sharpe Ratio	0.6
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
28 Feb 21	₹10,000
28 Feb 22	₹12,536
28 Feb 23	₹13,545
29 Feb 24	₹23,385
28 Feb 25	₹22,624
28 Feb 26	₹26,267

Bandhan Infrastructure 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 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 19 Mar 26

Duration	Returns
1 Month	-7.4%
3 Month	-8.5%
6 Month	-14.1%
1 Year	-2%
3 Year	20.5%
5 Year	19.3%
10 Year
15 Year
Since launch	10.3%

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	2.1 Yr.
Ritika Behera	7 Oct 23	2.4 Yr.
Gaurav Satra	7 Jun 24	1.73 Yr.

Data below for Bandhan Infrastructure Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Industrials	54.94%
Utility	13.59%
Basic Materials	9.78%
Energy	4.87%
Communication Services	4.4%
Technology	3.76%
Health Care	2.68%
Financial Services	2.6%
Real Estate	1.17%
Consumer Cyclical	0.23%

Asset Allocation

Asset Class	Value
Cash	1.98%
Equity	98.02%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	6%	₹93 Cr	216,683 ↑ 5,490
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 24 \| RELIANCE	5%	₹72 Cr	513,178
Kirloskar Brothers Ltd (Industrials) Equity, Since 31 Dec 17 \| KIRLOSBROS	4%	₹65 Cr	410,546
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	4%	₹65 Cr	343,670
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Mar 14 \| ULTRACEMCO	4%	₹62 Cr	48,772
Bharat Electronics Ltd (Industrials) Equity, Since 31 Oct 19 \| BEL	4%	₹61 Cr	1,362,488
GPT Infraprojects Ltd (Industrials) Equity, Since 30 Nov 17 \| GPTINFRA	4%	₹59 Cr	4,733,244
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Aug 24 \| INDIGO	4%	₹57 Cr	118,992
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 31 Dec 23 \| ADANIPORTS	3%	₹45 Cr	296,403
PTC India Financial Services Ltd (Financial Services) Equity, Since 31 Dec 23 \| PFS	3%	₹38 Cr	12,400,122

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 (₹5,460 Cr).
Oldest track record among peers (21 yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 23.10% (upper mid).
3Y return: 23.86% (upper mid).
1Y return: 10.09% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.34 (upper mid).
Information ratio: 0.00 (lower mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Larsen & Toubro 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 (19 Mar 26)	₹305.751 ↓ -6.52 (-2.09 %)
Net Assets (Cr)	₹5,460 on 28 Feb 26
Category	Equity - Sectoral
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	1.34
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
28 Feb 21	₹10,000
28 Feb 22	₹12,599
28 Feb 23	₹14,649
29 Feb 24	₹23,990
28 Feb 25	₹23,841
28 Feb 26	₹30,113

DSP India T.I.G.E.R 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 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 19 Mar 26

Duration	Returns
1 Month	-5.3%
3 Month	-1.7%
6 Month	-4%
1 Year	10.1%
3 Year	23.9%
5 Year	23.1%
10 Year
15 Year
Since launch	17%

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	15.7 Yr.

Data below for DSP India T.I.G.E.R Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Industrials	30.15%
Basic Materials	13.33%
Financial Services	12.87%
Utility	11.23%
Consumer Cyclical	9.37%
Energy	6.88%
Health Care	6.25%
Communication Services	2.9%
Real Estate	1.5%
Technology	1.45%
Consumer Defensive	1.19%

