+91-22-48913909How to Get 1 Crore by Investing
Investing via Monthly Mutual Funds SIP
Investing in an equity mutual fund scheme via an SIP is the best way to achieve your long-term goals.
Equity has the potential to offer superior returns than other asset classes. It may also help you to beat inflation which is essential to achieve long-term goals. They also enjoy favourable taxation. Now, long-term Capital Gains tax on investments held over a year was tax-free (From union budget of FY 18-19 from 1st FEB Gains over above 1 Lakh in year will be taxed @ 10% i.e if one gains 1.1 Lakhs in a financial year in long term capital gains he has to pay tax on 1,10,000 - 1,00,000 = 10,000. 10% on 10,000 = 1,000 in Taxes).
How to get 1 Crore
Below are the illustrations of how to get 1 Crore in different timeframes by investing in SIP (Systematic Investment plan) of best mutual funds.
Talk to our investment specialist
1. How to Get 1 Crore in 20 Years
Start Investing Via Mutual Funds SIP of Rs. 7,600 Per Month
If you can spare Rs 7,600 every month, start an SIP immediately in Equity Mutual Funds. If you need help with selecting schemes, you can check our recommended equity mutual fund portfolios and pick a Portfolio based on your risk appetite and SIP amount. If your portfolio of Mutual Funds manages to offer an annual return of 14 per cent (Which is lower than CAGR offered by Sensex since inception in 1979), you would be able to create a corpus of Rs 1 crore in 20 years as show below.
Key Assumption based on historical returns are as below
| Assumptions | Data |
|---|---|
| Growth Rate | 14% |
| Inflation | Not Factored |
| Investment Amount (pm) | 7,600 |
| Time Period | 20 years |
| Amount Invested | 18,24,000 |
| Total Corpus | 1,00,04,232 |
| Net Gains | 81,80,232 |
More details can be worked our using our sip calculator by clicking on button below
2. How to Get 1 Crore in 15 Years
Start Investing Via Mutual Funds SIP of Rs. 16,320 Per Month
If you can spare Rs 16,320 every month, start an SIP immediately in equity mutual funds. If you need help with selecting schemes, you can check our recommended equity mutual fund portfolios and pick a portfolio based on your risk appetite and SIP amount. If your portfolio of mutual funds manages to offer an annual return of 14 per cent (Which is lower than CAGR offered by SENSEX since inception in 1979), you would be able to create a corpus of Rs 1 crore in 15 years as show below.
Key Assumption based on historical returns are as below
| Assumptions | Data |
|---|---|
| Growth Rate | 14% |
| Inflation | Not Factored |
| Investment Amount (pm) | 16,320 |
| Time Period | 15 years |
| Amount Invested | 29,37,600 |
| Total Corpus | 1,00,01,774 |
| Net Gains | 70,64,174 |
More details can be worked our using our SIP calculator by clicking on button below
3. How to Get 1 Crore in 10 Years
Start Investing Via Mutual Funds SIP of Rs. 38,160 Per Month
If you can spare Rs 38,160 every month, start an SIP immediately in equity mutual funds. If you need help with selecting schemes, you can check our recommended equity mutual fund portfolios and pick a portfolio based on your risk appetite and SIP amount. If your portfolio of mutual funds manages to offer an annual return of 14 per cent (Which is lower than CAGR offered by SENSEX since inception in 1979), you would be able to create a corpus of Rs 1 crore in 10 years as show below.
Key Assumption based on historical returns are as below
| Assumptions | Data |
|---|---|
| Growth Rate | 14% |
| Inflation | Not Factored |
| Investment Amount (pm) | 38,160 |
| Time Period | 10 years |
| Amount Invested | 45,79,200 |
| Total Corpus | 1,00,01,408 |
| Net Gains | 54,22,208 |
| More details can be worked our using our SIP calculator by clicking on button below |
Fund Selection Methodology used to find 10 funds
Top 10 Best Performing SIP Mutual Funds
Below is the list of best mutual funds having Net Assets/AUM above 500 Crore & sorted on 5 Year CAGR Return. Which can be looked for invested to achieve the given objective.
