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.

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.
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.
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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.
Fund Selection Methodology used to find 5 funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI PSU Fund Growth ₹34.0123
↑ 0.18 ₹6,545 500 2.9 5.4 16.9 31.5 26.1 11.3 DSP World Gold Fund Growth ₹56.4846
↓ -3.29 ₹2,191 500 7.8 41.7 114.2 50.8 26.1 167.1 ICICI Prudential Infrastructure Fund Growth ₹180.89
↓ -0.36 ₹8,098 100 -7 -8.2 3.6 21.7 24.3 6.7 Invesco India PSU Equity Fund Growth ₹63.53
↑ 0.26 ₹1,511 500 -0.6 -1.5 14.1 28.9 24 10.3 DSP India T.I.G.E.R Fund Growth ₹306.674
↑ 0.92 ₹5,460 500 -1.4 -3.7 9.3 24.5 23.2 -2.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 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 DSP India T.I.G.E.R Fund Point 1 Upper mid AUM (₹6,545 Cr). Bottom quartile AUM (₹2,191 Cr). Highest AUM (₹8,098 Cr). Bottom quartile AUM (₹1,511 Cr). Lower mid AUM (₹5,460 Cr). Point 2 Established history (15+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (16+ yrs). Oldest track record among peers (21 yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Top rated. Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 26.10% (top quartile). 5Y return: 26.07% (upper mid). 5Y return: 24.28% (lower mid). 5Y return: 24.05% (bottom quartile). 5Y return: 23.17% (bottom quartile). Point 6 3Y return: 31.54% (upper mid). 3Y return: 50.76% (top quartile). 3Y return: 21.69% (bottom quartile). 3Y return: 28.92% (lower mid). 3Y return: 24.47% (bottom quartile). Point 7 1Y return: 16.94% (upper mid). 1Y return: 114.23% (top quartile). 1Y return: 3.61% (bottom quartile). 1Y return: 14.10% (lower mid). 1Y return: 9.32% (bottom quartile). Point 8 Alpha: 0.92 (upper mid). Alpha: 6.90 (top quartile). Alpha: 0.00 (lower mid). Alpha: -6.26 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 1.90 (upper mid). Sharpe: 4.06 (top quartile). Sharpe: 1.03 (bottom quartile). Sharpe: 1.47 (lower mid). Sharpe: 1.34 (bottom quartile). Point 10 Information ratio: -0.27 (lower mid). Information ratio: -1.08 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: -0.78 (bottom quartile). Information ratio: 0.00 (upper mid). SBI PSU Fund
DSP World Gold Fund
ICICI Prudential Infrastructure Fund
Invesco India PSU Equity Fund
DSP India T.I.G.E.R Fund
*List of best mutual funds SIP's having Net Assets/ AUM more than 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 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 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 (20 Mar 26) ₹34.0123 ↑ 0.18 (0.53 %) 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 28 Feb 21 ₹10,000 28 Feb 22 ₹11,846 28 Feb 23 ₹13,615 29 Feb 24 ₹26,250 28 Feb 25 ₹24,523 28 Feb 26 ₹34,330 Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Mar 26 Duration Returns 1 Month -7.2% 3 Month 2.9% 6 Month 5.4% 1 Year 16.9% 3 Year 31.5% 5 Year 26.1% 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 Rohit Shimpi 1 Jun 24 1.75 Yr. Data below for SBI PSU Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 32.81% Utility 30.45% Energy 14.36% Industrials 12.03% Basic Materials 6.19% Asset Allocation
Asset Class Value Cash 4.09% Equity 95.84% Debt 0.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN18% ₹1,193 Cr 9,927,500 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL9% ₹610 Cr 13,725,000
↑ 750,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | POWERGRID9% ₹595 Cr 19,935,554 GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | GAIL9% ₹593 Cr 34,950,000
↑ 5,800,000 NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | NTPC9% ₹590 Cr 15,443,244 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | BPCL6% ₹374 Cr 9,700,000 Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | BANKBARODA5% ₹354 Cr 11,000,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB4% ₹240 Cr 2,427,235 NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | NMDC3% ₹228 Cr 27,900,000 Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL3% ₹186 Cr 3,850,000 2. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (18 Mar 26) ₹56.4846 ↓ -3.29 (-5.50 %) 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 28 Feb 21 ₹10,000 28 Feb 22 ₹10,843 28 Feb 23 ₹9,241 29 Feb 24 ₹8,778 28 Feb 25 ₹13,911 28 Feb 26 ₹41,909 Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Mar 26 Duration Returns 1 Month -9.8% 3 Month 7.8% 6 Month 41.7% 1 Year 114.2% 3 Year 50.8% 5 Year 26.1% 10 Year 15 Year Since launch 9.8% 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 Jay Kothari 1 Mar 13 13.01 Yr. Data below for DSP World Gold Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Basic Materials 94.27% Asset Allocation
Asset Class Value Cash 3.92% Equity 94.27% Debt 0.01% Other 1.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -70% ₹1,531 Cr 1,103,589
↓ -74,069 VanEck Gold Miners ETF
- | GDX28% ₹604 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -4% ₹90 Cr Net Receivables/Payables
Net Current Assets | -2% -₹35 Cr 3. ICICI Prudential Infrastructure Fund
ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (20 Mar 26) ₹180.89 ↓ -0.36 (-0.20 %) 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 28 Feb 21 ₹10,000 28 Feb 22 ₹13,019 28 Feb 23 ₹16,071 29 Feb 24 ₹26,195 28 Feb 25 ₹26,606 28 Feb 26 ₹31,983 Returns for ICICI Prudential Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Mar 26 Duration Returns 1 Month -8.4% 3 Month -7% 6 Month -8.2% 1 Year 3.6% 3 Year 21.7% 5 Year 24.3% 10 Year 15 Year Since launch 15.1% 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 Ihab Dalwai 3 Jun 17 8.75 Yr. Sharmila D’mello 30 Jun 22 3.67 Yr. Data below for ICICI Prudential Infrastructure Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Industrials 46.67% Financial Services 11.63% Basic Materials 9.64% Utility 9.63% Real Estate 7.38% Energy 5.04% Consumer Cyclical 2.22% Communication Services 0.1% Asset Allocation
Asset Class Value Cash 7.37% Equity 92.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO8% ₹672 Cr 1,391,449 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT7% ₹601 Cr 1,405,704
↓ -350,000 NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | NTPC4% ₹356 Cr 9,326,448 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 23 | OBEROIRLTY4% ₹310 Cr 2,032,833
↑ 336,652 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL3% ₹240 Cr 1,931,967 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | INDUSINDBK3% ₹232 Cr 2,424,016 AIA Engineering Ltd (Industrials)
Equity, Since 28 Feb 21 | AIAENG3% ₹221 Cr 574,561 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE3% ₹213 Cr 1,529,725 NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC2% ₹202 Cr 13,203,905
↑ 150,000 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Nov 25 | BRIGADE2% ₹201 Cr 2,901,049
↑ 489,113 4. Invesco India PSU Equity Fund
Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (20 Mar 26) ₹63.53 ↑ 0.26 (0.41 %) 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 28 Feb 21 ₹10,000 28 Feb 22 ₹11,709 28 Feb 23 ₹13,515 29 Feb 24 ₹25,468 28 Feb 25 ₹22,731 28 Feb 26 ₹31,469 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Mar 26 Duration Returns 1 Month -7.1% 3 Month -0.6% 6 Month -1.5% 1 Year 14.1% 3 Year 28.9% 5 Year 24% 10 Year 15 Year Since launch 12% 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 Hiten Jain 1 Jul 25 0.66 Yr. Sagar Gandhi 1 Jul 25 0.66 Yr. Data below for Invesco India PSU Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 31.73% Industrials 29.22% Utility 19.38% Energy 13.06% Basic Materials 3.8% Consumer Cyclical 1.44% Asset Allocation
Asset Class Value Cash 1.37% Equity 98.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN9% ₹141 Cr 1,171,232
↓ -123,757 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB8% ₹115 Cr 1,157,444 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | BPCL7% ₹105 Cr 2,717,009 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL7% ₹103 Cr 2,316,519
↓ -681,173 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL7% ₹102 Cr 261,137
↑ 73,494 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN5% ₹82 Cr 9,129,820 Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | BANKBARODA5% ₹80 Cr 2,477,556
↑ 233,334 NTPC Ltd (Utilities)
Equity, Since 31 May 19 | NTPC5% ₹69 Cr 1,801,543 Dredging Corp of India Ltd (Industrials)
Equity, Since 31 Jul 25 | DREDGECORP4% ₹61 Cr 646,300 REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | RECLTD4% ₹60 Cr 1,703,577
↑ 217,962 5. DSP India T.I.G.E.R Fund
DSP India T.I.G.E.R Fund
Growth Launch Date 11 Jun 04 NAV (20 Mar 26) ₹306.674 ↑ 0.92 (0.30 %) 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 28 Feb 21 ₹10,000 28 Feb 22 ₹12,599 28 Feb 23 ₹14,649 29 Feb 24 ₹23,990 28 Feb 25 ₹23,841 28 Feb 26 ₹30,113 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 20 Mar 26 Duration Returns 1 Month -5.6% 3 Month -1.4% 6 Month -3.7% 1 Year 9.3% 3 Year 24.5% 5 Year 23.2% 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 Rohit Singhania 21 Jun 10 15.7 Yr. Data below for DSP India T.I.G.E.R Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Industrials 30.15% Basic Materials 13.33% Financial Services 12.87% Utility 11.23% Consumer Cyclical 9.37% Energy 6.88% Health Care 6.25% Communication Services 2.9% Real Estate 1.5% Technology 1.45% Consumer Defensive 1.19% Asset Allocation
Asset Class Value Cash 2.9% Equity 97.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT5% ₹290 Cr 678,645 NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | NTPC5% ₹270 Cr 7,063,207
↓ -82,676 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP4% ₹236 Cr 301,630
↑ 18,486 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 24 | AMBER3% ₹175 Cr 219,234
↑ 21,969 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX3% ₹166 Cr 680,825 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 25 | POWERGRID3% ₹166 Cr 5,567,574 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL3% ₹153 Cr 812,745 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG3% ₹144 Cr 1,030,925
↓ -123,339 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Oct 25 | HAL2% ₹119 Cr 305,098 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Apr 25 | MFSL2% ₹119 Cr 656,909
Stay calm, focus on the long-term returns and let your investments bounce back from short-term fluctuations!
Research Highlights for SBI PSU Fund