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5 साल के निवेश 2022 के लिए 11 सर्वश्रेष्ठ प्रदर्शन करने वाली एसआईपी योजनाएं | Fincash.com

फिनकैश »म्यूचुअल फंड्स »5 साल के लिए सर्वश्रेष्ठ एसआईपी योजनाएं

5 साल के निवेश के लिए सर्वश्रेष्ठ एसआईपी योजनाएं 2022

Updated on May 14, 2025 , 160824 views

सर्वश्रेष्ठ एसआईपी योजनाएं? उन्हें कैसे चुनें? ये कुछ सामान्य प्रश्न हैं जो निवेशकों के मन में उठते हैं।एसआईपी निवेश सबसे अनुशासित में से एक हैनिवेश विकल्प जबम्यूचुअल फंड में निवेश. इसके अलावा, निवेश की न्यूनतम राशि aसिप म्यूचुअल फंड INR 500 जितना कम है। यह निवेश करता हैशीर्ष एसआईपी बहुत सुविधाजनक योजनाएँ।

Benefits-of-SIP-Investment

SIP निवेश क्यों करें?

एक बार जब आप एक एसआईपी निवेश में मासिक निवेश करना शुरू करते हैं, तो आपका पैसा हर दिन बढ़ने लगता है (स्टॉक में निवेश किया जा रहा हैमंडी) यह सुनिश्चित करता है कि आपका पैसा न केवल बचाया जाए, बल्कि बढ़ता भी है। जैसे-जैसे वस्तुओं का मूल्य दिन-ब-दिन बढ़ता जा रहा है, क्या आपको नहीं लगता कि आपके पैसे का मूल्य भी बढ़ना चाहिए? खैर, एसआईपीम्यूचुअल फंड्स तुम्हारे लिए करू।

निवेश के इस तरीके से निवेशक अपने सभी लक्ष्यों को पूरा कर सकते हैं। शादी हो या नया वाहन खरीदना, SIP आपके लिए आसान बनाता है। आप बस अपने लक्ष्यों (अल्पकालिक या दीर्घकालिक) के अनुसार निवेश करना शुरू कर सकते हैं और एक निश्चित अवधि के बाद धन में वृद्धि प्राप्त कर सकते हैं। नामक एक उपकरण हैघूंट कैलकुलेटर जिसका उपयोग करके आप उस राशि की गणना भी कर सकते हैं जिसे आपको एक निश्चित लक्ष्य प्राप्त करने के लिए निवेश करने की आवश्यकता है।

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वित्त वर्ष 22 - 23 में 5 साल के निवेश के लिए सर्वश्रेष्ठ एसआईपी योजनाएं

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India PSU Equity Fund Growth ₹63.39
↑ 1.40
₹1,217 500 21.95.34.136.131.725.6
Franklin India Opportunities Fund Growth ₹247.418
↑ 0.92
₹6,047 500 11.4310.436.134.237.3
SBI PSU Fund Growth ₹31.5714
↑ 0.27
₹4,789 500 15.52.80.835.43323.5
HDFC Infrastructure Fund Growth ₹46.934
↑ 0.29
₹2,329 300 15.32.9635.137.723
Nippon India Power and Infra Fund Growth ₹342.091
↑ 3.39
₹6,849 100 16.11.22.23436.826.9
ICICI Prudential Infrastructure Fund Growth ₹190.84
↑ 0.98
₹7,214 100 14.14.37.933.240.627.4
Franklin Build India Fund Growth ₹138.189
↑ 0.42
₹2,642 500 14.21.63.73336.627.8
Motilal Oswal Midcap 30 Fund  Growth ₹99.4291
↑ 0.40
₹26,028 500 8.5-2.819.232.538.357.1
LIC MF Infrastructure Fund Growth ₹47.6892
↑ 0.88
₹874 1,000 16.2-1.48.931.934.547.8
IDFC Infrastructure Fund Growth ₹50.063
↑ 0.44
₹1,563 100 16.60.92.931.837.739.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 25
*उल्लिखित फंड सबसे अच्छा विचार कर रहे हैंसीएजीआर 3 साल से अधिक का रिटर्न और कम से कम 3 साल का बाजार इतिहास (फंड की उम्र) वाले फंड और प्रबंधन के तहत न्यूनतम 500 करोड़ की संपत्ति हो।

1. Invesco India PSU Equity Fund

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

Invesco India PSU Equity Fund is a Equity - Sectoral fund was launched on 18 Nov 09. It is a fund with High risk and has given a CAGR/Annualized return of 12.7% since its launch.  Ranked 33 in Sectoral category.  Return for 2024 was 25.6% , 2023 was 54.5% and 2022 was 20.5% .

