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11 Best Mutual Funds for SIP 2025

Updated on October 1, 2025 , 264535 views

Over the past decade (2015–2025), equity SIPs in India have delivered an average annualised return of 10–14%, with many investors seeing their wealth double in under 7 years. The magic lies in the Power of Compounding and disciplined Investing — SIPs turn small, consistent contributions into substantial long-term gains, even through Market ups and downs.

Best SIP Plans

With evolving SEBI norms, changing sector dynamics, and heightened market Volatility, the “set and forget” approach no longer suffices. That’s why we go beyond mere rankings—Offering well-researched, 2025-relevant insights that balance growth potential with risk management. Your SIP shouldn’t just grow—it should adapt, endure, and support your financial journey at every stage.

Why Invest in SIP Mutual Funds?

  • SIPs encourage a disciplined and systematic approach towards investing in Mutual Funds.
  • They help you finance major life goals such as retirement, your child’s education, buying a house or car.
  • The power of compounding makes SIPs ideal for wealth creation over time, especially for young investors.
  • SIPs reduce the risk of timing the market by spreading your investments across market cycles.

Additionally, SIPs offer flexibility — you can start with small amounts and increase investments as your Income grows, making them suitable for investors at any stage.

What Influences SIP Returns?

SIP returns depend on several factors, including market conditions, fund management, and economic cycles. Equity markets can be volatile in the short term, which impacts SIP performance, but disciplined investing over longer periods usually smooths out fluctuations. Fund manager expertise and consistency significantly influence SIP returns, especially in volatile markets. Furthermore, SEBI’s recent reforms aimed at improving fund transparency and risk controls have helped investors make better-informed choices, potentially improving SIP outcomes.

All selected funds have at least ₹500 crore in AUM and a minimum of 5 years of consistent performance, ensuring stability and reliability for long-term investing.

Fund Selection Methodology used to find 11 funds

  • Category: Equity
  • Investment Option: SIP
  • AUM Range: 200 to 20000 Cr
  • Sorted On : 5-year return (high to low)
  • No Of Funds: 11

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Top 11 SIP Mutual Funds in India FY 25 - 26

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential Infrastructure Fund Growth ₹196.05
↑ 1.40
₹7,645 100 -1.59.8-1.229.53727.4
HDFC Infrastructure Fund Growth ₹47.771
↑ 0.23
₹2,483 300 -0.99.2-2.829.634.223
Franklin Build India Fund Growth ₹141.794
↑ 1.03
₹2,884 500 -0.99.7-1.82933.727.8
Bandhan Infrastructure Fund Growth ₹49.852
↑ 0.44
₹1,613 100 -3.47.6-9.727.733.439.3
DSP India T.I.G.E.R Fund Growth ₹314.208
↑ 2.73
₹5,303 500 -1.810-8.427.233.232.4
SBI PSU Fund Growth ₹32.651
↑ 0.38
₹5,179 500 0.88.4-2.333.332.623.5
LIC MF Infrastructure Fund Growth ₹50.0328
↑ 0.53
₹995 1,000 -1.214.5-2.328.43247.8
Canara Robeco Infrastructure Growth ₹162.25
↑ 1.75
₹889 1,000 012.9-1.926.53235.3
Nippon India Power and Infra Fund Growth ₹348.301
↑ 2.76
₹7,175 100 -1.19.1-628.931.726.9
Kotak Infrastructure & Economic Reform Fund Growth ₹65.285
↑ 0.67
₹2,313 1,000 -2.113-8.322.430.432.4
Invesco India PSU Equity Fund Growth ₹64.64
↑ 0.72
₹1,341 500 -111.6-1.632.730.225.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Oct 25

