fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
LOG IN
SIGN UP

Fincash » Mutual Funds » Mutual Funds Sahi Hai Campaign

AMFI Signs Sachin and Dhoni for Mutual Funds Sahi Hai Campaign

Updated on April 23, 2024 , 2893 views

The Association of Mutual Funds (AMFI) announced that they have signed cricketing icons Sachin Tendulkar and M.S Dhoni for their mutual fund sahi hai Campaign. This is happening for the first time that renowned cricketers are being signed to promote the campaign.

Mutual Funds Sahi Hai Campaign- AMFI sings Sachin and Dhoni

As per Nilesh Shah, the chairman of AMFI- Sachin Tendulkar and MS Dhoni evoke unstinted trust and high dependability, and their longer-term orientation in their respective cricketing careers has been akin to retail investors having equally longer-term approach towards investment. Longer-term approach be it, in cricketing career or in Mutual Fund investments can deliver rich dividends be it for cricketers or investors, alike.

Mutual Funds Sahi hai Campaign

Mutual Funds Sahi Hai campaign was started in March 2017 with a motive to create awareness about mutual funds within the investors. With Mutual Funds Sahi hai campaign, AMFI chooses to address various questions and queries people have about mutual funds such as- what is mutual funds, best mutual funds to invest into, how to make a mutual fund investment and how mutual fund gives profit, etc.

The cross-media campaigns made a huge impact on the people. The Mutual Funds Sahi Hai campaign is not only in English, but also in Hindi and other vernacular languages.

With the two icons— Sachin and Dhoni, the upcoming campaigns of Mutual Funds Sahi Hai will grab huge attention amongst people. Also, if you take a glance at cricket, it has many similarities to investment. So, let’s see what cricket teaches about investments in our financial life.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

3 Important Investment Tips to Learn from Cricket

1. Different position, but one goal!

Just like every player has its own skillset — batsman, blower — similarly, every investor has a specific risk appetite. Some investors will have a low risk appetite, while others may be a high.

So picking the mutual funds as per appetite is important. For instance, if you want no-risk funds than Liquid Funds are best suited for you. But, if you are a high-risk taker then Investing in Equity Funds would be ideal. So, pick the best position as per your appetite.

2. Diversify portfolio just like a team player

Just like a cricket team with different players, building an Investment plan with different funds will bring good returns. No investment Portfolio should depend on one or two funds, a well-diversified portfolio will fetch you good profits. Diversifying means to balance the risk in your portfolio.

3. Don’t give up, keep playing!

Cricket needs time, brain and attention. Likewise, while investing, you need to consider many factors like — time, goal, risk, patience. One bad returns in your investment shouldn’t let you down. In fact, strive for long-term returns. Give time for your funds to perform. Stay in the game till the end.

About AMFI

The Association of Mutual Funds in India assists the Indian Mutual Fund Industry to grow professionally and enhances the standards in all areas. AMFI is a one-stop destination for the investors who have any issues or monetary losses concerns about mutual funds.

The Association of Mutual Funds in India focuses on the following objectives:

  • Preserve professional ethical standards in the Mutual Fund Industry
  • Promote efficient business practices and code of conduct followed by the members of Mutual Funds
  • To spread awareness across the country on trustworthy mutual fund investments
  • Protect the interest of investors and Asset Management Companies
  • Take care of the pan India investor awareness programmes to promote the proper understanding of the mutual fund concept
  • To network with SEBI and accomplish their mutual fund’s regulations

Benefits of Mutual Funds

Mutual Funds are currently the most popular investment option amongst investors. It offers many benefits such as -

Affordability

It is one of the important Benefits of Mutual Funds as you can start investing with just Rs. 500 in a SIP. You can invest small amounts regularly for a long-term as part of your Financial goals. This will give you good returns over time. In case if you don't want to do SIP investment, you can opt for the lump sum mode.

Fund Manager

Each mutual fund is managed by a dedicated fund manager. The fund manager decides on buying and selling. So, you don’t have to worry about your investment or Market swings. These fund managers are professionally skilled and they pick the best option to meet the fund’s objective.

Diversification

The fund manager always invests in more than one Asset Class like equities, money market instrument, debts, gold, etc., to spread the risk. This is called diversification. So even if one asset class doesn’t perform, the other can balance the returns to avoid the loss for investors.

