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निवेश करके 10 करोड़ कैसे प्राप्त करें

Updated on September 3, 2026 , 75495 views

मासिक म्यूचुअल फंड एसआईपी के माध्यम से निवेश

निवेश एक इक्विटी म्यूचुअल फंड योजना में an . के माध्यम सेसिप अपने दीर्घकालिक लक्ष्यों को प्राप्त करने का सबसे अच्छा तरीका है। इसमें अन्य परिसंपत्ति वर्गों की तुलना में बेहतर रिटर्न देने की क्षमता है। यह आपको हराने में भी मदद कर सकता हैमुद्रास्फीति जो दीर्घकालिक लक्ष्यों को प्राप्त करने के लिए आवश्यक है। वे अनुकूल कराधान का भी आनंद लेते हैं। अब, लंबी अवधिराजधानी एक वर्ष में किए गए निवेश पर लाभ कर कर-मुक्त था (वित्त वर्ष 18-19 के केंद्रीय बजट से 1 फरवरी से 1 लाख से अधिक वर्ष में लाभ पर @ 10% कर लगाया जाएगा, अर्थात यदि किसी को एक वित्तीय वर्ष में लंबे समय में 1.1 लाख का लाभ होता है- अवधिपूंजीगत लाभ उसे कर का भुगतान करना होगा:1,10,000 - 1,00,000 = 10,000। 10,000 पर 10% = 1,000 इंचकरों).

म्यूचुअल फंड में 10 करोड़ का निवेश कैसे प्राप्त करें

विभिन्न समय-सीमाओं में 10 करोड़ कैसे प्राप्त करें, इसके उदाहरण नीचे दिए गए हैंएसआईपी में निवेश (व्यवस्थितनिवेश योजना) कासर्वश्रेष्ठ म्युचुअल फंड.

1. 20 साल में 10 करोड़ कैसे पाएं

रुपये के म्यूचुअल फंड एसआईपी के माध्यम से निवेश शुरू करें। 76,000 प्रति माह

यदि आप रुपये बचा सकते हैं। 76,000 हर महीने, तुरंत एक एसआईपी शुरू करेंइक्विटी म्यूचुअल फंड. यदि आपको योजनाओं के चयन में सहायता की आवश्यकता है, तो आप हमारे अनुशंसित इक्विटी म्यूचुअल फंड पोर्टफोलियो की जांच कर सकते हैं और अपने आधार पर एक पोर्टफोलियो चुन सकते हैंजोखिम उठाने का माद्दा और एसआईपी राशि। यदि आपका पोर्टफोलियोम्यूचुअल फंड्स 14 प्रतिशत का वार्षिक रिटर्न देने का प्रबंधन करता है (जो कि से कम है)सीएजीआर बीएसई सेंसेक्स द्वारा 1979 में स्थापना के बाद से पेश किया गया), आप 20 वर्षों में 10 करोड़ रुपये का एक कोष बनाने में सक्षम होंगे जैसा कि नीचे दिखाया गया है।

10 Crore in 20 Years

ऐतिहासिक रिटर्न के आधार पर मुख्य अनुमान नीचे दिए गए हैं:

मान्यताओं आंकड़े
विकास दर 14%
मुद्रास्फीति फैक्टर नहीं
निवेश राशि (दोपहर) 76,000
समय सीमा 20 साल
निवेश की गई राशि 1,82,40,000
कुल कोष 10,00,42,317
शुद्ध लाभ 8,18,02,317

अधिक विवरण हमारे द्वारा हमारे द्वारा काम किया जा सकता हैघूंट कैलकुलेटर नीचे दिए गए बटन पर क्लिक करके-

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2. 15 साल में 10 करोड़ कैसे पाएं