Research Highlights & Commentary of 11 Funds showcased

CommentaryICICI Prudential Infrastructure FundHDFC Infrastructure FundFranklin Build India FundBandhan Infrastructure FundDSP India T.I.G.E.R FundSBI PSU FundLIC MF Infrastructure FundCanara Robeco InfrastructureNippon India Power and Infra FundKotak Infrastructure & Economic Reform FundInvesco India PSU Equity Fund
Point 1Highest AUM (₹7,645 Cr).Lower mid AUM (₹2,483 Cr).Upper mid AUM (₹2,884 Cr).Lower mid AUM (₹1,613 Cr).Upper mid AUM (₹5,303 Cr).Upper mid AUM (₹5,179 Cr).Bottom quartile AUM (₹995 Cr).Bottom quartile AUM (₹889 Cr).Top quartile AUM (₹7,175 Cr).Lower mid AUM (₹2,313 Cr).Bottom quartile AUM (₹1,341 Cr).
Point 2Established history (20+ yrs).Established history (17+ yrs).Established history (16+ yrs).Established history (14+ yrs).Oldest track record among peers (21 yrs).Established history (15+ yrs).Established history (17+ yrs).Established history (19+ yrs).Established history (21+ yrs).Established history (17+ yrs).Established history (15+ yrs).
Point 3Rating: 3★ (lower mid).Rating: 3★ (lower mid).Top rated.Rating: 5★ (top quartile).Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).Not Rated.Not Rated.Rating: 4★ (upper mid).Rating: 4★ (upper mid).Rating: 3★ (lower mid).
Point 4Risk 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 55Y return: 37.05% (top quartile).5Y return: 34.24% (top quartile).5Y return: 33.70% (upper mid).5Y return: 33.36% (upper mid).5Y return: 33.23% (upper mid).5Y return: 32.60% (lower mid).5Y return: 32.02% (lower mid).5Y return: 32.02% (lower mid).5Y return: 31.73% (bottom quartile).5Y return: 30.42% (bottom quartile).5Y return: 30.21% (bottom quartile).
Point 63Y return: 29.46% (upper mid).3Y return: 29.62% (upper mid).3Y return: 28.96% (upper mid).3Y return: 27.71% (lower mid).3Y return: 27.16% (bottom quartile).3Y return: 33.26% (top quartile).3Y return: 28.38% (lower mid).3Y return: 26.47% (bottom quartile).3Y return: 28.92% (lower mid).3Y return: 22.44% (bottom quartile).3Y return: 32.70% (top quartile).
Point 71Y return: -1.16% (top quartile).1Y return: -2.82% (lower mid).1Y return: -1.77% (upper mid).1Y return: -9.71% (bottom quartile).1Y return: -8.44% (bottom quartile).1Y return: -2.33% (lower mid).1Y return: -2.27% (upper mid).1Y return: -1.92% (upper mid).1Y return: -6.01% (lower mid).1Y return: -8.29% (bottom quartile).1Y return: -1.63% (top quartile).
Point 8Alpha: 0.00 (top quartile).Alpha: 0.00 (lower mid).Alpha: 0.00 (upper mid).Alpha: 0.00 (upper mid).Alpha: 0.00 (upper mid).Alpha: -0.35 (lower mid).Alpha: -1.71 (bottom quartile).Alpha: 0.00 (lower mid).Alpha: -3.51 (bottom quartile).Alpha: -1.88 (bottom quartile).Alpha: 5.81 (top quartile).
Point 9Sharpe: -0.48 (upper mid).Sharpe: -0.64 (lower mid).Sharpe: -0.64 (lower mid).Sharpe: -0.71 (bottom quartile).Sharpe: -0.71 (bottom quartile).Sharpe: -0.81 (bottom quartile).Sharpe: -0.46 (top quartile).Sharpe: -0.41 (top quartile).Sharpe: -0.66 (lower mid).Sharpe: -0.52 (upper mid).Sharpe: -0.58 (upper mid).
Point 10Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: -0.37 (bottom quartile).Information ratio: 0.34 (top quartile).Information ratio: 0.00 (lower mid).Information ratio: 0.79 (top quartile).Information ratio: -0.04 (bottom quartile).Information ratio: -0.46 (bottom quartile).

ICICI Prudential Infrastructure Fund

  • Highest AUM (₹7,645 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 37.05% (top quartile).
  • 3Y return: 29.46% (upper mid).
  • 1Y return: -1.16% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.48 (upper mid).
  • Information ratio: 0.00 (upper mid).

HDFC Infrastructure Fund

  • Lower mid AUM (₹2,483 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 34.24% (top quartile).
  • 3Y return: 29.62% (upper mid).
  • 1Y return: -2.82% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.64 (lower mid).
  • Information ratio: 0.00 (lower mid).

Franklin Build India Fund

  • Upper mid AUM (₹2,884 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 33.70% (upper mid).
  • 3Y return: 28.96% (upper mid).
  • 1Y return: -1.77% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.64 (lower mid).
  • Information ratio: 0.00 (upper mid).

Bandhan Infrastructure Fund

  • Lower mid AUM (₹1,613 Cr).
  • Established history (14+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: High.
  • 5Y return: 33.36% (upper mid).
  • 3Y return: 27.71% (lower mid).
  • 1Y return: -9.71% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.71 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

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

  • Upper mid AUM (₹5,303 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 33.23% (upper mid).
  • 3Y return: 27.16% (bottom quartile).
  • 1Y return: -8.44% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.71 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

SBI PSU Fund

  • Upper mid AUM (₹5,179 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 32.60% (lower mid).
  • 3Y return: 33.26% (top quartile).
  • 1Y return: -2.33% (lower mid).
  • Alpha: -0.35 (lower mid).
  • Sharpe: -0.81 (bottom quartile).
  • Information ratio: -0.37 (bottom quartile).

LIC MF Infrastructure Fund

  • Bottom quartile AUM (₹995 Cr).
  • Established history (17+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 32.02% (lower mid).
  • 3Y return: 28.38% (lower mid).
  • 1Y return: -2.27% (upper mid).
  • Alpha: -1.71 (bottom quartile).
  • Sharpe: -0.46 (top quartile).
  • Information ratio: 0.34 (top quartile).

Canara Robeco Infrastructure

  • Bottom quartile AUM (₹889 Cr).
  • Established history (19+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 32.02% (lower mid).
  • 3Y return: 26.47% (bottom quartile).
  • 1Y return: -1.92% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.41 (top quartile).
  • Information ratio: 0.00 (lower mid).

Nippon India Power and Infra Fund

  • Top quartile AUM (₹7,175 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 31.73% (bottom quartile).
  • 3Y return: 28.92% (lower mid).
  • 1Y return: -6.01% (lower mid).
  • Alpha: -3.51 (bottom quartile).
  • Sharpe: -0.66 (lower mid).
  • Information ratio: 0.79 (top quartile).

Kotak Infrastructure & Economic Reform Fund

  • Lower mid AUM (₹2,313 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 30.42% (bottom quartile).
  • 3Y return: 22.44% (bottom quartile).
  • 1Y return: -8.29% (bottom quartile).
  • Alpha: -1.88 (bottom quartile).
  • Sharpe: -0.52 (upper mid).
  • Information ratio: -0.04 (bottom quartile).

