+91-22-48913909Why Should Investors Not Worry About Coronavirus?
Coronavirus is trending globally. With its massive outbreak in China, the country is experiencing a slowdown in its economic and fiscal growth. Other countries like the U.S, Singapore, UK, Malaysia, Thailand, etc., have felt some of the backfire as well.
The prices of various pharma products have gone up and the investors in the Market are dead scared. And since India is one of the largest importers of Chinese products, the fear of a market meltdown has been in trend among the Indian investors.
Good News for Investors!
Industry experts have studied the entire situation and are waving the green flag in every investors’ direction.
According to a recent report, secretary of economic affairs, Atanu Chakraborty, said that the outbreak of coronavirus won’t hit the Indian economic activity. Moreover, the report also informed that the bankers said that they haven’t been able to see anything yet that would suggest an impact on the Economy.
Why Should you not Worry?
Historically, the market reaction to emerging diseases has been short-lived. If you see, Severe Acute Respiratory Syndrome (SARS) 2003, which was similar to coronavirus. In fact, it has affected to 8100 people and caused 770 deaths, but at that time SARS was the only thing when the stock bounced back.
Most notably, immense gains were followed after the swine flu crisis and a great rebound occurred after the Recession.
India has witnessed various outbreaks globally that have hit the Indian economy too. However, the economy bounces back and investors are always encouraged to invest more when the economy is facing a setback.
Short-term market fluctuations may not affect the returns of investors who focus on long-term investment as the market bounce backs in the long-run.
Talk to our investment specialist
Therefore, Focus on the Longterm!
Investors should stay cool and keep their focus on the long term gains. Avoid short-term market fluctuations, stay disciplined and stick to your asset.
Divide your funds into different sectors and diversify your Portfolio. This one of the best ways to balance your risk and returns. This way, if one fund fails to perform, other funds can balance the returns.
You can best opt for SIP mode through Mutual Funds, where a small amount is invested in Equity Funds over a regular interval. As a SIP gives the benefit of the Power of Compounding and rupee cost averaging, the short-term pitfalls of the market doesn’t much affect your portfolio. The returns over the long-run are positive.
Best Performing SIP Funds to Invest FY 25 - 26
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. Below is the key information for SBI PSU Fund Returns up to 1 year are on "The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized." Research Highlights for DSP World Gold Fund Below is the key information for DSP World Gold 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 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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI PSU Fund Growth ₹33.4042
↓ -0.57 ₹5,817 500 0.9 3.2 13.4 27.4 28.8 11.3 DSP World Gold Fund Growth ₹65.542
↑ 2.04 ₹1,756 500 52.1 105.9 199.1 55 28.7 167.1 ICICI Prudential Infrastructure Fund Growth ₹185.79
↓ -3.32 ₹8,134 100 -7.1 -7 4.3 22.1 28.3 6.7 Invesco India PSU Equity Fund Growth ₹65.03
↓ -1.16 ₹1,449 500 -0.1 1 13.7 27.7 26.9 10.3 HDFC Infrastructure Fund Growth ₹45.096