रुपये के म्यूचुअल फंड एसआईपी के माध्यम से निवेश शुरू करें। 1,63,200 प्रति माह

अगर आप हर महीने 1,63,200 रुपये बचा सकते हैं, तो इक्विटी म्यूचुअल फंड में तुरंत एसआईपी शुरू करें। यदि आपको योजनाओं के चयन में सहायता की आवश्यकता है, तो आप हमारे अनुशंसित इक्विटी म्यूचुअल फंड पोर्टफोलियो की जांच कर सकते हैं और अपनी जोखिम लेने की क्षमता और एसआईपी राशि के आधार पर एक पोर्टफोलियो चुन सकते हैं। यदि आपका म्यूचुअल फंड का पोर्टफोलियो 14 प्रतिशत का वार्षिक रिटर्न देने का प्रबंधन करता है (जो कि 1979 में अपनी स्थापना के बाद से बीएसई सेंसेक्स द्वारा पेश किए गए सीएजीआर से कम है), तो आप नीचे दिखाए गए अनुसार 15 वर्षों में 10 करोड़ रुपये का कोष बना पाएंगे। .

10 Crore in 15 Years

ऐतिहासिक रिटर्न के आधार पर मुख्य अनुमान नीचे दिए गए हैं-

मान्यताओं आंकड़े
विकास दर 14%
मुद्रास्फीति फैक्टर नहीं
निवेश राशि (दोपहर) 1,63,200
समय सीमा पन्द्रह साल
निवेश की गई राशि 2,93,76,000
कुल कोष 10,00,17,737
शुद्ध लाभ 7,06,41,737

नीचे दिए गए बटन पर क्लिक करके हमारे एसआईपी कैलकुलेटर का उपयोग करके अधिक विवरण पर काम किया जा सकता है-

3. 10 साल में 10 करोड़ कैसे पाएं

रुपये के म्यूचुअल फंड एसआईपी के माध्यम से निवेश शुरू करें। 3,81,600 प्रति माह

अगर आप हर महीने 3,81,600 रुपये बचा सकते हैं, तो इक्विटी म्यूचुअल फंड में तुरंत एसआईपी शुरू करें। यदि आपको योजनाओं के चयन में सहायता की आवश्यकता है, तो आप हमारे अनुशंसित इक्विटी म्यूचुअल फंड पोर्टफोलियो की जांच कर सकते हैं और अपनी जोखिम लेने की क्षमता और एसआईपी राशि के आधार पर एक पोर्टफोलियो चुन सकते हैं। यदि आपका म्यूचुअल फंड का पोर्टफोलियो 14 प्रतिशत का वार्षिक रिटर्न देने का प्रबंधन करता है (जो कि 1979 में अपनी स्थापना के बाद से बीएसई सेंसेक्स द्वारा पेश किए गए सीएजीआर से कम है), तो आप नीचे दिखाए गए अनुसार 10 वर्षों में 10 करोड़ रुपये का कोष बना पाएंगे। .

10 Crore in 10 years

ऐतिहासिक रिटर्न के आधार पर मुख्य अनुमान नीचे दिए गए हैं-

मान्यताओं आंकड़े
विकास दर 14%
मुद्रास्फीति फैक्टर नहीं
निवेश राशि (दोपहर) 3,81,600
समय सीमा 10 वर्ष
निवेश की गई राशि 4,57,92,000
कुल कोष 10,00,14,072
शुद्ध लाभ 5,42,22,072

नीचे दिए गए बटन पर क्लिक करके हमारे एसआईपी कैलकुलेटर का उपयोग करके अधिक विवरण पर काम किया जा सकता है-

शीर्ष 10 प्रदर्शन करने वाले म्युचुअल फंड

*निधि के आधार पर सूचीसंपत्ति>= 200 करोड़ पर छाँटा गया5 साल का सीएजीआर रिटर्न.

1. DSP World Gold Fund

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

Research Highlights for DSP World Gold Fund

  • Bottom quartile AUM (₹1,441 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 29.87% (top quartile).
  • 3Y return: 57.30% (top quartile).
  • 1Y return: 67.66% (top quartile).
  • Alpha: 2.59 (upper mid).
  • Sharpe: 1.14 (top quartile).
  • Information ratio: -0.56 (bottom quartile).