Invesco India PSU Equity Fund

  • Bottom quartile AUM (₹1,341 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 30.21% (bottom quartile).
  • 3Y return: 32.70% (top quartile).
  • 1Y return: -1.63% (top quartile).
  • Alpha: 5.81 (top quartile).
  • Sharpe: -0.58 (upper mid).
  • Information ratio: -0.46 (bottom quartile).

About the Fincash Research Team

At Fincash, our mission is to help investors make informed, confident decisions. With over 9 years in Mutual Fund distribution, our team blends deep industry expertise with a commitment to transparency, accuracy, and investor education.

Who We Are

AMFI Registration No.
112358
MCA CIN
U74999MH2016PTC282153
Location
Thane, Maharashtra, India
Experience
9+ years in Mutual Fund distribution

Our Expertise

  • Certified Mutual Fund Distributors with hands-on advisory experience.
  • Market analysts tracking performance, macro trends, and sectors.
  • Data specialists processing NAVs, allocations, and risk metrics from Morning Star.

Our Research Process

  • Data sourcing: SEBI-registered fund houses & verified third-party provider Morning Star
  • Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
  • Expert review: Senior team members review every article and list for accuracy.
  • Updates: Regular refreshes so performance data reflects current market conditions.

Why Trust Us

  • Regulated & compliant: AMFI-registered and MCA-incorporated.
  • Investor-first: No pay-to-promote lists; suitability and performance drive coverage.
  • Education-focused: We simplify complex concepts for everyday investors.

Disclaimer

Content is for educational and informational purposes only and is not investment advice. Please consider your risk profile and consult a financial advisor before investing.

1. 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 (₹7,645 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 37.05% (top quartile).
  • 3Y return: 29.46% (upper mid).
  • 1Y return: -1.16% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.48 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Larsen & Toubro Ltd (~9.4%).

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (03 Oct 25) ₹196.05 ↑ 1.40   (0.72 %)
Net Assets (Cr) ₹7,645 on 31 Aug 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 1.89
Sharpe Ratio -0.48
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 20₹10,000
30 Sep 21₹20,062
30 Sep 22₹22,524
30 Sep 23₹31,255
30 Sep 24₹50,301
30 Sep 25₹48,047

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 ₹756,118.
Net Profit of ₹456,118
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 Oct 25

DurationReturns
1 Month 1.6%
3 Month -1.5%
6 Month 9.8%
1 Year -1.2%
3 Year 29.5%
5 Year 37%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27.4%
2023 44.6%
2022 28.8%
2021 50.1%
2020 3.6%
2019 2.6%
2018 -14%
2017 40.8%
2016 2%
2015 -3.4%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 178.25 Yr.
Sharmila D’mello30 Jun 223.17 Yr.

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

Equity Sector Allocation
SectorValue
Industrials38.63%
Basic Materials15.71%
Financial Services15.25%
Utility10.39%
Energy8.23%
Real Estate2.98%
Consumer Cyclical1.94%
Communication Services1.71%
Asset Allocation
Asset ClassValue
Cash5.16%
Equity94.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
9%₹720 Cr1,998,954
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | NTPC
5%₹363 Cr11,079,473
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS
4%₹298 Cr2,268,659
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE
4%₹275 Cr2,029,725
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
3%₹267 Cr13,053,905
↑ 531,900
Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | VEDL
3%₹264 Cr6,279,591
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL
3%₹225 Cr1,803,566
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | AXISBANK
3%₹209 Cr1,996,057
↑ 100,000
AIA Engineering Ltd (Industrials)
Equity, Since 28 Feb 21 | AIAENG
3%₹202 Cr660,770
CESC Ltd (Utilities)
Equity, Since 30 Jun 23 | CESC
2%₹178 Cr11,700,502

2. 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 (₹2,483 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 34.24% (top quartile).
  • 3Y return: 29.62% (upper mid).
  • 1Y return: -2.82% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.64 (lower mid).
  • Information ratio: 0.00 (lower mid).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~92%).
  • Largest holding ICICI Bank Ltd (~7.3%).

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund
Growth
Launch Date 10 Mar 08
NAV (03 Oct 25) ₹47.771 ↑ 0.23   (0.48 %)
Net Assets (Cr) ₹2,483 on 31 Aug 25
Category Equity - Sectoral
AMC HDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.06
Sharpe Ratio -0.64
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 20₹10,000
30 Sep 21₹18,908
30 Sep 22₹20,652
30 Sep 23₹29,739
30 Sep 24₹46,335
30 Sep 25₹43,823

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 ₹705,310.
Net Profit of ₹405,310
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 Oct 25

DurationReturns
1 Month 1.1%
3 Month -0.9%
6 Month 9.2%
1 Year -2.8%
3 Year 29.6%
5 Year 34.2%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2024 23%
2023 55.4%
2022 19.3%
2021 43.2%
2020 -7.5%
2019 -3.4%
2018 -29%
2017 43.3%
2016 -1.9%
2015 -2.5%
Fund Manager information for HDFC Infrastructure Fund
NameSinceTenure
Srinivasan Ramamurthy12 Jan 241.64 Yr.
Dhruv Muchhal22 Jun 232.2 Yr.