Asset Allocation

Asset Class	Value
Cash	2.9%
Equity	97.1%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 04 \| LT	5%	₹290 Cr	678,645
NTPC Ltd (Utilities) Equity, Since 30 Nov 17 \| NTPC	5%	₹270 Cr	7,063,207 ↓ -82,676
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Dec 24 \| APOLLOHOSP	4%	₹236 Cr	301,630 ↑ 18,486
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Dec 24 \| AMBER	3%	₹175 Cr	219,234 ↑ 21,969
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 May 25 \| MCX	3%	₹166 Cr	680,825
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Jan 25 \| POWERGRID	3%	₹166 Cr	5,567,574
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 18 \| BHARTIARTL	3%	₹153 Cr	812,745
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 31 Mar 23 \| KIRLOSENG	3%	₹144 Cr	1,030,925 ↓ -123,339
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 Oct 25 \| HAL	2%	₹119 Cr	305,098
Max Financial Services Ltd (Financial Services) Equity, Since 30 Apr 25 \| MFSL	2%	₹119 Cr	656,909

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

Upper mid AUM (₹7,128 Cr).
Established history (21+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 22.45% (upper mid).
3Y return: 23.98% (upper mid).
1Y return: 8.36% (upper mid).
Alpha: 0.23 (upper mid).
Sharpe: 1.10 (lower mid).
Information ratio: 0.34 (top quartile).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding Reliance Industries Ltd (~9.1%).

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 (19 Mar 26)	₹333.844 ↓ -8.44 (-2.47 %)
Net Assets (Cr)	₹7,128 on 28 Feb 26
Category	Equity - Sectoral
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.85
Sharpe Ratio	1.1
Information Ratio	0.34
Alpha Ratio	0.23
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
28 Feb 21	₹10,000
28 Feb 22	₹11,969
28 Feb 23	₹14,131
29 Feb 24	₹25,118
28 Feb 25	₹23,502
28 Feb 26	₹29,232

Nippon India Power and Infra 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 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 19 Mar 26

Duration	Returns
1 Month	-4.4%
3 Month	-2.5%
6 Month	-6%
1 Year	8.4%
3 Year	24%
5 Year	22.5%
10 Year
15 Year
Since launch	17.4%

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	7.77 Yr.
Rahul Modi	19 Aug 24	1.53 Yr.
Lokesh Maru	5 Sep 25	0.48 Yr.
Divya Sharma	5 Sep 25	0.48 Yr.

Data below for Nippon India Power and Infra Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Industrials	33.38%
Utility	23.94%
Consumer Cyclical	11.53%
Energy	10.24%
Basic Materials	6.92%
Technology	4.32%
Financial Services	2.91%
Health Care	2.3%
Communication Services	2.06%
Real Estate	1.62%

Asset Allocation

Asset Class	Value
Cash	0.78%
Equity	99.22%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 18 \| RELIANCE	9%	₹650 Cr	4,660,000
NTPC Ltd (Utilities) Equity, Since 31 May 09 \| NTPC	8%	₹592 Cr	15,500,000 ↓ -1,500,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 07 \| LT	6%	₹423 Cr	989,337
Tata Power Co Ltd (Utilities) Equity, Since 30 Apr 23 \| TATAPOWER	4%	₹298 Cr	7,900,789
NTPC Green Energy Ltd (Utilities) Equity, Since 30 Nov 24 \| NTPCGREEN	3%	₹203 Cr	22,571,079 ↑ 4,213,009
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 30 Sep 24 \| CGPOWER	3%	₹197 Cr	2,720,014 ↓ -300,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Oct 19 \| ULTRACEMCO	3%	₹190 Cr	150,000 ↓ -10,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Sep 24 \| BHEL	3%	₹183 Cr	6,900,000 ↑ 400,000
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Jan 22 \| APOLLOHOSP	2%	₹164 Cr	210,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 18 \| BHARTIARTL	2%	₹147 Cr	780,000 ↓ -270,000

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 (₹2,339 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 19.48% (lower mid).
3Y return: 16.54% (bottom quartile).
1Y return: 7.22% (lower mid).
Alpha: 3.62 (top quartile).
Sharpe: 1.20 (lower mid).
Information ratio: -0.40 (bottom quartile).
Top sector: Industrials.
Equity-heavy allocation (~100%).
Largest holding Larsen & Toubro Ltd (~11.2%).