Tax Benefits

With ELSS (Equity Linked Saving Schemes) you can obtain tax benefits under Section 80C of the income tax act. Also, as ELSS is an equity-linked scheme, you earn returns from the equity market. As compared to other tax options under Sec 80C, ELSS has the least lock-in, i.e., of three years.

How to Invest in Mutual Funds Online?

✅ 1. Open Free Investment Account for Lifetime at Fincash.com

✅ 2. Complete your Registration and KYC Process

✅ 3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

Get Started

Best Mutual Funds 2024 - 2025

Following are the Best SIP Mutual Funds for 2020:

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Invesco India PSU Equity Fund Growth ₹58.94
↑ 1.01
₹859 500 1956.58940.727.954.5
Invesco India Infrastructure Fund Growth ₹57.31
↑ 0.21
₹961 500 13.543.674.736.527.851.1
ICICI Prudential Infrastructure Fund Growth ₹173.29
↑ 1.45
₹5,186 100 15.242.367.343.127.744.6
Nippon India Power and Infra Fund Growth ₹325.024
↑ 2.37
₹4,529 100 13.944.780.340.42758
BOI AXA Manufacturing and Infrastructure Fund Growth ₹50.95
↑ 0.26
₹256 1,000 1337.664.832.826.844.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Apr 24
*List of best mutual funds SIP's having Net Assets/ AUM more than 200 Crore in Equity Category of mutual funds ordered based on 5 year CAGR returns.

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 13.1% since its launch.  Ranked 33 in Sectoral category.  Return for 2023 was 54.5% , 2022 was 20.5% and 2021 was 31.1% .

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (25 Apr 24) ₹58.94 ↑ 1.01   (1.74 %)
Net Assets (Cr) ₹859 on 31 Mar 24
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.46
Sharpe Ratio 3.07
Information Ratio -1.18
Alpha Ratio -0.44
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
31 Mar 19₹10,000
31 Mar 20₹8,584
31 Mar 21₹12,144
31 Mar 22₹14,910
31 Mar 23₹16,919
31 Mar 24₹31,021

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 ₹598,181.
Net Profit of ₹298,181
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 25 Apr 24

DurationReturns
1 Month 9.4%
3 Month 19%
6 Month 56.5%
1 Year 89%
3 Year 40.7%
5 Year 27.9%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 54.5%
Fund Manager information for Invesco India PSU Equity Fund
NameSinceTenure
Dhimant Kothari19 May 203.87 Yr.

Data below for Invesco India PSU Equity Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Utility27.18%
Industrials25.7%
Financial Services25.62%
Energy19.79%
Asset Allocation
Asset ClassValue
Cash1.71%
Equity98.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL
9%₹78 Cr3,801,222
↑ 62,232
NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 532555
9%₹76 Cr2,254,157
↑ 16,754
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
9%₹73 Cr975,626
↓ -5,256
Coal India Ltd (Energy)
Equity, Since 31 Aug 23 | COALINDIA
8%₹67 Cr1,526,429
↓ -106,386
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 532898
7%₹60 Cr2,126,667
↑ 477,183
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 500547
6%₹50 Cr833,087
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
6%₹49 Cr157,644
NHPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NHPC
6%₹48 Cr5,435,618
↑ 144,875
Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | 532134
5%₹38 Cr1,431,527
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Mar 17 | CONCOR
4%₹38 Cr386,333

2. Invesco India Infrastructure Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of infrastructure companies. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Invesco India Infrastructure Fund is a Equity - Sectoral fund was launched on 21 Nov 07. It is a fund with High risk and has given a CAGR/Annualized return of 11.2% since its launch.  Ranked 24 in Sectoral category.  Return for 2023 was 51.1% , 2022 was 2.3% and 2021 was 55.4% .

Below is the key information for Invesco India Infrastructure Fund

Invesco India Infrastructure Fund
Growth
Launch Date 21 Nov 07
NAV (25 Apr 24) ₹57.31 ↑ 0.21   (0.37 %)
Net Assets (Cr) ₹961 on 31 Mar 24
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.49
Sharpe Ratio 3.65
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
31 Mar 19₹10,000
31 Mar 20₹7,905
31 Mar 21₹13,511
31 Mar 22₹17,789
31 Mar 23₹18,787
31 Mar 24₹31,730

Invesco India 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 ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for Invesco India 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 25 Apr 24

DurationReturns
1 Month 7.5%
3 Month 13.5%
6 Month 43.6%
1 Year 74.7%
3 Year 36.5%
5 Year 27.8%
10 Year
15 Year
Since launch 11.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 51.1%
2022 2.3%
2021 55.4%
2020 16.2%
2019 6.1%
2018 -15.8%
2017 48.1%
2016 0.8%
2015 -2.6%
2014 83.6%
Fund Manager information for Invesco India Infrastructure Fund
NameSinceTenure
Amit Nigam3 Sep 203.58 Yr.