Data below for HDFC Infrastructure Fund as on 31 Aug 25

Equity Sector Allocation
SectorValue
Industrials38.25%
Financial Services20.27%
Basic Materials10.14%
Utility6.94%
Energy6.33%
Communication Services3.68%
Real Estate2.29%
Health Care1.84%
Technology1.62%
Consumer Cyclical0.47%
Asset Allocation
Asset ClassValue
Cash8.17%
Equity91.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹182 Cr1,300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
6%₹137 Cr380,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK
5%₹133 Cr1,400,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL
4%₹95 Cr758,285
J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL
3%₹86 Cr1,400,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO
3%₹85 Cr150,000
NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | NTPC
3%₹72 Cr2,200,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE
3%₹68 Cr500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL
3%₹66 Cr350,000
G R Infraprojects Ltd (Industrials)
Equity, Since 31 Jul 21 | 543317
2%₹59 Cr470,000

3. Franklin Build India Fund

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

  • Upper mid AUM (₹2,884 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 33.70% (upper mid).
  • 3Y return: 28.96% (upper mid).
  • 1Y return: -1.77% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.64 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding Larsen & Toubro Ltd (~8.3%).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (03 Oct 25) ₹141.794 ↑ 1.03   (0.73 %)
Net Assets (Cr) ₹2,884 on 31 Aug 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.01
Sharpe Ratio -0.64
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 20₹10,000
30 Sep 21₹19,616
30 Sep 22₹20,506
30 Sep 23₹28,515
30 Sep 24₹45,123
30 Sep 25₹42,883

Franklin Build India Fund SIP Returns

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

Returns for Franklin Build India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Oct 25

DurationReturns
1 Month 1.1%
3 Month -0.9%
6 Month 9.7%
1 Year -1.8%
3 Year 29%
5 Year 33.7%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27.8%
2023 51.1%
2022 11.2%
2021 45.9%
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 213.87 Yr.
Kiran Sebastian7 Feb 223.57 Yr.
Sandeep Manam18 Oct 213.87 Yr.

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

Equity Sector Allocation
SectorValue
Industrials35.76%
Utility13.85%
Energy12.84%
Financial Services12.22%
Communication Services7.94%
Basic Materials4.92%
Real Estate3.03%
Consumer Cyclical2.89%
Technology2.35%
Asset Allocation
Asset ClassValue
Cash4.2%
Equity95.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
8%₹239 Cr665,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO
6%₹169 Cr300,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
6%₹168 Cr1,200,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
6%₹163 Cr1,200,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | ONGC
6%₹160 Cr6,825,000
↑ 425,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | NTPC
5%₹142 Cr4,350,000
↑ 225,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹134 Cr710,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK
4%₹105 Cr1,000,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | POWERGRID
3%₹99 Cr3,600,000
Delhivery Ltd (Industrials)
Equity, Since 31 Mar 24 | 543529
3%₹84 Cr1,800,000

4. Bandhan Infrastructure Fund

The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized.

Research Highlights for Bandhan Infrastructure Fund

  • Lower mid AUM (₹1,613 Cr).
  • Established history (14+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: High.
  • 5Y return: 33.36% (upper mid).
  • 3Y return: 27.71% (lower mid).
  • 1Y return: -9.71% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.71 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~91%).
  • Largest holding Kirloskar Brothers Ltd (~5.2%).

Below is the key information for Bandhan Infrastructure Fund

Bandhan Infrastructure Fund
Growth
Launch Date 8 Mar 11
NAV (03 Oct 25) ₹49.852 ↑ 0.44   (0.88 %)
Net Assets (Cr) ₹1,613 on 31 Aug 25
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.1
Sharpe Ratio -0.71
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 20₹10,000
30 Sep 21₹20,085
30 Sep 22₹20,588
30 Sep 23₹27,745
30 Sep 24₹47,816
30 Sep 25₹41,763

Bandhan 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 ₹689,048.
Net Profit of ₹389,048
Invest Now

Returns for Bandhan 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 Oct 25

DurationReturns
1 Month 0.3%
3 Month -3.4%
6 Month 7.6%
1 Year -9.7%
3 Year 27.7%
5 Year 33.4%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 39.3%
2023 50.3%
2022 1.7%
2021 64.8%
2020 6.3%
2019 -5.3%
2018 -25.9%
2017 58.7%
2016 10.7%
2015 -0.2%
Fund Manager information for Bandhan Infrastructure Fund
NameSinceTenure
Vishal Biraia24 Jan 241.6 Yr.
Ritika Behera7 Oct 231.9 Yr.
Gaurav Satra7 Jun 241.24 Yr.

Data below for Bandhan Infrastructure Fund as on 31 Aug 25

Equity Sector Allocation
SectorValue
Industrials53.39%
Utility12.18%
Basic Materials7.23%
Communication Services4.6%
Energy3.81%
Financial Services3.12%
Health Care2.24%
Technology2.22%
Consumer Cyclical1.38%
Real Estate1.2%
Asset Allocation
Asset ClassValue
Cash8.64%
Equity91.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS
5%₹84 Cr433,186
↓ -10,199
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
5%₹74 Cr206,262
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
4%₹63 Cr49,772
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹62 Cr330,018
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE
4%₹61 Cr452,706
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL
3%₹53 Cr1,431,700
GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA
3%₹53 Cr4,733,244
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS
3%₹48 Cr365,137
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 24 | INDIGO
3%₹47 Cr83,887
↑ 34,446
PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS
3%₹47 Cr12,400,122

5. 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 (₹5,303 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 33.23% (upper mid).
  • 3Y return: 27.16% (bottom quartile).
  • 1Y return: -8.44% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.71 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Top sector: Industrials.
  • Higher exposure to Cash Equivalent (bond sector) vs peer median.
  • Equity-heavy allocation (~90%).
  • Largest holding Larsen & Toubro Ltd (~4.7%).