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

Kotak Infrastructure & Economic Reform Fund Growth
Launch Date	25 Feb 08
NAV (19 Mar 26)	₹60.181 ↓ -1.96 (-3.15 %)
Net Assets (Cr)	₹2,339 on 28 Feb 26
Category	Equity - Sectoral
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	1.2
Information Ratio	-0.4
Alpha Ratio	3.62
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
28 Feb 21	₹10,000
28 Feb 22	₹12,457
28 Feb 23	₹15,287
29 Feb 24	₹22,312
28 Feb 25	₹21,204
28 Feb 26	₹26,769

Kotak Infrastructure & Economic Reform 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 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 19 Mar 26

Duration	Returns
1 Month	-8.9%
3 Month	-6.8%
6 Month	-9.6%
1 Year	7.2%
3 Year	16.5%
5 Year	19.5%
10 Year
15 Year
Since launch	10.4%

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	2.41 Yr.

Data below for Kotak Infrastructure & Economic Reform Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Industrials	48.66%
Basic Materials	12.47%
Consumer Cyclical	11.19%
Communication Services	10.44%
Energy	6.77%
Financial Services	3.35%
Technology	2.27%
Utility	2.03%
Real Estate	1.81%
Health Care	1.02%

Asset Allocation

Asset Class	Value
Equity	100.01%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 15 \| LT	11%	₹262 Cr	612,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 20 \| BHARTIARTL	6%	₹142 Cr	755,000
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 25 \| RELIANCE	5%	₹110 Cr	792,000
Indus Towers Ltd Ordinary Shares (Communication Services) Equity, Since 31 Jul 25 \| INDUSTOWER	4%	₹102 Cr	2,250,000
Kalpataru Projects International Ltd (Industrials) Equity, Since 31 Aug 17 \| KPIL	3%	₹78 Cr	630,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Mar 15 \| ULTRACEMCO	3%	₹76 Cr	60,000
VST Tillers Tractors Ltd (Industrials) Equity, Since 30 Apr 24 \| VSTTILLERS	3%	₹75 Cr	130,659
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Oct 15 \| SOLARINDS	3%	₹73 Cr	54,000
Cummins India Ltd (Industrials) Equity, Since 30 Sep 12 \| CUMMINSIND	3%	₹71 Cr	145,800
Shree Cement Ltd (Basic Materials) Equity, Since 31 Dec 11 \| SHREECEM	3%	₹70 Cr	27,000

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 (₹1,120 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 17.91% (bottom quartile).
3Y return: 19.44% (bottom quartile).
1Y return: 7.00% (lower mid).
Alpha: 3.27 (upper mid).
Sharpe: 1.22 (upper mid).
Information ratio: -0.19 (bottom quartile).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Larsen & Toubro Ltd (~7.2%).

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 (19 Mar 26)	₹89.26 ↓ -2.36 (-2.58 %)
Net Assets (Cr)	₹1,120 on 28 Feb 26
Category	Equity - Sectoral
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.25
Sharpe Ratio	1.22
Information Ratio	-0.19
Alpha Ratio	3.27
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
28 Feb 21	₹10,000
28 Feb 22	₹11,685
28 Feb 23	₹12,970
29 Feb 24	₹20,636
28 Feb 25	₹19,304
28 Feb 26	₹24,290

Aditya Birla Sun Life Infrastructure Fund SIP Returns

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

Returns for 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 19 Mar 26

Duration	Returns
1 Month	-7.3%
3 Month	-5%
6 Month	-8%
1 Year	7%
3 Year	19.4%
5 Year	17.9%
10 Year
15 Year
Since launch	11.6%

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	3.44 Yr.