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (16 May 25) ₹63.39 ↑ 1.40   (2.26 %)
Net Assets (Cr) ₹1,217 on 31 Mar 25
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.39
Sharpe Ratio 0.06
Information Ratio -0.47
Alpha Ratio 3.27
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹13,016
30 Apr 22₹15,751
30 Apr 23₹18,697
30 Apr 24₹34,953
30 Apr 25₹35,141

Invesco India PSU Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for Invesco India PSU Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25

DurationReturns
1 Month 8.6%
3 Month 21.9%
6 Month 5.3%
1 Year 4.1%
3 Year 36.1%
5 Year 31.7%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 25.6%
2023 54.5%
2022 20.5%
2021 31.1%
2020 6.1%
2019 10.1%
2018 -16.9%
2017 24.3%
2016 17.9%
2015 2.5%
Fund Manager information for Invesco India PSU Equity Fund
NameSinceTenure
Dhimant Kothari19 May 204.95 Yr.

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

Equity Sector Allocation
SectorValue
Industrials29.89%
Utility24.4%
Financial Services21.04%
Energy18.32%
Basic Materials5.7%
Asset Allocation
Asset ClassValue
Cash0.66%
Equity99.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL
10%₹117 Cr3,894,619
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 532898
9%₹105 Cr3,599,413
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
8%₹97 Cr1,251,543
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 500547
8%₹96 Cr3,445,961
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
6%₹73 Cr175,355
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500312
6%₹71 Cr2,868,783
NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN
5%₹59 Cr5,911,723
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 23 | HINDPETRO
5%₹56 Cr1,564,169
NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 532555
5%₹56 Cr1,570,631
BEML Ltd (Industrials)
Equity, Since 31 Aug 23 | 500048
4%₹49 Cr152,998

2. Franklin India Opportunities Fund

The investment objective of Franklin India Opportunities Fund (FIOF) is to generate capital appreciation by capitalizing on the long-term growth opportunities in the Indian economy.

Franklin India Opportunities Fund is a Equity - Sectoral fund was launched on 21 Feb 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.6% since its launch.  Ranked 47 in Sectoral category.  Return for 2024 was 37.3% , 2023 was 53.6% and 2022 was -1.9% .

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund
Growth
Launch Date 21 Feb 00
NAV (16 May 25) ₹247.418 ↑ 0.92   (0.37 %)
Net Assets (Cr) ₹6,047 on 31 Mar 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 0.46
Information Ratio 1.68
Alpha Ratio 8.45
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹16,448
30 Apr 22₹17,903
30 Apr 23₹20,313
30 Apr 24₹35,875
30 Apr 25₹39,068

Franklin India Opportunities Fund SIP Returns

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

Returns for Franklin India Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25

DurationReturns
1 Month 6.9%
3 Month 11.4%
6 Month 3%
1 Year 10.4%
3 Year 36.1%
5 Year 34.2%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 37.3%
2023 53.6%
2022 -1.9%
2021 29.7%
2020 27.3%
2019 5.4%
2018 -10.1%
2017 35.6%
2016 4.2%
2015 2.3%
Fund Manager information for Franklin India Opportunities Fund
NameSinceTenure
Kiran Sebastian7 Feb 223.23 Yr.
R. Janakiraman1 Apr 1312.09 Yr.
Sandeep Manam18 Oct 213.54 Yr.