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 (03 Oct 25) ₹314.208 ↑ 2.73   (0.88 %)
Net Assets (Cr) ₹5,303 on 31 Aug 25
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.89
Sharpe Ratio -0.72
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
30 Sep 20₹10,000
30 Sep 21₹19,309
30 Sep 22₹20,860
30 Sep 23₹28,701
30 Sep 24₹47,137
30 Sep 25₹42,014

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 ₹689,048.
Net Profit of ₹389,048
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 Oct 25

DurationReturns
1 Month 0.4%
3 Month -1.8%
6 Month 10%
1 Year -8.4%
3 Year 27.2%
5 Year 33.2%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 0.7%
Fund Manager information for DSP India T.I.G.E.R Fund
NameSinceTenure
Rohit Singhania21 Jun 1015.21 Yr.

Data below for DSP India T.I.G.E.R Fund as on 31 Aug 25

Equity Sector Allocation
SectorValue
Industrials28.63%
Basic Materials14.32%
Utility10.69%
Financial Services8.57%
Consumer Cyclical8.54%
Health Care6.56%
Energy5.29%
Communication Services2.55%
Technology1.66%
Real Estate1.51%
Consumer Defensive1.23%
Asset Allocation
Asset ClassValue
Cash10.45%
Equity89.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT
5%₹251 Cr697,669
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | NTPC
4%₹234 Cr7,145,883
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP
4%₹187 Cr245,928
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 25 | POWERGRID
3%₹153 Cr5,567,574
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 24 | AMBER
3%₹143 Cr197,265
↓ -10,012
Rainbow Childrens Medicare Ltd (Healthcare)
Equity, Since 31 Jan 25 | 543524
3%₹133 Cr885,167
↓ -50,703
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
2%₹130 Cr688,435
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG
2%₹127 Cr1,412,412
↓ -196,122
Siemens Energy India Ltd (Utilities)
Equity, Since 30 Apr 25 | ENRIN
2%₹125 Cr369,482
Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA
2%₹124 Cr3,321,453

6. 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 (₹5,179 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 32.60% (lower mid).
  • 3Y return: 33.26% (top quartile).
  • 1Y return: -2.33% (lower mid).
  • Alpha: -0.35 (lower mid).
  • Sharpe: -0.81 (bottom quartile).
  • Information ratio: -0.37 (bottom quartile).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding State Bank of India (~15.4%).

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (03 Oct 25) ₹32.651 ↑ 0.38   (1.18 %)
Net Assets (Cr) ₹5,179 on 31 Aug 25
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 1.89
Sharpe Ratio -0.81
Information Ratio -0.37
Alpha Ratio -0.35
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 20₹10,000
30 Sep 21₹16,196
30 Sep 22₹17,561
30 Sep 23₹25,841
30 Sep 24₹42,766
30 Sep 25₹40,703

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 ₹673,113.
Net Profit of ₹373,113
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 Oct 25

DurationReturns
1 Month 5%
3 Month 0.8%
6 Month 8.4%
1 Year -2.3%
3 Year 33.3%
5 Year 32.6%
10 Year
15 Year
Since launch 8.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 23.5%
2023 54%
2022 29%
2021 32.4%
2020 -10%
2019 6%
2018 -23.8%
2017 21.9%
2016 16.2%
2015 -11.1%
Fund Manager information for SBI PSU Fund
NameSinceTenure
Rohit Shimpi1 Jun 241.25 Yr.

Data below for SBI PSU Fund as on 31 Aug 25

Equity Sector Allocation
SectorValue
Financial Services36.11%
Utility29.04%
Energy13.5%
Industrials12.09%
Basic Materials5.5%
Asset Allocation
Asset ClassValue
Cash3.77%
Equity96.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN
15%₹797 Cr9,927,500
↑ 700,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL
9%₹479 Cr12,975,000
NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | NTPC
9%₹476 Cr14,543,244
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | POWERGRID
9%₹455 Cr16,535,554
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | GAIL
9%₹446 Cr25,750,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | BPCL
6%₹299 Cr9,700,000
Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | BANKBARODA
5%₹256 Cr11,000,000
NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | NMDC
4%₹192 Cr27,900,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB
3%₹159 Cr2,427,235
↑ 900,000
General Insurance Corp of India (Financial Services)
Equity, Since 31 May 24 | GICRE
3%₹151 Cr4,150,000

7. 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 (₹995 Cr).
  • Established history (17+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 32.02% (lower mid).
  • 3Y return: 28.38% (lower mid).
  • 1Y return: -2.27% (upper mid).
  • Alpha: -1.71 (bottom quartile).
  • Sharpe: -0.46 (top quartile).
  • Information ratio: 0.34 (top quartile).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Shakti Pumps (India) Ltd (~5.6%).

Below is the key information for LIC MF Infrastructure Fund

LIC MF Infrastructure Fund
Growth
Launch Date 29 Feb 08
NAV (03 Oct 25) ₹50.0328 ↑ 0.53   (1.06 %)
Net Assets (Cr) ₹995 on 31 Aug 25
Category Equity - Sectoral
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating Not Rated
Risk High
Expense Ratio 2.21
Sharpe Ratio -0.47
Information Ratio 0.34
Alpha Ratio -1.71
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 20₹10,000
30 Sep 21₹17,349
30 Sep 22₹19,152
30 Sep 23₹24,311
30 Sep 24₹42,112
30 Sep 25₹39,703

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 ₹673,113.
Net Profit of ₹373,113
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 Oct 25

DurationReturns
1 Month 2.6%
3 Month -1.2%
6 Month 14.5%
1 Year -2.3%
3 Year 28.4%
5 Year 32%
10 Year
15 Year
Since launch 9.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 47.8%
2023 44.4%
2022 7.9%
2021 46.6%
2020 -0.1%
2019 13.3%
2018 -14.6%
2017 42.2%
2016 -2.2%
2015 -6.2%
Fund Manager information for LIC MF Infrastructure Fund
NameSinceTenure
Yogesh Patil18 Sep 204.96 Yr.
Mahesh Bendre1 Jul 241.17 Yr.

