+91-22-48913909Dealing with Volatile Stocks
When the stock market goes hills and valleys, the entire perception regarding the financial market alters and shifts. The ups and downs, when happening frequently, the overestimation of downside risk becomes recurring.
This downside risk of losing anything significant leaves investors, especially the new ones, with enough fear to keep away from stocks. However, an aspect regarding high movement stocks, also known as volatile stocks, is that they come with major financial gains.
In this post, let’s find out more about Volatility and how cautious should you be when Investing in such stocks.
Defining Volatility
Put simply; volatility is a statistical measure that assesses the returns’ range for a specific market index or stock. It gauges the deviation with a standard or variance deviation between returns. The volatility of a stock is equal to the amount that certain stock will be separating from the original price whereat it was being traded earlier.
This can be considered as a pendulum. The more the pendulum moves from its original position, the more it is volatile and vice versa. With high volatility, the dispersal will be broader; hence, there will be a broader price range.
As far as the low volatility is concerned, the situation will be completely the opposite. One of the best aspects of volatile stocks is that volatility can be calculated; thus, they can be strategically acted upon to maximize profits.
For active investors, volatility is more of a friend than a foe. The upside advantages are not just obvious but comparatively higher in comparison to a long position in a stock.
Talk to our investment specialist
Identifying a Volatile Stock
The most volatile stocks can easily be identified by the Beta index. This index considers the effect that stock market fluctuations create on a certain share price and compares it with the benchmark index’s changes.
Shares that have a beta value of 1 are regarded as a relatively safer investment, considering that the fluctuations in the market are proportional to changes that big companies reflect. On the other hand, a share with the beta value that is less than 1 means that it is stable security.
Keeping in mind that more than 1 beta signifies extensive fluctuations with market changes; it is considered as a risky investment. This way, if stocks have beta values that are higher than 1, you can take them as high volatility stocks.
Also, even minor changes in the indicators of stock market impact the volatility rates. In the current economic condition, any sign that leads to changes can create uncertainty in terms of the company’s performance. Therefore, this creates massive demands in the purchase and/or sale of assets in the market, leading to uncertain stock market volatility.
Advantages of High Volatile Stocks
- High returns
- Appropriate for all investment objectives and goals
- Lower costs
- Market value fall
- Lesser market demand
Disadvantages
- High risk
- No dividend payouts
- Trapped value
- Sectoral downtrends
Most Volatile Stocks in India
Cipla
Established in 1935, Cipla Limited is a multinational pharmaceutical company, which is based in India. Primarily, this firm develops medicines for depression, weight control, diabetes, arthritis, cardiovascular diseases, respiratory issues and other medical conditions.
Currently, the Cipla stock is priced at ₹790.50. With no major stock weakness whatsoever, Cipla stock boasts of a variety of strengthening factors as well.
Reliance
Founded in 1973 in Mumbai, Reliance Industries Limited is a multinational conglomerate that has a variety of businesses across India. Reliance is majorly operating in telecommunications, retail, natural resources, textiles, petrochemicals and energy.
The Reliance stock is running at a price of ₹1,992.45. In terms of strength and weakness, this company holds both of them. While its MFs decreased the shareholding in the last quarter, the company has been decreasing its debt considerably.
ICICI Bank
Headquartered in Mumbai, ICICI Bank was founded in 1994. This one is a multinational bank that deals in a variety of banking and financial services. With its registered office established in Vadodara, the branches of ICICI are available in every nook and corner of India.
As far as stock pricing is concerned, currently, this company is running at ₹525.35. Sure, there are threats and weaknesses with this company, but the list of strengths and opportunities are equally high.
Fund Selection Methodology used to find 11 funds
In a Nutshell
Investors who have a high-risk appetite and a cautious eye that can identify the high stocks should continue with their decision of investing in volatile stocks. This means that before continuing with the decision of investing in the market, you must know how stock market fluctuations can be read as they impact stocks massively.