Below is the key information for DSP World Gold Fund

DSP World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (03 Sep 26) ₹64.2579 ↑ 1.19   (1.88 %)
Net Assets (Cr) ₹1,441 on 31 Jul 26
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.41
Sharpe Ratio 1.14
Information Ratio -0.56
Alpha Ratio 2.59
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue

DSP World Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for DSP World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Sep 26

DurationReturns
1 Month 29.6%
3 Month 14%
6 Month -9.1%
1 Year 67.7%
3 Year 57.3%
5 Year 29.9%
10 Year
15 Year
Since launch 10.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 167.1%
2023 15.9%
2022 7%
2021 -7.7%
2020 -9%
2019 31.4%
2018 35.1%
2017 -10.7%
2016 -4%
2015 52.7%
Fund Manager information for DSP World Gold Fund
NameSinceTenure

Data below for DSP World Gold Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. 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

  • Upper mid AUM (₹6,678 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 22.58% (top quartile).
  • 3Y return: 20.04% (upper mid).
  • 1Y return: 10.97% (lower mid).
  • Alpha: -0.89 (bottom quartile).
  • Sharpe: 0.28 (lower mid).
  • Information ratio: -0.34 (bottom quartile).

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (04 Sep 26) ₹34.2218 ↓ -0.04   (-0.13 %)
Net Assets (Cr) ₹6,678 on 31 Jul 26
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 1.89
Sharpe Ratio 0.28
Information Ratio -0.34
Alpha Ratio -0.89
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

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 ₹530,691.
Net Profit of ₹230,691
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 3 Sep 26

DurationReturns
1 Month -0.6%
3 Month -1.5%
6 Month -4.1%
1 Year 11%
3 Year 20%
5 Year 22.6%
10 Year
15 Year
Since launch 7.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 11.3%
2023 23.5%
2022 54%
2021 29%
2020 32.4%
2019 -10%
2018 6%
2017 -23.8%
2016 21.9%
2015 16.2%
Fund Manager information for SBI PSU Fund
NameSinceTenure

Data below for SBI PSU Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. 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 (₹8,523 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 21.87% (upper mid).
  • 3Y return: 17.83% (bottom quartile).
  • 1Y return: 6.55% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.04 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (04 Sep 26) ₹204.75 ↑ 0.60   (0.29 %)
Net Assets (Cr) ₹8,523 on 31 Jul 26
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 1.89
Sharpe Ratio 0.04
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

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 ₹518,033.
Net Profit of ₹218,033
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 3 Sep 26

DurationReturns
1 Month 0.2%
3 Month 3.6%
6 Month 9.3%
1 Year 6.5%
3 Year 17.8%
5 Year 21.9%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for ICICI Prudential Infrastructure Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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

To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector.

Research Highlights for DSP India T.I.G.E.R Fund

  • Upper mid AUM (₹6,325 Cr).
  • Oldest track record among peers (22 yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 20.87% (upper mid).
  • 3Y return: 19.35% (lower mid).
  • 1Y return: 16.52% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.52 (upper mid).
  • Information ratio: 0.00 (upper mid).

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 (04 Sep 26) ₹363.11 ↑ 0.30   (0.08 %)
Net Assets (Cr) ₹6,325 on 31 Jul 26
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.89
Sharpe Ratio 0.52
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue

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

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
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 3 Sep 26

DurationReturns
1 Month 0.3%
3 Month 3.2%
6 Month 14.8%
1 Year 16.5%
3 Year 19.4%
5 Year 20.9%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for DSP India T.I.G.E.R Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. 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 (₹1,145 Cr).
  • Established history (18+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 20.80% (upper mid).
  • 3Y return: 22.59% (top quartile).
  • 1Y return: 13.55% (upper mid).
  • Alpha: 5.37 (top quartile).
  • Sharpe: 0.28 (lower mid).
  • Information ratio: 0.56 (top quartile).