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

Equity Sector Allocation
SectorValue
Industrials50.96%
Basic Materials9.62%
Financial Services7.78%
Consumer Cyclical6.93%
Utility5.82%
Technology4.2%
Health Care4.07%
Real Estate3.47%
Communication Services2.94%
Energy0.9%
Asset Allocation
Asset ClassValue
Cash3.31%
Equity96.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP
6%₹56 Cr693,857
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT
4%₹39 Cr109,584
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 25 | APOLLOHOSP
4%₹36 Cr46,843
Afcons Infrastructure Ltd (Industrials)
Equity, Since 31 Oct 24 | AFCONS
3%₹32 Cr769,765
REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | RECLTD
3%₹32 Cr911,009
Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 31 Dec 23 | SCHNEIDER
3%₹27 Cr319,302
Avalon Technologies Ltd (Technology)
Equity, Since 31 Jul 23 | AVALON
3%₹26 Cr310,615
Cummins India Ltd (Industrials)
Equity, Since 31 May 21 | CUMMINSIND
3%₹26 Cr67,407
Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 500655
3%₹25 Cr94,287
Mahindra Lifespace Developers Ltd (Real Estate)
Equity, Since 30 Jun 24 | MAHLIFE
2%₹23 Cr666,245

8. Canara Robeco Infrastructure

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

  • Bottom quartile AUM (₹889 Cr).
  • Established history (19+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 32.02% (lower mid).
  • 3Y return: 26.47% (bottom quartile).
  • 1Y return: -1.92% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.41 (top quartile).
  • Information ratio: 0.00 (lower mid).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding Larsen & Toubro Ltd (~8.2%).

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure
Growth
Launch Date 2 Dec 05
NAV (03 Oct 25) ₹162.25 ↑ 1.75   (1.09 %)
Net Assets (Cr) ₹889 on 31 Aug 25
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating Not Rated
Risk High
Expense Ratio 2.32
Sharpe Ratio -0.41
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
30 Sep 20₹10,000
30 Sep 21₹17,905
30 Sep 22₹20,122
30 Sep 23₹25,247
30 Sep 24₹41,953
30 Sep 25₹39,774

Canara Robeco Infrastructure SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113
Invest Now

Returns for Canara Robeco Infrastructure

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Oct 25

DurationReturns
1 Month 1.2%
3 Month 0%
6 Month 12.9%
1 Year -1.9%
3 Year 26.5%
5 Year 32%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 6.7%
Fund Manager information for Canara Robeco Infrastructure
NameSinceTenure
Vishal Mishra26 Jun 214.19 Yr.
Shridatta Bhandwaldar29 Sep 186.93 Yr.

Data below for Canara Robeco Infrastructure as on 31 Aug 25

Equity Sector Allocation
SectorValue
Industrials45.04%
Utility12.54%
Basic Materials10.48%
Energy8.11%
Financial Services6.81%
Technology5.5%
Consumer Cyclical3.02%
Communication Services2.9%
Real Estate1.3%
Asset Allocation
Asset ClassValue
Cash4.3%
Equity95.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT
8%₹73 Cr202,901
↑ 5,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
4%₹38 Cr279,250
State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN
4%₹36 Cr442,500
↑ 12,500
NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | NTPC
4%₹35 Cr1,066,480
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 23 | INDIGO
4%₹33 Cr58,250
GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 Jan 24 | GVT&D
4%₹33 Cr118,193
↓ -1,640
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
4%₹32 Cr869,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 23 | DIXON
4%₹32 Cr18,950
Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | TATAPOWER
3%₹29 Cr785,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | CGPOWER
3%₹27 Cr383,150

9. 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 (₹7,175 Cr).
  • Established history (21+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 31.73% (bottom quartile).
  • 3Y return: 28.92% (lower mid).
  • 1Y return: -6.01% (lower mid).
  • Alpha: -3.51 (bottom quartile).
  • Sharpe: -0.66 (lower mid).
  • Information ratio: 0.79 (top quartile).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~99%).
  • Largest holding Reliance Industries Ltd (~8.1%).

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 (03 Oct 25) ₹348.301 ↑ 2.76   (0.80 %)
Net Assets (Cr) ₹7,175 on 31 Aug 25
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 1.85
Sharpe Ratio -0.66
Information Ratio 0.79
Alpha Ratio -3.51
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 20₹10,000
30 Sep 21₹17,764
30 Sep 22₹18,789
30 Sep 23₹26,697
30 Sep 24₹43,660
30 Sep 25₹39,496

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 ₹657,502.
Net Profit of ₹357,502
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 Oct 25

DurationReturns
1 Month 1.8%
3 Month -1.1%
6 Month 9.1%
1 Year -6%
3 Year 28.9%
5 Year 31.7%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2024 26.9%
2023 58%
2022 10.9%
2021 48.9%
2020 10.8%
2019 -2.9%
2018 -21.1%
2017 61.7%
2016 0.1%
2015 0.3%
Fund Manager information for Nippon India Power and Infra Fund
NameSinceTenure
Kinjal Desai25 May 187.28 Yr.
Rahul Modi19 Aug 241.04 Yr.