Along with that, experts also recommend developing a long-term vision. With a comprehensive plan in hand, returns will be manifold. However, if you think stocks could be too much to handle, especially if you don't possess any knowledge regarding them, investing in Mutual Funds will be a much better idea. Being a popular investment option, Mutual Funds offer a variety of advantages. Irrespective of your stance in the market, investing in mutual funds will always be a fruitful decision.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) DSP World Gold Fund Growth ₹59.3807
↓ -0.23 ₹2,191 500 8.8 29.9 143.8 47.4 26.5 167.1 SBI PSU Fund Growth ₹34.6998
↑ 0.91 ₹6,545 500 -2 3.4 18.9 30.6 26 11.3 ICICI Prudential Infrastructure Fund Growth ₹190.36
↑ 7.20 ₹8,098 100 -7.8 -6.7 9.3 21.5 24.3 6.7 Invesco India PSU Equity Fund Growth ₹65.01
↑ 2.06 ₹1,511 500 -6.3 -2.3 16 27.9 23.7 10.3 DSP India T.I.G.E.R Fund Growth ₹307.911
↑ 1.42 ₹5,460 500 -3.4 -2.2 14 23.7 22.6 -2.5 Franklin Build India Fund Growth ₹142.553
↑ 5.38 ₹3,174 500 -4.6 -3.7 12.7 24.4 22.4 3.7 HDFC Infrastructure Fund Growth ₹45.042
↑ 1.50 ₹2,417 300 -9.1 -9.3 5.2 22.8 22.4 2.2 Canara Robeco Infrastructure Growth ₹161.37
↑ 4.87 ₹933 1,000 -1.8 -3.7 16 23.3 22.3 0.1 LIC MF Infrastructure Fund Growth ₹48.5769
↑ 1.35 ₹1,007 1,000 -5.7 -5.9 17.6 25.9 22.3 -3.7 Nippon India Power and Infra Fund Growth ₹346.011
↑ 11.95 ₹7,128 100 -4.4 -4.5 11.9 23.5 22.1 -0.5 BOI AXA Manufacturing and Infrastructure Fund Growth ₹58.76
↑ 1.85 ₹689 1,000 -5.5 -0.8 22.1 23 20.7 7.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Apr 26 Research Highlights & Commentary of 11 Funds showcased
Commentary DSP World Gold Fund SBI PSU Fund ICICI Prudential Infrastructure Fund Invesco India PSU Equity Fund DSP India T.I.G.E.R Fund Franklin Build India Fund HDFC Infrastructure Fund Canara Robeco Infrastructure LIC MF Infrastructure Fund Nippon India Power and Infra Fund BOI AXA Manufacturing and Infrastructure Fund Point 1 Lower mid AUM (₹2,191 Cr). Upper mid AUM (₹6,545 Cr). Highest AUM (₹8,098 Cr). Lower mid AUM (₹1,511 Cr). Upper mid AUM (₹5,460 Cr). Upper mid AUM (₹3,174 Cr). Lower mid AUM (₹2,417 Cr). Bottom quartile AUM (₹933 Cr). Bottom quartile AUM (₹1,007 Cr). Top quartile AUM (₹7,128 Cr). Bottom quartile AUM (₹689 Cr). Point 2 Established history (18+ yrs). Established history (15+ yrs). Established history (20+ yrs). Established history (16+ yrs). Oldest track record among peers (21 yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (18+ yrs). Established history (21+ yrs). Established history (16+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (lower mid). Rating: 3★ (lower mid). Rating: 3★ (upper mid). Rating: 4★ (top quartile). Top rated. Rating: 3★ (lower mid). Not Rated. Not Rated. Rating: 4★ (upper mid). Not Rated. Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 26.46% (top quartile). 5Y return: 25.99% (top quartile). 5Y return: 24.29% (upper mid). 5Y return: 23.69% (upper mid). 5Y return: 22.56% (upper mid). 5Y return: 22.37% (lower mid). 5Y return: 22.37% (lower mid). 5Y return: 22.30% (lower mid). 5Y return: 22.25% (bottom quartile). 5Y return: 22.12% (bottom quartile). 5Y return: 20.74% (bottom quartile). Point 6 3Y return: 47.36% (top quartile). 3Y return: 30.64% (top quartile). 3Y return: 21.47% (bottom quartile). 3Y return: 27.91% (upper mid). 3Y return: 23.66% (lower mid). 3Y return: 24.42% (upper mid). 3Y return: 22.78% (bottom quartile). 3Y return: 23.35% (lower mid). 3Y return: 25.87% (upper mid). 3Y return: 23.49% (lower mid). 3Y return: 23.02% (bottom quartile). Point 7 1Y return: 143.82% (top quartile). 1Y return: 18.95% (upper mid). 1Y return: 9.26% (bottom quartile). 1Y return: 15.95% (lower mid). 1Y return: 14.04% (lower mid). 1Y return: 12.68% (lower mid). 1Y return: 5.19% (bottom quartile). 1Y return: 16.02% (upper mid). 1Y return: 17.59% (upper mid). 1Y return: 11.90% (bottom quartile). 1Y return: 22.12% (top quartile). Point 8 Alpha: 6.90 (top quartile). Alpha: 0.92 (upper mid). Alpha: 0.00 (lower mid). Alpha: -6.26 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Alpha: 4.76 (top quartile). Alpha: 0.23 (upper mid). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 4.06 (top quartile). Sharpe: 1.90 (top quartile). Sharpe: 1.03 (bottom quartile). Sharpe: 1.47 (upper mid). Sharpe: 1.34 (lower mid). Sharpe: 1.51 (upper mid). Sharpe: 1.06 (bottom quartile). Sharpe: 1.30 (lower mid). Sharpe: 1.13 (lower mid). Sharpe: 1.10 (bottom quartile). Sharpe: 1.56 (upper mid). Point 10 Information ratio: -1.08 (bottom quartile). Information ratio: -0.27 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: -0.78 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: 0.34 (top quartile). Information ratio: 0.34 (top quartile). Information ratio: 0.00 (upper mid). DSP World Gold Fund
SBI PSU Fund
ICICI Prudential Infrastructure Fund
Invesco India PSU Equity Fund
DSP India T.I.G.E.R Fund
Franklin Build India Fund
HDFC Infrastructure Fund
Canara Robeco Infrastructure
LIC MF Infrastructure Fund
Nippon India Power and Infra Fund
BOI AXA Manufacturing and Infrastructure Fund
*List of best mutual funds SIP's having Net Assets/ AUM more than "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 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 Below is the key information for BOI AXA Manufacturing and Infrastructure Fund Returns up to 1 year are on 200 Crore in Equity Category of mutual funds ordered based on 5 year calendar year returns.
1. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (07 Apr 26) ₹59.3807 ↓ -0.23 (-0.39 %) 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 Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Apr 26 Duration Returns 1 Month -4.6% 3 Month 8.8% 6 Month 29.9% 1 Year 143.8% 3 Year 47.4% 5 Year 26.5% 10 Year 15 Year Since launch 10.1% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for DSP World Gold Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (08 Apr 26) ₹34.6998 ↑ 0.91 (2.68 %) 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 Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 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 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
Name Since Tenure Data below for SBI PSU Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. ICICI Prudential Infrastructure Fund
ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (08 Apr 26) ₹190.36 ↑ 7.20 (3.93 %) 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 Returns for ICICI Prudential Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 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 2024 6.7% 2023 27.4% 2022 44.6% 2021 28.8% 2020 50.1% 2019 3.6% 2018 2.6% 2017 -14% 2016 40.8% 2015 2% Fund Manager information for ICICI Prudential Infrastructure Fund
Name Since Tenure Data below for ICICI Prudential Infrastructure Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Invesco India PSU Equity Fund
Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (08 Apr 26) ₹65.01 ↑ 2.06 (3.27 %) 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 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 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 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
Name Since Tenure Data below for Invesco India PSU Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 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 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 7 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 2024 -2.5% 2023 32.4% 2022 49% 2021 13.9% 2020 51.6% 2019 2.7% 2018 6.7% 2017 -17.2% 2016 47% 2015 4.1% Fund Manager information for DSP India T.I.G.E.R Fund
Name Since Tenure Data below for DSP India T.I.G.E.R Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (08 Apr 26) ₹142.553 ↑ 5.38 (3.93 %) 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 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 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 2024 3.7% 2023 27.8% 2022 51.1% 2021 11.2% 2020 45.9% 2019 5.4% 2018 6% 2017 -10.7% 2016 43.3% 2015 8.4% Fund Manager information for Franklin Build India Fund
Name Since Tenure Data below for Franklin Build India Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. HDFC Infrastructure Fund
HDFC Infrastructure Fund
Growth Launch Date 10 Mar 08 NAV (08 Apr 26) ₹45.042 ↑ 1.50 (3.44 %) 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 Returns for HDFC Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 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 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
Name Since Tenure Data below for HDFC Infrastructure Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Canara Robeco Infrastructure
Canara Robeco Infrastructure
Growth Launch Date 2 Dec 05 NAV (08 Apr 26) ₹161.37 ↑ 4.87 (3.11 %) 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 Returns for Canara Robeco Infrastructure
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 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 2024 0.1% 2023 35.3% 2022 41.2% 2021 9% 2020 56.1% 2019 9% 2018 2.3% 2017 -19.1% 2016 40.2% 2015 2.1% Fund Manager information for Canara Robeco Infrastructure
Name Since Tenure Data below for Canara Robeco Infrastructure as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. LIC MF Infrastructure Fund
LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (08 Apr 26) ₹48.5769 ↑ 1.35 (2.85 %) 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 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 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 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
Name Since Tenure Data below for LIC MF Infrastructure Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (08 Apr 26) ₹346.011 ↑ 11.95 (3.58 %) 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 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 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 2024 -0.5% 2023 26.9% 2022 58% 2021 10.9% 2020 48.9% 2019 10.8% 2018 -2.9% 2017 -21.1% 2016 61.7% 2015 0.1% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Data below for Nippon India Power and Infra Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 11. BOI AXA Manufacturing and Infrastructure Fund
BOI AXA Manufacturing and Infrastructure Fund
Growth Launch Date 5 Mar 10 NAV (08 Apr 26) ₹58.76 ↑ 1.85 (3.25 %) Net Assets (Cr) ₹689 on 28 Feb 26 Category Equity - Sectoral AMC BOI AXA Investment Mngrs Private Ltd Rating Risk High Expense Ratio 2.4 Sharpe Ratio 1.56 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 Returns for BOI AXA Manufacturing and Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Apr 26 Duration Returns 1 Month -2.1% 3 Month -5.5% 6 Month -0.8% 1 Year 22.1% 3 Year 23% 5 Year 20.7% 10 Year 15 Year Since launch 11.4% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for BOI AXA Manufacturing and Infrastructure Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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.
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