Data below for Aditya Birla Sun Life Infrastructure Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Industrials	50.66%
Basic Materials	9.92%
Financial Services	6.99%
Consumer Cyclical	6.29%
Communication Services	6.21%
Utility	5.44%
Energy	4.07%
Real Estate	2.84%
Health Care	2.12%

Asset Allocation

Asset Class	Value
Cash	4.55%
Equity	95.45%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 19 \| LT	7%	₹81 Cr	189,713
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Jun 19 \| BHARTIARTL	6%	₹65 Cr	344,208
NTPC Ltd (Utilities) Equity, Since 30 Jun 17 \| NTPC	4%	₹47 Cr	1,230,477
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 22 \| RELIANCE	4%	₹46 Cr	327,146
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Jul 19 \| ULTRACEMCO	4%	₹42 Cr	33,394
Thermax Ltd (Industrials) Equity, Since 30 Jun 25 \| THERMAX	3%	₹38 Cr	122,200 ↑ 13,600
JK Cement Ltd (Basic Materials) Equity, Since 31 May 19 \| JKCEMENT	2%	₹25 Cr	44,904
State Bank of India (Financial Services) Equity, Since 30 Jun 22 \| SBIN	2%	₹24 Cr	198,675 ↓ -35,000
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Jun 22 \| APOLLOHOSP	2%	₹24 Cr	30,409 ↑ 7,000
GMR Airports Ltd (Industrials) Equity, Since 31 Dec 25 \| GMRAIRPORT	2%	₹24 Cr	2,355,000 ↑ 760,000

7. 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 (₹8,098 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 24.33% (top quartile).
3Y return: 21.44% (lower mid).
1Y return: 4.72% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.03 (bottom quartile).
Information ratio: 0.00 (lower mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
High-quality debt (AAA/AA ~100%).
Largest holding InterGlobe Aviation Ltd (~8.3%).

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund Growth
Launch Date	31 Aug 05
NAV (19 Mar 26)	₹181.25 ↓ -4.68 (-2.52 %)
Net Assets (Cr)	₹8,098 on 28 Feb 26
Category	Equity - Sectoral
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	1.03
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
28 Feb 21	₹10,000
28 Feb 22	₹13,019
28 Feb 23	₹16,071
29 Feb 24	₹26,195
28 Feb 25	₹26,606
28 Feb 26	₹31,983

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 19 Mar 26

Duration	Returns
1 Month	-7.6%
3 Month	-6.8%
6 Month	-8%
1 Year	4.7%
3 Year	21.4%
5 Year	24.3%
10 Year
15 Year
Since launch	15.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.7%
2023	27.4%
2022	44.6%
2021	28.8%
2020	50.1%
2019	3.6%
2018	2.6%
2017	-14%
2016	40.8%
2015	2%

Fund Manager information for ICICI Prudential Infrastructure Fund

Name	Since	Tenure
Ihab Dalwai	3 Jun 17	8.75 Yr.
Sharmila D’mello	30 Jun 22	3.67 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Industrials	46.67%
Financial Services	11.63%
Basic Materials	9.64%
Utility	9.63%
Real Estate	7.38%
Energy	5.04%
Consumer Cyclical	2.22%
Communication Services	0.1%

Asset Allocation

Asset Class	Value
Cash	7.37%
Equity	92.63%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
InterGlobe Aviation Ltd (Industrials) Equity, Since 28 Feb 23 \| INDIGO	8%	₹672 Cr	1,391,449
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 09 \| LT	7%	₹601 Cr	1,405,704 ↓ -350,000
NTPC Ltd (Utilities) Equity, Since 29 Feb 16 \| NTPC	4%	₹356 Cr	9,326,448
Oberoi Realty Ltd (Real Estate) Equity, Since 31 May 23 \| OBEROIRLTY	4%	₹310 Cr	2,032,833 ↑ 336,652
Kalpataru Projects International Ltd (Industrials) Equity, Since 30 Sep 06 \| KPIL	3%	₹240 Cr	1,931,967
IndusInd Bank Ltd (Financial Services) Equity, Since 31 Oct 24 \| INDUSINDBK	3%	₹232 Cr	2,424,016
AIA Engineering Ltd (Industrials) Equity, Since 28 Feb 21 \| AIAENG	3%	₹221 Cr	574,561
Reliance Industries Ltd (Energy) Equity, Since 31 Jul 23 \| RELIANCE	3%	₹213 Cr	1,529,725
NCC Ltd (Industrials) Equity, Since 31 Aug 21 \| NCC	2%	₹202 Cr	13,203,905 ↑ 150,000
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Nov 25 \| BRIGADE	2%	₹201 Cr	2,901,049 ↑ 489,113

