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Why Should Investors Not Worry About Coronavirus?

Updated on June 8, 2026 , 2210 views

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.

Why Should Investors Not Worry About Coronavirus

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.

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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.

Fund Selection Methodology used to find 5 funds

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

Best Performing SIP Funds to Invest FY 26 - 27

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
DSP India T.I.G.E.R Fund Growth ₹347.512
↓ -2.65
₹5,789 500 9.412.910.624.422.7-2.5
ICICI Prudential Infrastructure Fund Growth ₹194.66
↓ -1.30
₹8,311 100 3.91-1.820.922.76.7
LIC MF Infrastructure Fund Growth ₹52.1494
↓ -0.55
₹1,047 1,000 6.78.93.326.122.6-3.7
SBI PSU Fund Growth ₹34.3191
↓ -0.37
₹6,669 500 -2.95.15.228.422.411.3
Nippon India Power and Infra Fund Growth ₹370.086
↓ -4.78
₹7,707 100 7.89.65.823.122.1-0.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jun 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryDSP India T.I.G.E.R FundICICI Prudential Infrastructure FundLIC MF Infrastructure FundSBI PSU FundNippon India Power and Infra Fund
Point 1Bottom quartile AUM (₹5,789 Cr).Highest AUM (₹8,311 Cr).Bottom quartile AUM (₹1,047 Cr).Lower mid AUM (₹6,669 Cr).Upper mid AUM (₹7,707 Cr).
Point 2Oldest track record among peers (22 yrs).Established history (20+ yrs).Established history (18+ yrs).Established history (15+ yrs).Established history (22+ yrs).
Point 3Top rated.Rating: 3★ (lower mid).Not Rated.Rating: 2★ (bottom quartile).Rating: 4★ (upper mid).
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 22.68% (top quartile).5Y return: 22.65% (upper mid).5Y return: 22.60% (lower mid).5Y return: 22.39% (bottom quartile).5Y return: 22.15% (bottom quartile).
Point 63Y return: 24.44% (lower mid).3Y return: 20.88% (bottom quartile).3Y return: 26.06% (upper mid).3Y return: 28.44% (top quartile).3Y return: 23.05% (bottom quartile).
Point 71Y return: 10.57% (top quartile).1Y return: -1.81% (bottom quartile).1Y return: 3.26% (bottom quartile).1Y return: 5.20% (lower mid).1Y return: 5.75% (upper mid).
Point 8Alpha: 0.00 (lower mid).Alpha: 0.00 (bottom quartile).Alpha: 10.33 (top quartile).Alpha: -2.06 (bottom quartile).Alpha: 7.84 (upper mid).
Point 9Sharpe: 0.68 (top quartile).Sharpe: 0.34 (bottom quartile).Sharpe: 0.59 (upper mid).Sharpe: 0.58 (lower mid).Sharpe: 0.54 (bottom quartile).
Point 10Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.50 (upper mid).Information ratio: -0.34 (bottom quartile).Information ratio: 0.64 (top quartile).

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

  • Bottom quartile AUM (₹5,789 Cr).
  • Oldest track record among peers (22 yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 22.68% (top quartile).
  • 3Y return: 24.44% (lower mid).
  • 1Y return: 10.57% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.68 (top quartile).
  • Information ratio: 0.00 (lower mid).

ICICI Prudential Infrastructure Fund

  • Highest AUM (₹8,311 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 22.65% (upper mid).
  • 3Y return: 20.88% (bottom quartile).
  • 1Y return: -1.81% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.34 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

LIC MF Infrastructure Fund

  • Bottom quartile AUM (₹1,047 Cr).
  • Established history (18+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 22.60% (lower mid).
  • 3Y return: 26.06% (upper mid).
  • 1Y return: 3.26% (bottom quartile).
  • Alpha: 10.33 (top quartile).
  • Sharpe: 0.59 (upper mid).
  • Information ratio: 0.50 (upper mid).

SBI PSU Fund

  • Lower mid AUM (₹6,669 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 22.39% (bottom quartile).
  • 3Y return: 28.44% (top quartile).
  • 1Y return: 5.20% (lower mid).
  • Alpha: -2.06 (bottom quartile).
  • Sharpe: 0.58 (lower mid).
  • Information ratio: -0.34 (bottom quartile).

Nippon India Power and Infra Fund

  • Upper mid AUM (₹7,707 Cr).
  • Established history (22+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 22.15% (bottom quartile).
  • 3Y return: 23.05% (bottom quartile).
  • 1Y return: 5.75% (upper mid).
  • Alpha: 7.84 (upper mid).
  • Sharpe: 0.54 (bottom quartile).
  • Information ratio: 0.64 (top quartile).