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

Equity Sector Allocation
SectorValue
Industrials35.97%
Utility23.04%
Energy9.45%
Basic Materials8.32%
Consumer Cyclical6.72%
Communication Services6.71%
Real Estate2.77%
Health Care2.23%
Financial Services2.12%
Technology2.05%
Asset Allocation
Asset ClassValue
Cash0.62%
Equity99.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
8%₹580 Cr4,275,000
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | NTPC
8%₹547 Cr16,699,999
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
7%₹482 Cr2,550,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
6%₹423 Cr1,173,337
↓ -41,000
Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | TATAPOWER
4%₹296 Cr7,900,789
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | CGPOWER
3%₹251 Cr3,617,014
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
3%₹221 Cr175,000
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
3%₹206 Cr336,227
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | BHEL
3%₹185 Cr8,900,838
↑ 187,108
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV
2%₹164 Cr1,800,000

10. Kotak Infrastructure & Economic Reform Fund

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly (at least 65%) equity and equity-related securities of companies involved in economic development of India as a result of potential investments in infrastructure and unfolding economic reforms.

Research Highlights for Kotak Infrastructure & Economic Reform Fund

  • Lower mid AUM (₹2,313 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 30.42% (bottom quartile).
  • 3Y return: 22.44% (bottom quartile).
  • 1Y return: -8.29% (bottom quartile).
  • Alpha: -1.88 (bottom quartile).
  • Sharpe: -0.52 (upper mid).
  • Information ratio: -0.04 (bottom quartile).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~99%).
  • Largest holding Bharti Airtel Ltd (~7.1%).

Below is the key information for Kotak Infrastructure & Economic Reform Fund

Kotak Infrastructure & Economic Reform Fund
Growth
Launch Date 25 Feb 08
NAV (03 Oct 25) ₹65.285 ↑ 0.67   (1.03 %)
Net Assets (Cr) ₹2,313 on 31 Aug 25
Category Equity - Sectoral
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.01
Sharpe Ratio -0.52
Information Ratio -0.04
Alpha Ratio -1.88
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 20₹10,000
30 Sep 21₹18,729
30 Sep 22₹20,862
30 Sep 23₹26,765
30 Sep 24₹42,027
30 Sep 25₹37,236

Kotak Infrastructure & Economic Reform Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for Kotak Infrastructure & Economic Reform 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 Oct 25

DurationReturns
1 Month 0.9%
3 Month -2.1%
6 Month 13%
1 Year -8.3%
3 Year 22.4%
5 Year 30.4%
10 Year
15 Year
Since launch 11.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 32.4%
2023 37.3%
2022 15.6%
2021 57.3%
2020 3.4%
2019 3.6%
2018 -19.6%
2017 45.3%
2016 9.2%
2015 -0.2%
Fund Manager information for Kotak Infrastructure & Economic Reform Fund
NameSinceTenure
Nalin Bhatt1 Oct 231.92 Yr.

Data below for Kotak Infrastructure & Economic Reform Fund as on 31 Aug 25

Equity Sector Allocation
SectorValue
Industrials45.74%
Basic Materials14.79%
Communication Services10.57%
Consumer Cyclical10.4%
Energy8.15%
Utility4.71%
Real Estate1.97%
Financial Services1.64%
Technology1.33%
Asset Allocation
Asset ClassValue
Cash0.68%
Equity99.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
7%₹164 Cr870,000
↓ -57,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 25 | RELIANCE
5%₹117 Cr864,000
↓ -36,000
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 11 | SHREECEM
4%₹102 Cr35,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT
4%₹99 Cr274,000
↓ -36,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Aug 17 | KPIL
3%₹80 Cr639,927
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | ULTRACEMCO
3%₹76 Cr60,000
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 15 | SOLARINDS
3%₹74 Cr54,000
Bosch Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | BOSCHLTD
3%₹70 Cr17,500
VST Tillers Tractors Ltd (Industrials)
Equity, Since 30 Apr 24 | VSTTILLERS
3%₹69 Cr130,659
Mahindra Logistics Ltd (Industrials)
Equity, Since 31 Jan 24 | MAHLOG
3%₹63 Cr1,983,265
↑ 540,890

11. 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

  • Bottom quartile AUM (₹1,341 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 30.21% (bottom quartile).
  • 3Y return: 32.70% (top quartile).
  • 1Y return: -1.63% (top quartile).
  • Alpha: 5.81 (top quartile).
  • Sharpe: -0.58 (upper mid).
  • Information ratio: -0.46 (bottom quartile).
  • Higher exposure to Utility vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding Bharat Electronics Ltd (~8.8%).

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (03 Oct 25) ₹64.64 ↑ 0.72   (1.13 %)
Net Assets (Cr) ₹1,341 on 31 Aug 25
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.14
Sharpe Ratio -0.58
Information Ratio -0.46
Alpha Ratio 5.81
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 20₹10,000
30 Sep 21₹15,713
30 Sep 22₹16,205
30 Sep 23₹22,862
30 Sep 24₹38,870
30 Sep 25₹36,848

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 ₹642,208.
Net Profit of ₹342,208
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 Oct 25

DurationReturns
1 Month 5%
3 Month -1%
6 Month 11.6%
1 Year -1.6%
3 Year 32.7%
5 Year 30.2%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 25.6%
2023 54.5%
2022 20.5%
2021 31.1%
2020 6.1%
2019 10.1%
2018 -16.9%
2017 24.3%
2016 17.9%
2015 2.5%
Fund Manager information for Invesco India PSU Equity Fund
NameSinceTenure
Hiten Jain1 Jul 250.17 Yr.
Sagar Gandhi1 Jul 250.17 Yr.