Data below for Franklin India Opportunities Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Consumer Cyclical17.84%
Financial Services14.15%
Health Care11.48%
Communication Services8.89%
Basic Materials8.36%
Technology7.72%
Industrials6.32%
Consumer Defensive4.6%
Energy4.19%
Real Estate2.15%
Utility1.44%
Asset Allocation
Asset ClassValue
Cash10.49%
Equity89.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 24 | HDFCBANK
6%₹374 Cr2,043,971
↑ 308,675
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
4%₹253 Cr1,987,098
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL
4%₹233 Cr1,342,233
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | HINDUNILVR
3%₹182 Cr803,952
↑ 242,198
Mphasis Ltd (Technology)
Equity, Since 30 Nov 24 | 526299
3%₹178 Cr710,533
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M
3%₹170 Cr637,966
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | LEMONTREE
3%₹165 Cr12,833,401
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 24 | NAUKRI
3%₹155 Cr216,138
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
3%₹155 Cr1,148,695
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | APLAPOLLO
3%₹152 Cr998,385

3. 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.

SBI PSU Fund is a Equity - Sectoral fund was launched on 7 Jul 10. It is a fund with High risk and has given a CAGR/Annualized return of 8% since its launch.  Ranked 31 in Sectoral category.  Return for 2024 was 23.5% , 2023 was 54% and 2022 was 29% .

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (16 May 25) ₹31.5714 ↑ 0.27   (0.85 %)
Net Assets (Cr) ₹4,789 on 31 Mar 25
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.3
Sharpe Ratio 0.07
Information Ratio -0.23
Alpha Ratio 3.14
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹13,521
30 Apr 22₹16,823
30 Apr 23₹19,878
30 Apr 24₹39,001
30 Apr 25₹38,272

SBI PSU Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048
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 16 May 25

DurationReturns
1 Month 4.5%
3 Month 15.5%
6 Month 2.8%
1 Year 0.8%
3 Year 35.4%
5 Year 33%
10 Year
15 Year
Since launch 8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 23.5%
2023 54%
2022 29%
2021 32.4%
2020 -10%
2019 6%
2018 -23.8%
2017 21.9%
2016 16.2%
2015 -11.1%
Fund Manager information for SBI PSU Fund
NameSinceTenure
Rohit Shimpi1 Jun 240.91 Yr.

Data below for SBI PSU Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services35.59%
Utility30.25%
Energy15.7%
Industrials9.6%
Basic Materials5.14%
Asset Allocation
Asset ClassValue
Cash3.7%
Equity96.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN
13%₹676 Cr8,577,500
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 532155
10%₹487 Cr25,750,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 532898
9%₹465 Cr15,135,554
NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 532555
9%₹431 Cr12,143,244
↑ 1,400,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL
8%₹426 Cr13,575,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500547
6%₹301 Cr9,700,000
Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 532134
5%₹275 Cr11,000,000
NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | 526371
4%₹181 Cr27,900,000
General Insurance Corp of India (Financial Services)
Equity, Since 31 May 24 | GICRE
3%₹173 Cr4,150,000
Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL
3%₹158 Cr3,850,000

4. HDFC Infrastructure Fund

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

HDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 10 Mar 08. It is a fund with High risk and has given a CAGR/Annualized return of since its launch.  Ranked 26 in Sectoral category.  Return for 2024 was 23% , 2023 was 55.4% and 2022 was 19.3% .

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund
Growth
Launch Date 10 Mar 08
NAV (16 May 25) ₹46.934 ↑ 0.29   (0.62 %)
Net Assets (Cr) ₹2,329 on 31 Mar 25
Category Equity - Sectoral
AMC HDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio -0.01
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹15,304
30 Apr 22₹20,191
30 Apr 23₹23,618
30 Apr 24₹43,071
30 Apr 25₹43,168

HDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹756,118.
Net Profit of ₹456,118
Invest Now

Returns for HDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25

DurationReturns
1 Month 6.4%
3 Month 15.3%
6 Month 2.9%
1 Year 6%
3 Year 35.1%
5 Year 37.7%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2024 23%
2023 55.4%
2022 19.3%
2021 43.2%
2020 -7.5%
2019 -3.4%
2018 -29%
2017 43.3%
2016 -1.9%
2015 -2.5%
Fund Manager information for HDFC Infrastructure Fund
NameSinceTenure
Srinivasan Ramamurthy12 Jan 241.3 Yr.
Dhruv Muchhal22 Jun 231.86 Yr.