About the Fincash Research Team

At Fincash, our mission is to help investors make informed, confident decisions. With over 10 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
10+ 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

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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.

*List of best mutual funds SIP's having Net Assets/ AUM more than 200 Crore in Equity Category of mutual funds ordered based on 5 year CAGR returns.

1. 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

  • Bottom quartile AUM (₹5,789 Cr).
  • Oldest track record among peers (22 yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 22.68% (top quartile).
  • 3Y return: 24.44% (lower mid).
  • 1Y return: 10.57% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.68 (top quartile).
  • Information ratio: 0.00 (lower mid).

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 (10 Jun 26) ₹347.512 ↓ -2.65   (-0.76 %)
Net Assets (Cr) ₹5,789 on 30 Apr 26
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.89
Sharpe Ratio 0.68
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
31 May 21₹10,000
31 May 22₹11,655
31 May 23₹14,449
31 May 24₹25,883
31 May 25₹25,501
31 May 26₹29,155

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 ₹530,691.
Net Profit of ₹230,691
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 10 Jun 26

DurationReturns
1 Month -1.6%
3 Month 9.4%
6 Month 12.9%
1 Year 10.6%
3 Year 24.4%
5 Year 22.7%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Rohit Singhania21 Jun 1015.96 Yr.

Data below for DSP India T.I.G.E.R Fund as on 30 Apr 26

Equity Sector Allocation
SectorValue
Industrials28.28%
Basic Materials13.45%
Financial Services11.29%
Utility9.78%
Consumer Cyclical8.26%
Energy6.96%
Health Care5.89%
Communication Services2.77%
Real Estate1.52%
Technology1.51%
Consumer Defensive0.89%
Asset Allocation
Asset ClassValue
Cash9.38%
Equity90.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 532555
5%₹261 Cr6,528,592
↓ -534,615
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT
4%₹236 Cr588,665
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP
4%₹230 Cr301,630
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX
3%₹174 Cr585,612
↓ -95,213
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
3%₹160 Cr849,969
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 24 | AMBER
3%₹154 Cr191,592
↓ -27,642
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG
2%₹142 Cr834,973
INOX India Ltd (Industrials)
Equity, Since 31 Dec 23 | INOXINDIA
2%₹137 Cr940,841
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Oct 25 | HAL
2%₹132 Cr305,098
Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA
2%₹130 Cr2,705,180

2. 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 (₹8,311 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 22.65% (upper mid).
  • 3Y return: 20.88% (bottom quartile).
  • 1Y return: -1.81% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.34 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (10 Jun 26) ₹194.66 ↓ -1.30   (-0.66 %)
Net Assets (Cr) ₹8,311 on 30 Apr 26
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 1.89
Sharpe Ratio 0.34
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 21₹10,000
31 May 22₹12,289
31 May 23₹15,941
31 May 24₹26,282
31 May 25₹28,419
31 May 26₹29,491

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 ₹530,691.
Net Profit of ₹230,691
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 10 Jun 26

DurationReturns
1 Month -4.2%
3 Month 3.9%
6 Month 1%
1 Year -1.8%
3 Year 20.9%
5 Year 22.7%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ihab Dalwai3 Jun 179 Yr.
Sharmila D’mello30 Jun 223.92 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 30 Apr 26

Equity Sector Allocation
SectorValue
Industrials47.27%
Financial Services10.61%
Utility10.29%
Basic Materials9.54%
Real Estate8.74%
Energy5.85%
Consumer Cyclical2.04%
Communication Services0.1%
Asset Allocation
Asset ClassValue
Cash4.86%
Equity95.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO
8%₹705 Cr1,641,985
↓ -20,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
7%₹604 Cr1,505,704
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 23 | OBEROIRLTY
4%₹357 Cr2,139,426
↓ -497,376
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
4%₹344 Cr8,626,448
↓ -700,000
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Nov 25 | 532929
3%₹260 Cr3,288,140
↓ -75,737
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL
3%₹251 Cr2,005,608
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500387
3%₹250 Cr103,505
↑ 5,213
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jan 16 | CONCOR
3%₹249 Cr4,885,153
↓ -257,287
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
3%₹240 Cr14,665,904
Afcons Infrastructure Ltd (Industrials)
Equity, Since 31 Oct 24 | AFCONS
3%₹232 Cr6,826,347
↓ -116,130

3. 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 (₹1,047 Cr).
  • Established history (18+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 22.60% (lower mid).
  • 3Y return: 26.06% (upper mid).
  • 1Y return: 3.26% (bottom quartile).
  • Alpha: 10.33 (top quartile).
  • Sharpe: 0.59 (upper mid).
  • Information ratio: 0.50 (upper mid).