Below is the key information for LIC MF Infrastructure Fund

LIC MF Infrastructure Fund
Growth
Launch Date 29 Feb 08
NAV (04 Sep 26) ₹54.9847 ↑ 0.18   (0.34 %)
Net Assets (Cr) ₹1,145 on 31 Jul 26
Category Equity - Sectoral
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating Not Rated
Risk High
Expense Ratio 2.21
Sharpe Ratio 0.28
Information Ratio 0.56
Alpha Ratio 5.37
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

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 ₹505,644.
Net Profit of ₹205,644
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 3 Sep 26

DurationReturns
1 Month -0.3%
3 Month 3.7%
6 Month 13.8%
1 Year 13.6%
3 Year 22.6%
5 Year 20.8%
10 Year
15 Year
Since launch 9.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -3.7%
2023 47.8%
2022 44.4%
2021 7.9%
2020 46.6%
2019 -0.1%
2018 13.3%
2017 -14.6%
2016 42.2%
2015 -2.2%
Fund Manager information for LIC MF Infrastructure Fund
NameSinceTenure

Data below for LIC MF Infrastructure Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

6. 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

  • Top quartile AUM (₹8,042 Cr).
  • Established history (22+ yrs).
  • Rating: 4★ (top quartile).
  • Risk profile: High.
  • 5Y return: 20.42% (lower mid).
  • 3Y return: 18.76% (lower mid).
  • 1Y return: 12.66% (upper mid).
  • Alpha: 6.69 (top quartile).
  • Sharpe: 0.34 (upper mid).
  • Information ratio: 0.40 (top quartile).

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 (04 Sep 26) ₹382.772 ↑ 1.63   (0.43 %)
Net Assets (Cr) ₹8,042 on 31 Jul 26
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 1.85
Sharpe Ratio 0.34
Information Ratio 0.4
Alpha Ratio 6.69
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue

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 ₹505,644.
Net Profit of ₹205,644
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 3 Sep 26

DurationReturns
1 Month -0.5%
3 Month 1.2%
6 Month 13.4%
1 Year 12.7%
3 Year 18.8%
5 Year 20.4%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for Nippon India Power and Infra Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

7. Invesco India PSU Equity Fund

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

Research Highlights for Invesco India PSU Equity Fund

  • Lower mid AUM (₹1,473 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 20.03% (lower mid).
  • 3Y return: 19.61% (upper mid).
  • 1Y return: 6.87% (lower mid).
  • Alpha: -6.88 (bottom quartile).
  • Sharpe: -0.16 (bottom quartile).
  • Information ratio: -0.57 (bottom quartile).

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (04 Sep 26) ₹65.03 ↑ 0.23   (0.35 %)
Net Assets (Cr) ₹1,473 on 30 Jun 26
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.14
Sharpe Ratio -0.16
Information Ratio -0.57
Alpha Ratio -6.88
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

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 ₹505,644.
Net Profit of ₹205,644
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 3 Sep 26

DurationReturns
1 Month -0.3%
3 Month 0.1%
6 Month -1.5%
1 Year 6.9%
3 Year 19.6%
5 Year 20%
10 Year
15 Year
Since launch 11.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 10.3%
2023 25.6%
2022 54.5%
2021 20.5%
2020 31.1%
2019 6.1%
2018 10.1%
2017 -16.9%
2016 24.3%
2015 17.9%
Fund Manager information for Invesco India PSU Equity Fund
NameSinceTenure

Data below for Invesco India PSU Equity Fund as on 30 Jun 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

8. UTI Transportation & Logistics Fund

Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector.

Research Highlights for UTI Transportation & Logistics Fund

  • Upper mid AUM (₹4,263 Cr).
  • Established history (22+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 19.76% (bottom quartile).
  • 3Y return: 17.81% (bottom quartile).
  • 1Y return: 4.31% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.47 (upper mid).
  • Information ratio: 0.00 (upper mid).