↓ -0.67 ₹2,452 300 -6.8 -7 2.8 23 25.7 2.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI PSU Fund DSP World Gold Fund ICICI Prudential Infrastructure Fund Invesco India PSU Equity Fund HDFC Infrastructure Fund Point 1 Upper mid AUM (₹5,817 Cr). Bottom quartile AUM (₹1,756 Cr). Highest AUM (₹8,134 Cr). Bottom quartile AUM (₹1,449 Cr). Lower mid AUM (₹2,452 Cr). Point 2 Established history (15+ yrs). Established history (18+ yrs). Oldest track record among peers (20 yrs). Established history (16+ yrs). Established history (17+ yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 28.78% (top quartile). 5Y return: 28.68% (upper mid). 5Y return: 28.27% (lower mid). 5Y return: 26.88% (bottom quartile). 5Y return: 25.72% (bottom quartile). Point 6 3Y return: 27.45% (lower mid). 3Y return: 55.03% (top quartile). 3Y return: 22.12% (bottom quartile). 3Y return: 27.74% (upper mid). 3Y return: 22.97% (bottom quartile). Point 7 1Y return: 13.39% (lower mid). 1Y return: 199.09% (top quartile). 1Y return: 4.27% (bottom quartile). 1Y return: 13.67% (upper mid). 1Y return: 2.76% (bottom quartile). Point 8 Alpha: -0.22 (bottom quartile). Alpha: 1.32 (top quartile). Alpha: 0.00 (upper mid). Alpha: -1.90 (bottom quartile). Alpha: 0.00 (lower mid). Point 9 Sharpe: 0.33 (upper mid). Sharpe: 3.42 (top quartile). Sharpe: 0.12 (bottom quartile). Sharpe: 0.27 (lower mid). Sharpe: -0.12 (bottom quartile). Point 10 Information ratio: -0.47 (bottom quartile). Information ratio: -0.67 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: -0.37 (lower mid). Information ratio: 0.00 (upper mid). SBI PSU Fund
DSP World Gold Fund
ICICI Prudential Infrastructure Fund
Invesco India PSU Equity Fund
HDFC Infrastructure Fund
200 Crore in Equity Category of mutual funds ordered based on 5 year CAGR returns.
1. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (23 Jan 26) ₹33.4042 ↓ -0.57 (-1.69 %) Net Assets (Cr) ₹5,817 on 31 Dec 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.33 Information Ratio -0.47 Alpha Ratio -0.22 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 23 Jan 26 Duration Returns 1 Month 0% 3 Month 0.9% 6 Month 3.2% 1 Year 13.4% 3 Year 27.4% 5 Year 28.8% 10 Year 15 Year Since launch 8.1% 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 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (23 Jan 26) ₹65.542 ↑ 2.04 (3.22 %) Net Assets (Cr) ₹1,756 on 31 Dec 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 3.42 Information Ratio -0.67 Alpha Ratio 1.32 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 23 Jan 26 Duration Returns 1 Month 19.7% 3 Month 52.1% 6 Month 105.9% 1 Year 199.1% 3 Year 55% 5 Year 28.7% 10 Year 15 Year Since launch 10.8% 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 31 Dec 25
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 (23 Jan 26) ₹185.79 ↓ -3.32 (-1.76 %) Net Assets (Cr) ₹8,134 on 31 Dec 25 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.12 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 23 Jan 26 Duration Returns 1 Month -5.3% 3 Month -7.1% 6 Month -7% 1 Year 4.3% 3 Year 22.1% 5 Year 28.3% 10 Year 15 Year Since launch 15.4% 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 31 Dec 25
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 (23 Jan 26) ₹65.03 ↓ -1.16 (-1.75 %) Net Assets (Cr) ₹1,449 on 31 Dec 25 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.14 Sharpe Ratio 0.27 Information Ratio -0.37 Alpha Ratio -1.9 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 23 Jan 26 Duration Returns 1 Month 0% 3 Month -0.1% 6 Month 1% 1 Year 13.7% 3 Year 27.7% 5 Year 26.9% 10 Year 15 Year Since launch 12.3% 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 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. HDFC Infrastructure Fund
HDFC Infrastructure Fund
Growth Launch Date 10 Mar 08 NAV (23 Jan 26) ₹45.096 ↓ -0.67 (-1.46 %) Net Assets (Cr) ₹2,452 on 31 Dec 25 Category Equity - Sectoral AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.06 Sharpe Ratio -0.13 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 23 Jan 26 Duration Returns 1 Month -5.2% 3 Month -6.8% 6 Month -7% 1 Year 2.8% 3 Year 23% 5 Year 25.7% 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 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
Stay calm, focus on the long-term returns and let your investments bounce back from short-term fluctuations!
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Research Highlights for SBI PSU Fund