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

Equity Sector Allocation
SectorValue
Utility30.07%
Industrials27.52%
Financial Services22.26%
Energy13.52%
Basic Materials4.07%
Asset Allocation
Asset ClassValue
Cash2.56%
Equity97.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL
9%₹117 Cr3,178,489
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
9%₹114 Cr1,426,314
NTPC Ltd (Utilities)
Equity, Since 31 May 19 | NTPC
8%₹101 Cr3,085,790
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | BPCL
7%₹100 Cr3,229,041
↓ -216,920
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | POWERGRID
7%₹99 Cr3,599,413
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
7%₹98 Cr226,465
NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN
7%₹91 Cr8,790,786
↑ 2,879,063
NHPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NHPC
4%₹59 Cr7,649,437
GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 23 | GAIL
4%₹53 Cr3,089,630
REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | RECLTD
4%₹52 Cr1,485,615

How to Start a SIP in 2025 – A Practical Guide

Investing in a Systematic Investment plan (SIP) is a smart way to build wealth steadily, but it’s important to follow a clear process aligned with your goals and capacity. Here’s a step-by-step guide with examples to help you start your SIP journey confidently:

1. Analyse Your Financial Goals

Before investing, define what you want to achieve:

  • Short-term goal example: Buying a car in 2 years → Choose Debt Mutual Funds or Ultra short-term funds that are less volatile and safer.

  • Medium-term goal example: Funding a child’s higher education in 5-7 years → Consider Balanced or Hybrid Funds that balance risk and growth.

  • Long-term goal example: Retirement planning 15+ years away → Opt for Equity Mutual Funds for higher growth potential.

Example: If you plan to buy a house in 3 years, putting your money into a Debt fund SIP is safer than equity, which can be volatile in the short term.

2. Choose Your Investment Timeline

Decide how long you can stay invested without withdrawing. Longer timelines generally allow you to take more risk for higher returns.

  • For 5 years or less → Lean towards safer debt or Balanced Fund.

  • For 7+ yearsEquity Funds can offer better growth.

    Example: A 30-year-old investor saving for retirement in 30 years can afford a 15-year or more horizon, choosing an equity SIP for compounding benefits.

3. Decide Your Monthly SIP Amount

Calculate how much you can comfortably invest every month without affecting your daily expenses. Use SIP calculators available on platforms like Fincash to estimate future value based on expected returns.

Example: If your goal is to accumulate ₹20 lakhs in 10 years and average returns are 12%, a monthly SIP of approximately ₹12,000 might be needed.

4. Select the Best SIP Plan

  • Research SIP mutual funds based on performance, risk, and expenses.
  • Use trusted platforms or consult a certified financial advisor.
  • Look for funds with consistent 5-year+ performance and a good fund manager track record.

Example: If you want a Large cap fund, SBI Bluechip Fund may be a good choice based on its historical stability and returns.

5. Monitor and Review Your SIP

  • Track your SIP performance every 6-12 months.
  • Don’t panic during market dips; SIPs are designed to average out volatility.
  • Rebalance or switch funds if your goals or market conditions change.

Example: If after 3 years, your SIP is underperforming or your Financial goals change, consider consulting an advisor to review or adjust your investments.

Bonus Tip: Automate Your SIP Set up auto-debit instructions from your Bank account to your SIP fund to ensure consistent investing without missing payments.

This practical approach helps you tailor SIP investments to your unique financial situation, maximising benefits while managing risk effectively.

How to Invest in SIP MF 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

Begin your investment journey with SIP today!

Parameters to Consider While Investing in Best Systematic Investment Plans

To evaluate best performing SIP Funds, let’s know the factors that one must consider before investing.

FactorstoDetermineTopSIPPNG

Quantitative Factors to Invest in Top SIP

The quantitative factors one must consider before investing via SIP include:

  • Performance ratings from CRISIL, Value Research, and other trusted agencies.
  • Fund age and history of consistent returns over at least 5 years.
  • Fund volatility and risk measures such as Standard Deviation.
  • Expense ratio — lower is generally better, ideally under 2%.
  • Exit load policies affecting liquidity and costs.

Qualitative Factors to Invest in Top SIP

Qualitative key statistics to analyse include:

  • The fund manager’s track record and tenure with the fund.
  • The reputation and stability of the Asset Management Company (AMC).
  • The investment philosophy and process followed by the fund.
  • Transparency and communication with investors.

FAQs

1. What are mutual funds?

A: Mutual funds pool money from many investors to invest in diversified securities managed by professional fund managers.

2. What types of mutual funds exist?

A: Equity, debt, balanced, liquid, tax-saving (ELSS), gilt, and ETFs.

3. What are growth equity funds?

A: Funds focusing on stocks with potential for Capital appreciation, though with higher volatility.

4. Why invest in debt funds?

A: Ideal for investors seeking regular Fixed Income with lower risk.

5. Why invest via SIPs?

A: SIPs promote disciplined investing, reduce timing risk, and harness compounding for wealth creation.

6. What are tax-saving mutual funds?

A: Equity-linked saving schemes (ELSS) offer tax benefits under Section 80C with potential for capital growth.

7. Do I need a broker to invest in mutual funds?

A: You can invest directly via platforms like Fincash or through brokers/advisors for tailored guidance.

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.
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