Below is the key information for UTI Transportation & Logistics Fund

UTI Transportation & Logistics Fund
Growth
Launch Date 11 Apr 04
NAV (04 Sep 26) ₹297.353 ↓ -0.39   (-0.13 %)
Net Assets (Cr) ₹4,263 on 31 Jul 26
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 1.93
Sharpe Ratio 0.47
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

UTI Transportation & Logistics Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for UTI Transportation & Logistics Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Sep 26

DurationReturns
1 Month -2.4%
3 Month 9%
6 Month 7.2%
1 Year 4.3%
3 Year 17.8%
5 Year 19.8%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 19.5%
2023 18.7%
2022 40.1%
2021 14.7%
2020 24.3%
2019 11%
2018 -8.7%
2017 -19.5%
2016 39.6%
2015 4.8%
Fund Manager information for UTI Transportation & Logistics Fund
NameSinceTenure

Data below for UTI Transportation & Logistics Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

9. BOI AXA Manufacturing and Infrastructure Fund

The Scheme seeks to generate long term capital appreciation through a portfolio of predominantly equity and equity related securities of companies engaged in manufacturing and infrastructure and related sectors. Further, there can be no assurance that the investment objectives of the scheme will be realized. The Scheme is not providing any assured or guaranteed returns

Research Highlights for BOI AXA Manufacturing and Infrastructure Fund

  • Bottom quartile AUM (₹893 Cr).
  • Established history (16+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 19.69% (bottom quartile).
  • 3Y return: 20.47% (upper mid).
  • 1Y return: 19.22% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.70 (top quartile).
  • Information ratio: 0.00 (lower mid).

Below is the key information for BOI AXA Manufacturing and Infrastructure Fund

BOI AXA Manufacturing and Infrastructure Fund
Growth
Launch Date 5 Mar 10
NAV (04 Sep 26) ₹66.82 ↑ 0.36   (0.54 %)
Net Assets (Cr) ₹893 on 31 Jul 26
Category Equity - Sectoral
AMC BOI AXA Investment Mngrs Private Ltd
Rating Not Rated
Risk High
Expense Ratio 2.4
Sharpe Ratio 0.7
Information Ratio 0
Alpha Ratio 0
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

BOI AXA Manufacturing and 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 ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for BOI AXA Manufacturing and 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 3 Sep 26

DurationReturns
1 Month -0.3%
3 Month 6.1%
6 Month 16.8%
1 Year 19.2%
3 Year 20.5%
5 Year 19.7%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.8%
2023 25.7%
2022 44.7%
2021 3.3%
2020 52.5%
2019 28.1%
2018 2.5%
2017 -22.8%
2016 56%
2015 1%
Fund Manager information for BOI AXA Manufacturing and Infrastructure Fund
NameSinceTenure

Data below for BOI AXA Manufacturing and Infrastructure Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

10. HDFC Infrastructure Fund

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

Research Highlights for HDFC Infrastructure Fund

  • Lower mid AUM (₹2,375 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 19.32% (bottom quartile).
  • 3Y return: 13.76% (bottom quartile).
  • 1Y return: -0.53% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.25 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund
Growth
Launch Date 10 Mar 08
NAV (04 Sep 26) ₹46.819 ↑ 0.11   (0.24 %)
Net Assets (Cr) ₹2,375 on 31 Jul 26
Category Equity - Sectoral
AMC HDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.06
Sharpe Ratio -0.25
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

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 ₹493,520.
Net Profit of ₹193,520
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 3 Sep 26

DurationReturns
1 Month -0.9%
3 Month 0.9%
6 Month 3.2%
1 Year -0.5%
3 Year 13.8%
5 Year 19.3%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2024 2.2%
2023 23%
2022 55.4%
2021 19.3%
2020 43.2%
2019 -7.5%
2018 -3.4%
2017 -29%
2016 43.3%
2015 -1.9%
Fund Manager information for HDFC Infrastructure Fund
NameSinceTenure

Data below for HDFC Infrastructure Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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