"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." Below is the key information for DSP World Gold Fund Returns up to 1 year are on 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 Below is the key information for SBI PSU Fund Returns up to 1 year are on 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 Below is the key information for ICICI Prudential Infrastructure Fund Returns up to 1 year are on 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 Below is the key information for Invesco India PSU Equity Fund Returns up to 1 year are on 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 Below is the key information for DSP India T.I.G.E.R Fund Returns up to 1 year are on 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 Below is the key information for Franklin Build India Fund Returns up to 1 year are on 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 Below is the key information for HDFC Infrastructure Fund Returns up to 1 year are on T o g e n e r a t e income/capital appreciation by investing in equities and equity related instruments of companies in the infrastructure sector. However, there can be no assurance that the investment objective of the scheme will be realized. Research Highlights for Canara Robeco Infrastructure Below is the key information for Canara Robeco Infrastructure Returns up to 1 year are on 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 Below is the key information for LIC MF Infrastructure Fund Returns up to 1 year are on (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 Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on 1. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (02 Apr 26) ₹59.6148 ↑ 1.62 (2.79 %) Net Assets (Cr) ₹2,191 on 28 Feb 26 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 4.06 Information Ratio -1.08 Alpha Ratio 6.9 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,138 31 Mar 23 ₹10,487 31 Mar 24 ₹10,232 31 Mar 25 ₹15,284 31 Mar 26 ₹33,879 Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -15.6% 3 Month 13% 6 Month 31.8% 1 Year 128.4% 3 Year 49.2% 5 Year 28.3% 10 Year 15 Year Since launch 10.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 167.1% 2024 15.9% 2023 7% 2022 -7.7% 2021 -9% 2020 31.4% 2019 35.1% 2018 -10.7% 2017 -4% 2016 52.7% Fund Manager information for DSP World Gold Fund
Name Since Tenure Jay Kothari 1 Mar 13 13.01 Yr. Data below for DSP World Gold Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Basic Materials 94.27% Asset Allocation
Asset Class Value Cash 3.92% Equity 94.27% Debt 0.01% Other 1.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -70% ₹1,531 Cr 1,103,589
↓ -74,069 VanEck Gold Miners ETF
- | GDX28% ₹604 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -4% ₹90 Cr Net Receivables/Payables
Net Current Assets | -2% -₹35 Cr 2. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (07 Apr 26) ₹33.7942 ↑ 0.11 (0.33 %) Net Assets (Cr) ₹6,545 on 28 Feb 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 1.9 Information Ratio -0.27 Alpha Ratio 0.92 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,520 31 Mar 23 ₹14,284 31 Mar 24 ₹26,707 31 Mar 25 ₹28,297 31 Mar 26 ₹30,937 Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -6.2% 3 Month -2% 6 Month 3.4% 1 Year 18.9% 3 Year 30.6% 5 Year 26% 10 Year 15 Year Since launch 8% Historical performance (Yearly) on absolute basis
Year Returns 2025 11.3% 2024 23.5% 2023 54% 2022 29% 2021 32.4% 2020 -10% 2019 6% 2018 -23.8% 2017 21.9% 2016 16.2% Fund Manager information for SBI PSU Fund
Name Since Tenure Rohit Shimpi 1 Jun 24 1.75 Yr. Data below for SBI PSU Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 32.81% Utility 30.45% Energy 14.36% Industrials 12.03% Basic Materials 6.19% Asset Allocation
Asset Class Value Cash 4.09% Equity 95.84% Debt 0.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN18% ₹1,193 Cr 9,927,500 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL9% ₹610 Cr 13,725,000
↑ 750,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | POWERGRID9% ₹595 Cr 19,935,554 GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | GAIL9% ₹593 Cr 34,950,000
↑ 5,800,000 NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | NTPC9% ₹590 Cr 15,443,244 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | BPCL6% ₹374 Cr 9,700,000 Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | BANKBARODA5% ₹354 Cr 11,000,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB4% ₹240 Cr 2,427,235 NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | NMDC3% ₹228 Cr 27,900,000 Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL3% ₹186 Cr 3,850,000 3. ICICI Prudential Infrastructure Fund
ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (07 Apr 26) ₹183.16 ↑ 0.19 (0.10 %) 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 31 Mar 21 ₹10,000 31 Mar 22 ₹13,553 31 Mar 23 ₹16,550 31 Mar 24 ₹27,030 31 Mar 25 ₹29,212 31 Mar 26 ₹28,800 Returns for ICICI Prudential Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -2.9% 3 Month -7.8% 6 Month -6.7% 1 Year 9.3% 3 Year 21.5% 5 Year 24.3% 10 Year 15 Year Since launch 15.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.7% 2024 27.4% 2023 44.6% 2022 28.8% 2021 50.1% 2020 3.6% 2019 2.6% 2018 -14% 2017 40.8% 2016 2% Fund Manager information for ICICI Prudential Infrastructure Fund
Name Since Tenure Ihab Dalwai 3 Jun 17 8.75 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 | INDIGO8% ₹672 Cr 1,391,449 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT7% ₹601 Cr 1,405,704
↓ -350,000 NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | NTPC4% ₹356 Cr 9,326,448 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 23 | OBEROIRLTY4% ₹310 Cr 2,032,833
↑ 336,652 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL3% ₹240 Cr 1,931,967 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | INDUSINDBK3% ₹232 Cr 2,424,016 AIA Engineering Ltd (Industrials)
Equity, Since 28 Feb 21 | AIAENG3% ₹221 Cr 574,561 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE3% ₹213 Cr 1,529,725 NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC2% ₹202 Cr 13,203,905
↑ 150,000 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Nov 25 | BRIGADE2% ₹201 Cr 2,901,049
↑ 489,113 4. Invesco India PSU Equity Fund
Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (07 Apr 26) ₹62.95 ↑ 0.16 (0.25 %) Net Assets (Cr) ₹1,511 on 28 Feb 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.14 Sharpe Ratio 1.47 Information Ratio -0.78 Alpha Ratio -6.26 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,277 31 Mar 23 ₹13,931 31 Mar 24 ₹25,544 31 Mar 25 ₹26,724 31 Mar 26 ₹27,849 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -6.6% 3 Month -6.3% 6 Month -2.3% 1 Year 16% 3 Year 27.9% 5 Year 23.7% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 10.3% 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% Fund Manager information for Invesco India PSU Equity Fund
Name Since Tenure Hiten Jain 1 Jul 25 0.66 Yr. Sagar Gandhi 1 Jul 25 0.66 Yr. Data below for Invesco India PSU Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 31.73% Industrials 29.22% Utility 19.38% Energy 13.06% Basic Materials 3.8% Consumer Cyclical 1.44% Asset Allocation
Asset Class Value Cash 1.37% Equity 98.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN9% ₹141 Cr 1,171,232
↓ -123,757 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB8% ₹115 Cr 1,157,444 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | BPCL7% ₹105 Cr 2,717,009 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL7% ₹103 Cr 2,316,519
↓ -681,173 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL7% ₹102 Cr 261,137
↑ 73,494 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN5% ₹82 Cr 9,129,820 Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | BANKBARODA5% ₹80 Cr 2,477,556
↑ 233,334 NTPC Ltd (Utilities)
Equity, Since 31 May 19 | NTPC5% ₹69 Cr 1,801,543 Dredging Corp of India Ltd (Industrials)
Equity, Since 31 Jul 25 | DREDGECORP4% ₹61 Cr 646,300 REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | RECLTD4% ₹60 Cr 1,703,577
↑ 217,962 5. DSP India T.I.G.E.R Fund
DSP India T.I.G.E.R Fund
Growth Launch Date 11 Jun 04 NAV (07 Apr 26) ₹307.911 ↑ 1.42 (0.46 %) 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 31 Mar 21 ₹10,000 31 Mar 22 ₹12,881 31 Mar 23 ₹14,524 31 Mar 24 ₹23,943 31 Mar 25 ₹25,743 31 Mar 26 ₹26,892 Returns for DSP India T.I.G.E.R Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -4.1% 3 Month -3.4% 6 Month -2.2% 1 Year 14% 3 Year 23.7% 5 Year 22.6% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2025 -2.5% 2024 32.4% 2023 49% 2022 13.9% 2021 51.6% 2020 2.7% 2019 6.7% 2018 -17.2% 2017 47% 2016 4.1% Fund Manager information for DSP India T.I.G.E.R Fund
Name Since Tenure Rohit Singhania 21 Jun 10 15.7 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 | LT5% ₹290 Cr 678,645 NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | NTPC5% ₹270 Cr 7,063,207
↓ -82,676 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP4% ₹236 Cr 301,630
↑ 18,486 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 24 | AMBER3% ₹175 Cr 219,234
↑ 21,969 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX3% ₹166 Cr 680,825 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 25 | POWERGRID3% ₹166 Cr 5,567,574 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL3% ₹153 Cr 812,745 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG3% ₹144 Cr 1,030,925