Data below for Invesco India Infrastructure Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials46.67%
Utility24.3%
Basic Materials9.52%
Health Care4.04%
Energy3.63%
Consumer Cyclical3.1%
Financial Services2.58%
Technology1.65%
Communication Services1.26%
Real Estate1.14%
Asset Allocation
Asset ClassValue
Cash2.12%
Equity97.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 22 | 532898
7%₹63 Cr2,234,017
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
7%₹59 Cr169,760
Gujarat State Petronet Ltd (Utilities)
Equity, Since 30 Nov 22 | 532702
4%₹39 Cr1,061,584
Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 21 | 500400
4%₹38 Cr1,019,084
GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 23 | 532155
4%₹35 Cr1,946,687
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Nov 17 | BEL
4%₹33 Cr1,623,224
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Jan 23 | 500547
4%₹33 Cr543,643
↑ 35,819
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Mar 17 | CONCOR
3%₹31 Cr312,742
↑ 48,027
Thermax Ltd (Industrials)
Equity, Since 30 Jun 21 | THERMAX
3%₹28 Cr76,244
↑ 507
NHPC Ltd (Utilities)
Equity, Since 30 Jun 23 | NHPC
3%₹27 Cr3,039,056

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.

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 16.5% since its launch.  Ranked 27 in Sectoral category.  Return for 2023 was 44.6% , 2022 was 28.8% and 2021 was 50.1% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (25 Apr 24) ₹173.29 ↑ 1.45   (0.84 %)
Net Assets (Cr) ₹5,186 on 31 Mar 24
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 3.64
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
31 Mar 19₹10,000
31 Mar 20₹6,301
31 Mar 21₹11,765
31 Mar 22₹15,945
31 Mar 23₹19,470
31 Mar 24₹31,799

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 ₹598,181.
Net Profit of ₹298,181
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 25 Apr 24

DurationReturns
1 Month 7%
3 Month 15.2%
6 Month 42.3%
1 Year 67.3%
3 Year 43.1%
5 Year 27.7%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 56.2%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 176.83 Yr.
Sharmila D’mello30 Jun 221.76 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials29.05%
Financial Services17.86%
Basic Materials16.1%
Utility14.25%
Energy8.84%
Communication Services2.24%
Real Estate2.05%
Consumer Cyclical1.86%
Asset Allocation
Asset ClassValue
Cash6.85%
Equity92.26%
Debt0.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
7%₹359 Cr10,712,000
↓ -600,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
5%₹264 Cr760,393
↑ 39,900
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
5%₹241 Cr2,290,000
↑ 100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
5%₹239 Cr1,699,500
↑ 760,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL
4%₹178 Cr1,844,988
↓ -18,016
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
3%₹170 Cr6,900,000
↓ -758,244
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Aug 23 | GRASIM
3%₹162 Cr739,601
Gujarat Gas Ltd (Utilities)
Equity, Since 31 Jan 23 | GUJGASLTD
3%₹161 Cr2,844,446
Cummins India Ltd (Industrials)
Equity, Since 31 May 17 | 500480
2%₹114 Cr415,782
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 17 | 500312
2%₹113 Cr4,257,800
↓ -577,500

4. Nippon India Power and Infra Fund

(Erstwhile Reliance Diversified Power Sector Fund)

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector.

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 19.1% since its launch.  Ranked 13 in Sectoral category.  Return for 2023 was 58% , 2022 was 10.9% and 2021 was 48.9% .