निवेश के लिए सर्वश्रेष्ठ इंफ्रास्ट्रक्चर फंड कैसे चुनें

सही इंफ्रास्ट्रक्चर फंड चुनने के लिए कुछ महत्वपूर्ण पैरामीटर हैं:

1. फंड प्रदर्शन

पिछले पांच साल में लगातार अच्छा प्रदर्शन करने वाले फंड में निवेश करें। इसके अलावा, एक फंड जो लगातार 4-5 वर्षों में अपने बेंचमार्क को मात देता है, एक पसंदीदा विकल्प है।

2. फंड का आकार

फंड चुनते समय हमेशा फंड के आकार को देखना चाहिए। जबकि फंड के आकार के बीच कोई सटीक परिभाषा और संबंध नहीं है, यह कहा जाता है कि बहुत छोटा और बहुत बड़ा, दोनों ही फंड के प्रदर्शन में बाधा डाल सकते हैं। इस प्रकार, एक फंड चुनते समय, उसी के लिए जाने की सलाह दी जाती है जिसका एयूएम (एसेट अंडर मैनेजमेंट) लगभग श्रेणी के समान है।

3. फंड हाउस और फंड मैनेजर

फंड हाउस और फंड का प्रबंधन करने वाले फंड मैनेजर की प्रतिष्ठा को भी देखें। एक फंड एक गुणवत्ता और प्रतिष्ठित फर्म से संबंधित होना चाहिए। इसके अलावा, एक फंड का प्रदर्शन प्रमुख रूप से प्रबंधक के हाथों में होता है। इस प्रकार, किसी को अपने अनुभव के साथ फंड मैनेजर द्वारा प्रबंधित फंड के पिछले प्रदर्शन की भी जांच करनी चाहिए।

बुनियादी ढांचे के विकास की दिशा में सरकार की पहल

भारत बुनियादी ढांचे के क्षेत्र में अंतरराष्ट्रीय निवेशकों से महत्वपूर्ण रुचि देख रहा है। देश में सतत विकास के लिए इसके लिए रुपये के निवेश की आवश्यकता है। 2022 तक बुनियादी ढांचे में 50 ट्रिलियन।

बुनियादी ढांचे के विकास की दिशा में कुछ प्रमुख सरकारी पहल नीचे सूचीबद्ध हैं:

केंद्रीय बजट 2020-21 के तहत, भारतीय रेलवे को रुपये का आवंटन प्राप्त हुआ है। 72,216 करोड़।
अप्रैल 2020 में, सरकार ने रुपये की सड़कों के निर्माण का लक्ष्य रखा। अगले दो साल में 15 लाख करोड़।
भारतीयऊर्जा क्षेत्र अगले 10 वर्षों में 300 बिलियन अमेरिकी डॉलर के निवेश के अवसर प्रदान करने की उम्मीद है।
संचार क्षेत्र को रुपये आवंटित किए गए हैं। डाक एवं दूरसंचार विभागों के विकास के लिए 38,637.46 करोड़ रुपये।
आवास और शहरी मामलों के मंत्रालय को रुपये का आवंटन प्राप्त हुआ। केंद्रीय बजट 2020-21 के तहत 50,040 करोड़ (US$ 6.85 बिलियन)।

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Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।