↓ -123,339 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Oct 25 | HAL2% ₹119 Cr 305,098 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Apr 25 | MFSL2% ₹119 Cr 656,909 6. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (07 Apr 26) ₹137.169 ↑ 0.53 (0.39 %) 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 31 Mar 21 ₹10,000 31 Mar 22 ₹12,573 31 Mar 23 ₹14,151 31 Mar 24 ₹24,221 31 Mar 25 ₹25,876 31 Mar 26 ₹26,604 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -4.6% 3 Month -4.6% 6 Month -3.7% 1 Year 12.7% 3 Year 24.4% 5 Year 22.4% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.7% 2024 27.8% 2023 51.1% 2022 11.2% 2021 45.9% 2020 5.4% 2019 6% 2018 -10.7% 2017 43.3% 2016 8.4% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 4.37 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 | LT9% ₹285 Cr 665,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹203 Cr 420,000
↑ 70,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | ONGC6% ₹191 Cr 6,825,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹176 Cr 1,260,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | NTPC5% ₹152 Cr 3,978,727 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK4% ₹138 Cr 1,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL4% ₹133 Cr 710,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK4% ₹133 Cr 1,500,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN4% ₹114 Cr 950,000
↓ -50,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | POWERGRID3% ₹108 Cr 3,600,000 7. HDFC Infrastructure Fund
HDFC Infrastructure Fund
Growth Launch Date 10 Mar 08 NAV (07 Apr 26) ₹43.543 ↑ 0.13 (0.29 %) Net Assets (Cr) ₹2,417 on 28 Feb 26 Category Equity - Sectoral AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.06 Sharpe Ratio 1.06 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.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,519 31 Mar 23 ₹14,565 31 Mar 24 ₹26,127 31 Mar 25 ₹27,396 31 Mar 26 ₹26,533 Returns for HDFC Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -4.5% 3 Month -9.1% 6 Month -9.3% 1 Year 5.2% 3 Year 22.8% 5 Year 22.4% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2025 2.2% 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% Fund Manager information for HDFC Infrastructure Fund
Name Since Tenure Dhruv Muchhal 22 Jun 23 2.69 Yr. Ashish Shah 1 Nov 25 0.33 Yr. Data below for HDFC Infrastructure Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Industrials 40.41% Financial Services 21.13% Basic Materials 9.71% Utility 8.12% Energy 7.29% Communication Services 4.13% Real Estate 3.07% Health Care 2.03% Technology 1.29% Consumer Cyclical 0.75% Asset Allocation
Asset Class Value Cash 2.06% Equity 97.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT7% ₹173 Cr 403,500 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹152 Cr 1,100,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK5% ₹124 Cr 1,400,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL4% ₹97 Cr 778,285
↑ 20,000 State Bank of India (Financial Services)
Equity, Since 31 Mar 08 | SBIN4% ₹85 Cr 704,361 NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | NTPC3% ₹84 Cr 2,200,000 J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL3% ₹74 Cr 1,400,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO3% ₹72 Cr 150,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE3% ₹70 Cr 500,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | AXISBANK3% ₹69 Cr 500,000 8. Canara Robeco Infrastructure
Canara Robeco Infrastructure
Growth Launch Date 2 Dec 05 NAV (07 Apr 26) ₹156.5 ↑ 0.10 (0.06 %) Net Assets (Cr) ₹933 on 28 Feb 26 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating Risk High Expense Ratio 2.32 Sharpe Ratio 1.3 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.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,801 31 Mar 23 ₹14,363 31 Mar 24 ₹22,145 31 Mar 25 ₹25,157 31 Mar 26 ₹26,372 Returns for Canara Robeco Infrastructure
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -3.7% 3 Month -1.8% 6 Month -3.7% 1 Year 16% 3 Year 23.3% 5 Year 22.3% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 0.1% 2024 35.3% 2023 41.2% 2022 9% 2021 56.1% 2020 9% 2019 2.3% 2018 -19.1% 2017 40.2% 2016 2.1% Fund Manager information for Canara Robeco Infrastructure
Name Since Tenure Vishal Mishra 26 Jun 21 4.68 Yr. Shridatta Bhandwaldar 29 Sep 18 7.42 Yr. Data below for Canara Robeco Infrastructure as on 28 Feb 26
Equity Sector Allocation
Sector Value Industrials 46.09% Utility 12.97% Basic Materials 9.82% Energy 8.74% Financial Services 7.1% Consumer Cyclical 3.29% Technology 3.25% Communication Services 2.75% Real Estate 0.97% Asset Allocation