Data below for HDFC Infrastructure Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Industrials38.73%
Financial Services20.42%
Basic Materials10.95%
Utility7.64%
Energy7.08%
Communication Services3.68%
Health Care1.7%
Technology1.31%
Real Estate0.84%
Consumer Cyclical0.48%
Asset Allocation
Asset ClassValue
Cash6.07%
Equity92.83%
Debt1.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹175 Cr1,300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
6%₹133 Cr380,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK
5%₹128 Cr700,000
J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL
4%₹92 Cr1,450,000
NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | 532555
3%₹79 Cr2,200,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO
3%₹77 Cr150,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | 522287
3%₹74 Cr758,285
Coal India Ltd (Energy)
Equity, Since 31 Oct 18 | COALINDIA
3%₹68 Cr1,700,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE
3%₹64 Cr500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL
3%₹61 Cr350,000

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.

Nippon India Power and Infra Fund is a Equity - Sectoral fund was launched on 8 May 04. It is a fund with High risk and has given a CAGR/Annualized return of 18.3% since its launch.  Ranked 13 in Sectoral category.  Return for 2024 was 26.9% , 2023 was 58% and 2022 was 10.9% .

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 (16 May 25) ₹342.091 ↑ 3.39   (1.00 %)
Net Assets (Cr) ₹6,849 on 31 Mar 25
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.05
Sharpe Ratio -0.05
Information Ratio 1.15
Alpha Ratio 2.34
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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹16,330
30 Apr 22₹20,832
30 Apr 23₹25,097
30 Apr 24₹44,420
30 Apr 25₹44,211

Nippon India Power and Infra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹738,840.
Net Profit of ₹438,840
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 16 May 25

DurationReturns
1 Month 7.1%
3 Month 16.1%
6 Month 1.2%
1 Year 2.2%
3 Year 34%
5 Year 36.8%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 0.3%
Fund Manager information for Nippon India Power and Infra Fund
NameSinceTenure
Kinjal Desai25 May 186.94 Yr.
Rahul Modi19 Aug 240.7 Yr.

Data below for Nippon India Power and Infra Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Industrials38.96%
Utility20.7%
Energy9.63%
Communication Services7.86%
Basic Materials7.5%
Consumer Cyclical4.3%
Real Estate3.02%
Financial Services2.18%
Health Care2.09%
Technology2.02%
Asset Allocation
Asset ClassValue
Cash0.52%
Equity99.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
8%₹576 Cr4,100,000
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 532555
8%₹550 Cr15,500,000
↑ 100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
7%₹485 Cr2,600,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
6%₹449 Cr1,344,337
↓ -127,664
Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | 500400
4%₹296 Cr7,700,789
↑ 570,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 532538
3%₹233 Cr200,000
↓ -40,038
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
3%₹213 Cr370,000
↓ -53,938
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | 500103
3%₹193 Cr8,513,730
↑ 513,730
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | 500093
3%₹192 Cr3,057,923
↑ 425,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV
3%₹184 Cr1,800,000

6. 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.

ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 16.1% since its launch.  Ranked 27 in Sectoral category.  Return for 2024 was 27.4% , 2023 was 44.6% and 2022 was 28.8% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (16 May 25) ₹190.84 ↑ 0.98   (0.52 %)
Net Assets (Cr) ₹7,214 on 31 Mar 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 0.14
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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹16,713
30 Apr 22₹23,306
30 Apr 23₹28,575
30 Apr 24₹47,499
30 Apr 25₹49,018

ICICI Prudential Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹810,071.
Net Profit of ₹510,071
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 16 May 25

DurationReturns
1 Month 7.1%
3 Month 14.1%
6 Month 4.3%
1 Year 7.9%
3 Year 33.2%
5 Year 40.6%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 -3.4%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 177.91 Yr.
Sharmila D’mello30 Jun 222.84 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Industrials37.76%
Basic Materials20.96%
Financial Services15.36%
Utility9.33%
Energy6.59%
Communication Services1.87%
Consumer Cyclical0.9%
Real Estate0.82%
Asset Allocation
Asset ClassValue
Cash5.82%
Equity93.59%
Debt0.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
9%₹678 Cr1,940,000
↓ -112,790
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS
4%₹312 Cr2,637,644
↓ -57,680
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500387
4%₹264 Cr86,408
↓ -12,000
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
4%₹262 Cr12,522,005
↑ 515,888
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
3%₹250 Cr7,000,000
↓ -260,775
Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 500295
3%₹219 Cr4,723,662
↓ -200,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
3%₹216 Cr1,600,000
↓ -390,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE
3%₹199 Cr1,559,486
↓ -150,000
Cummins India Ltd (Industrials)
Equity, Since 31 May 17 | 500480
3%₹194 Cr635,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | 522287
3%₹186 Cr1,903,566

7. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 18.2% since its launch.  Ranked 4 in Sectoral category.  Return for 2024 was 27.8% , 2023 was 51.1% and 2022 was 11.2% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (16 May 25) ₹138.189 ↑ 0.42   (0.31 %)
Net Assets (Cr) ₹2,642 on 31 Mar 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.13
Sharpe Ratio 0.09
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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹16,108
30 Apr 22₹20,532
30 Apr 23₹23,797
30 Apr 24₹42,406
30 Apr 25₹42,952

Franklin Build India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹738,840.
Net Profit of ₹438,840
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 16 May 25

DurationReturns
1 Month 6.6%
3 Month 14.2%
6 Month 1.6%
1 Year 3.7%
3 Year 33%
5 Year 36.6%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 2.1%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 213.54 Yr.
Kiran Sebastian7 Feb 223.23 Yr.
Sandeep Manam18 Oct 213.54 Yr.

Data below for Franklin Build India Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Industrials34.52%
Utility13.44%
Energy12.09%
Financial Services11.98%
Communication Services7.87%
Basic Materials7.07%
Consumer Cyclical3.06%
Real Estate2.9%
Technology1.74%
Asset Allocation
Asset ClassValue
Cash5.33%
Equity94.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
9%₹232 Cr665,000
↓ -55,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
6%₹162 Cr1,200,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO
6%₹153 Cr300,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
6%₹153 Cr1,200,000
↑ 150,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
6%₹148 Cr4,125,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
5%₹123 Cr5,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹123 Cr710,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
4%₹110 Cr1,000,000
↑ 100,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
4%₹98 Cr3,365,000
Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 25 | 500400
3%₹75 Cr2,000,000

8. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.7% since its launch.  Ranked 27 in Mid Cap category.  Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (16 May 25) ₹99.4291 ↑ 0.40   (0.41 %)
Net Assets (Cr) ₹26,028 on 31 Mar 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 0.47
Information Ratio 0.63
Alpha Ratio 8.9
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹15,779
30 Apr 22₹22,526
30 Apr 23₹24,941
30 Apr 24₹40,218
30 Apr 25₹45,886

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹773,746.
Net Profit of ₹473,746
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25

DurationReturns
1 Month 10.4%
3 Month 8.5%
6 Month -2.8%
1 Year 19.2%
3 Year 32.5%
5 Year 38.3%
10 Year
15 Year
Since launch 22.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 57.1%
2023 41.7%
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Ajay Khandelwal1 Oct 240.58 Yr.
Niket Shah1 Jul 204.83 Yr.
Rakesh Shetty22 Nov 222.44 Yr.
Sunil Sawant1 Jul 240.83 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Mar 25

Equity Sector Allocation
SectorValue
Technology29.99%
Consumer Cyclical16.64%
Industrials14.58%
Health Care4.76%
Communication Services3.95%
Real Estate3.03%
Basic Materials2.07%
Utility0.35%
Financial Services0.09%
Asset Allocation
Asset ClassValue
Cash32.1%
Equity67.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹2,794 Cr5,250,000
↑ 750,200
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
9%₹2,630 Cr3,600,000
↑ 350,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
8%₹2,246 Cr43,490,250
↑ 3,495,625
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
5%₹1,380 Cr2,500,000
↑ 275,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
4%₹1,210 Cr735,200
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 500251
4%₹1,105 Cr2,135,744
Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA
4%₹1,098 Cr6,500,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH
4%₹1,095 Cr9,969,361
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 543396
4%₹1,071 Cr12,388,500
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
3%₹827 Cr2,700,000
↑ 200,000

9. 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.

LIC MF Infrastructure Fund is a Equity - Sectoral fund was launched on 29 Feb 08. It is a fund with High risk and has given a CAGR/Annualized return of 9.5% since its launch.  Return for 2024 was 47.8% , 2023 was 44.4% and 2022 was 7.9% .