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 (25 Apr 24) ₹325.024 ↑ 2.37   (0.74 %)
Net Assets (Cr) ₹4,529 on 31 Mar 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.23
Sharpe Ratio 3.98
Information Ratio 1.48
Alpha Ratio 11.98
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
31 Mar 19₹10,000
31 Mar 20₹6,580
31 Mar 21₹12,215
31 Mar 22₹15,256
31 Mar 23₹17,694
31 Mar 24₹31,288

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 ₹584,107.
Net Profit of ₹284,107
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 25 Apr 24

DurationReturns
1 Month 7.4%
3 Month 13.9%
6 Month 44.7%
1 Year 80.3%
3 Year 40.4%
5 Year 27%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 50.8%
Fund Manager information for Nippon India Power and Infra Fund
NameSinceTenure
Sanjay Doshi2 Jan 177.25 Yr.
Kinjal Desai25 May 185.86 Yr.

Data below for Nippon India Power and Infra Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials37.72%
Utility14.4%
Basic Materials9.78%
Energy8.03%
Communication Services6.62%
Consumer Cyclical6.41%
Technology5.2%
Real Estate4.25%
Health Care1.82%
Asset Allocation
Asset ClassValue
Cash5.78%
Equity94.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
6%₹270 Cr925,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
6%₹261 Cr750,000
↑ 110,663
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | 500530
6%₹239 Cr83,500
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 532555
6%₹235 Cr7,000,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
5%₹208 Cr210,000
↑ 10,000
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
5%₹198 Cr670,000
↑ 92,352
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
4%₹169 Cr1,500,000
↑ 150,000
Cyient DLM Ltd (Technology)
Equity, Since 31 Jul 23 | 543933
3%₹137 Cr1,708,669
↑ 158,099
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Jan 24 | HONAUT
3%₹137 Cr36,000
↑ 13,882
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Aug 22 | CONCOR
3%₹125 Cr1,274,151

5. 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

BOI AXA Manufacturing and Infrastructure Fund is a Equity - Sectoral fund was launched on 5 Mar 10. It is a fund with High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Return for 2023 was 44.7% , 2022 was 3.3% and 2021 was 52.5% .

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 (25 Apr 24) ₹50.95 ↑ 0.26   (0.51 %)
Net Assets (Cr) ₹256 on 31 Mar 24
Category Equity - Sectoral
AMC BOI AXA Investment Mngrs Private Ltd
Rating Not Rated
Risk High
Expense Ratio 2.55
Sharpe Ratio 3.79
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
31 Mar 19₹10,000
31 Mar 20₹7,753
31 Mar 21₹14,264
31 Mar 22₹18,195
31 Mar 23₹19,232
31 Mar 24₹30,627

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 ₹584,107.
Net Profit of ₹284,107
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 25 Apr 24

DurationReturns
1 Month 8.6%
3 Month 13%
6 Month 37.6%
1 Year 64.8%
3 Year 32.8%
5 Year 26.8%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 44.7%
2022 3.3%
2021 52.5%
2020 28.1%
2019 2.5%
2018 -22.8%
2017 56%
2016 1%
2015 0.3%
2014 54.1%
Fund Manager information for BOI AXA Manufacturing and Infrastructure Fund
NameSinceTenure
Nitin Gosar27 Sep 221.51 Yr.

Data below for BOI AXA Manufacturing and Infrastructure Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials23.22%
Consumer Cyclical15.67%
Basic Materials14.41%
Energy14.05%
Health Care10.1%
Utility6.75%
Communication Services4.31%
Real Estate3.52%
Consumer Defensive2.07%
Technology0.76%
Asset Allocation
Asset ClassValue
Cash5.1%
Equity94.86%
Debt0.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
8%₹20 Cr69,156
↑ 5,968
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT
7%₹17 Cr50,207
↑ 11,302
NTPC Ltd (Utilities)
Equity, Since 31 May 21 | 532555
5%₹12 Cr370,539
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | HEROMOTOCO
4%₹10 Cr22,106
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 22 | SUNPHARMA
3%₹8 Cr47,707
↑ 2,885
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jan 24 | 534816
3%₹7 Cr275,782
↑ 50,969
ITD Cementation India Ltd (Industrials)
Equity, Since 31 Dec 22 | 509496
2%₹6 Cr180,560
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Dec 22 | 500477
2%₹5 Cr320,461
↑ 20,336
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | MARUTI
2%₹5 Cr4,816
↓ -1,707
Oil India Ltd (Energy)
Equity, Since 31 Dec 23 | OIL
2%₹5 Cr99,102
↓ -10,140

Disclaimer:
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.
How helpful was this page ?
POST A COMMENT