Asset Class Value Cash 5.01% Equity 94.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT10% ₹92 Cr 215,901
↑ 1,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | NTPC5% ₹42 Cr 1,106,480 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE4% ₹41 Cr 291,750 State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN4% ₹39 Cr 324,000
↓ -118,500 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL4% ₹39 Cr 869,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | CGPOWER4% ₹34 Cr 465,650
↑ 25,000 Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | TATAPOWER3% ₹32 Cr 840,000
↑ 30,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | POWERGRID3% ₹30 Cr 1,007,546
↑ 50,000 Cummins India Ltd (Industrials)
Equity, Since 31 Jul 24 | CUMMINSIND3% ₹29 Cr 58,500 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 23 | INDIGO3% ₹28 Cr 58,250 9. LIC MF Infrastructure Fund
LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (07 Apr 26) ₹47.2298 ↑ 0.18 (0.39 %) Net Assets (Cr) ₹1,007 on 28 Feb 26 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.21 Sharpe Ratio 1.13 Information Ratio 0.34 Alpha Ratio 4.76 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹13,141 31 Mar 23 ₹13,490 31 Mar 24 ₹21,802 31 Mar 25 ₹25,258 31 Mar 26 ₹26,147 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -3.9% 3 Month -5.7% 6 Month -5.9% 1 Year 17.6% 3 Year 25.9% 5 Year 22.3% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.7% 2024 47.8% 2023 44.4% 2022 7.9% 2021 46.6% 2020 -0.1% 2019 13.3% 2018 -14.6% 2017 42.2% 2016 -2.2% Fund Manager information for LIC MF Infrastructure Fund
Name Since Tenure Yogesh Patil 18 Sep 20 5.45 Yr. Mahesh Bendre 1 Jul 24 1.66 Yr. Data below for LIC MF Infrastructure Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Industrials 42.73% Consumer Cyclical 19.51% Utility 9.28% Basic Materials 9.23% Communication Services 5.72% Health Care 3.39% Technology 2.36% Real Estate 2.32% Financial Services 1.65% Asset Allocation
Asset Class Value Cash 3.82% Equity 96.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT5% ₹46 Cr 108,403 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TMCV4% ₹40 Cr 796,158
↓ -255,806 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 25 | APOLLOHOSP3% ₹34 Cr 43,674 Tata Motors Passenger Vehicles Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | TMPV3% ₹33 Cr 873,039
↑ 873,039 NTPC Ltd (Utilities)
Equity, Since 31 Mar 23 | NTPC3% ₹33 Cr 873,908
↑ 579,408 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL3% ₹33 Cr 176,844
↑ 157,308 Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 31 Dec 23 | SCHNEIDER3% ₹33 Cr 365,090
↓ -11,944 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP3% ₹32 Cr 624,600
↓ -61,779 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006553% ₹31 Cr 73,005
↓ -20,266 Siemens Energy India Ltd (Utilities)
Equity, Since 31 Aug 25 | ENRIN3% ₹28 Cr 95,701
↑ 42,000 10. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (07 Apr 26) ₹334.063 ↑ 1.06 (0.32 %) 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 31 Mar 21 ₹10,000 31 Mar 22 ₹12,490 31 Mar 23 ₹14,486 31 Mar 24 ₹25,615 31 Mar 25 ₹26,322 31 Mar 26 ₹26,803 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -3.3% 3 Month -4.4% 6 Month -4.5% 1 Year 11.9% 3 Year 23.5% 5 Year 22.1% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 -0.5% 2024 26.9% 2023 58% 2022 10.9% 2021 48.9% 2020 10.8% 2019 -2.9% 2018 -21.1% 2017 61.7% 2016 0.1% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 7.77 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 | RELIANCE9% ₹650 Cr 4,660,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | NTPC8% ₹592 Cr 15,500,000
↓ -1,500,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT6% ₹423 Cr 989,337 Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | TATAPOWER4% ₹298 Cr 7,900,789 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN3% ₹203 Cr 22,571,079
↑ 4,213,009 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | CGPOWER3% ₹197 Cr 2,720,014
↓ -300,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO3% ₹190 Cr 150,000
↓ -10,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | BHEL3% ₹183 Cr 6,900,000
↑ 400,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jan 22 | APOLLOHOSP2% ₹164 Cr 210,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL2% ₹147 Cr 780,000
↓ -270,000
How to Invest in Mutual Fund SIP Online?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
You Might Also Like
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2026 Shepard Technologies Private Limited. All Rights Reserved
Research Highlights for DSP World Gold Fund