Below is the key information for LIC MF Infrastructure Fund

LIC MF Infrastructure Fund
Growth
Launch Date 29 Feb 08
NAV (16 May 25) ₹47.6892 ↑ 0.88   (1.89 %)
Net Assets (Cr) ₹874 on 31 Mar 25
Category Equity - Sectoral
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating Not Rated
Risk High
Expense Ratio 2.3
Sharpe Ratio 0.41
Information Ratio 0.35
Alpha Ratio 15.98
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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹14,908
30 Apr 22₹19,688
30 Apr 23₹21,272
30 Apr 24₹36,718
30 Apr 25₹38,183

LIC MF Infrastructure Fund SIP Returns

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

Returns for 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 16 May 25

DurationReturns
1 Month 10.1%
3 Month 16.2%
6 Month -1.4%
1 Year 8.9%
3 Year 31.9%
5 Year 34.5%
10 Year
15 Year
Since launch 9.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 -6.2%
Fund Manager information for LIC MF Infrastructure Fund
NameSinceTenure
Yogesh Patil18 Sep 204.62 Yr.
Mahesh Bendre1 Jul 240.83 Yr.

Data below for LIC MF Infrastructure Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Industrials57.02%
Basic Materials9.14%
Consumer Cyclical8.07%
Utility7.19%
Financial Services6.17%
Real Estate3.11%
Technology2.31%
Communication Services2.26%
Health Care0.51%
Energy0.44%
Asset Allocation
Asset ClassValue
Cash3.8%
Equity96.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP
4%₹34 Cr408,127
Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 500655
3%₹30 Cr94,287
Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | 500400
3%₹28 Cr724,927
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 May 24 | 500103
3%₹24 Cr1,062,199
↑ 79,197
REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | 532955
3%₹24 Cr571,332
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 22 | POWERINDIA
3%₹23 Cr15,928
↑ 2,851
Afcons Infrastructure Ltd (Industrials)
Equity, Since 31 Oct 24 | AFCONS
3%₹22 Cr537,216
↑ 46,853
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Oct 23 | HAL
2%₹22 Cr49,106
↑ 3,972
TD Power Systems Ltd (Industrials)
Equity, Since 30 Apr 23 | TDPOWERSYS
2%₹21 Cr476,469
GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 Jan 24 | 522275
2%₹20 Cr126,914

10. IDFC 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.

IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 12% since its launch.  Ranked 1 in Sectoral category.  Return for 2024 was 39.3% , 2023 was 50.3% and 2022 was 1.7% .

Below is the key information for IDFC Infrastructure Fund

IDFC Infrastructure Fund
Growth
Launch Date 8 Mar 11
NAV (16 May 25) ₹50.063 ↑ 0.44   (0.88 %)
Net Assets (Cr) ₹1,563 on 31 Mar 25
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.33
Sharpe Ratio 0.11
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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹17,502
30 Apr 22₹22,498
30 Apr 23₹24,884
30 Apr 24₹44,570
30 Apr 25₹44,537

IDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹756,118.
Net Profit of ₹456,118
Invest Now

Returns for IDFC 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 16 May 25

DurationReturns
1 Month 7.8%
3 Month 16.6%
6 Month 0.9%
1 Year 2.9%
3 Year 31.8%
5 Year 37.7%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 -0.2%
Fund Manager information for IDFC Infrastructure Fund
NameSinceTenure
Vishal Biraia24 Jan 241.27 Yr.
Ritika Behera7 Oct 231.57 Yr.
Gaurav Satra7 Jun 240.9 Yr.

Data below for IDFC Infrastructure Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Industrials56.16%
Utility13.16%
Basic Materials9.87%
Communication Services4.63%
Energy3.69%
Financial Services2.72%
Consumer Cyclical2.55%
Technology2.5%
Health Care1.93%
Asset Allocation
Asset ClassValue
Cash2.79%
Equity97.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS
5%₹76 Cr443,385
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹64 Cr183,173
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 532538
4%₹58 Cr50,452
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE
4%₹58 Cr452,706
GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA
4%₹57 Cr4,797,143
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹57 Cr330,018
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS
3%₹43 Cr365,137
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL
3%₹43 Cr1,431,700
KEC International Ltd (Industrials)
Equity, Since 30 Jun 24 | 532714
3%₹40 Cr512,915
PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS
2%₹39 Cr12,400,122

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