Below is the key information for LIC MF Infrastructure Fund

LIC MF Infrastructure Fund
Growth
Launch Date 29 Feb 08
NAV (10 Jun 26) ₹52.1494 ↓ -0.55   (-1.04 %)
Net Assets (Cr) ₹1,047 on 30 Apr 26
Category Equity - Sectoral
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating Not Rated
Risk High
Expense Ratio 2.21
Sharpe Ratio 0.59
Information Ratio 0.5
Alpha Ratio 10.33
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 21₹10,000
31 May 22₹11,769
31 May 23₹13,631
31 May 24₹24,318
31 May 25₹26,424
31 May 26₹28,936

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 ₹530,691.
Net Profit of ₹230,691
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 10 Jun 26

DurationReturns
1 Month -2.3%
3 Month 6.7%
6 Month 8.9%
1 Year 3.3%
3 Year 26.1%
5 Year 22.6%
10 Year
15 Year
Since launch 9.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sumit Bhatnagar7 Apr 260.15 Yr.
Mahesh Bendre1 Jul 241.92 Yr.

Data below for LIC MF Infrastructure Fund as on 30 Apr 26

Equity Sector Allocation
SectorValue
Industrials32.59%
Consumer Cyclical24.07%
Utility9.79%
Basic Materials9.21%
Communication Services7.33%
Financial Services4.31%
Health Care3.19%
Real Estate2.12%
Technology0.79%
Asset Allocation
Asset ClassValue
Cash6.6%
Equity93.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL
5%₹53 Cr281,826
↑ 118,739
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT
5%₹47 Cr117,852
↑ 2,505
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 25 | MARUTI
4%₹45 Cr33,850
↑ 22,497
Tata Motors Passenger Vehicles Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | TMPV
4%₹45 Cr1,315,651
↑ 461,129
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TMCV
4%₹41 Cr988,950
↑ 422,131
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 25 | APOLLOHOSP
3%₹33 Cr43,676
↑ 928
NTPC Ltd (Utilities)
Equity, Since 31 Mar 23 | 532555
3%₹33 Cr821,696
↑ 17,465
Carraro India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | CARRARO
3%₹32 Cr572,991
↑ 155,777
Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 500655
3%₹29 Cr73,009
↑ 1,551
Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Jul 22 | BBL
3%₹29 Cr92,628
↑ 1,968

4. 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

  • Lower mid AUM (₹6,669 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 22.39% (bottom quartile).
  • 3Y return: 28.44% (top quartile).
  • 1Y return: 5.20% (lower mid).
  • Alpha: -2.06 (bottom quartile).
  • Sharpe: 0.58 (lower mid).
  • Information ratio: -0.34 (bottom quartile).

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (10 Jun 26) ₹34.3191 ↓ -0.37   (-1.05 %)
Net Assets (Cr) ₹6,669 on 30 Apr 26
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 1.89
Sharpe Ratio 0.58
Information Ratio -0.34
Alpha Ratio -2.06
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 21₹10,000
31 May 22₹10,885
31 May 23₹13,250
31 May 24₹26,908
31 May 25₹26,604
31 May 26₹29,030

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 ₹530,691.
Net Profit of ₹230,691
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 10 Jun 26

DurationReturns
1 Month -4.2%
3 Month -2.9%
6 Month 5.1%
1 Year 5.2%
3 Year 28.4%
5 Year 22.4%
10 Year
15 Year
Since launch 8.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Rohit Shimpi1 Jun 242 Yr.

Data below for SBI PSU Fund as on 30 Apr 26

Equity Sector Allocation
SectorValue
Financial Services31.44%
Utility31.28%
Industrials13.3%
Energy12.65%
Basic Materials6.77%
Asset Allocation
Asset ClassValue
Cash4.48%
Equity95.45%
Debt0.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN
17%₹1,125 Cr10,527,500
↑ 600,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 532898
10%₹635 Cr19,935,554
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 532155
9%₹623 Cr38,150,000
NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 532555
9%₹616 Cr15,443,244
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL
9%₹577 Cr13,385,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312
7%₹439 Cr14,655,000
↑ 1,100,000
Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 532134
5%₹345 Cr13,100,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500547
4%₹291 Cr9,700,000
NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | 526371
4%₹252 Cr27,900,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Jun 25 | 500103
3%₹229 Cr6,500,000

5. 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

  • Upper mid AUM (₹7,707 Cr).
  • Established history (22+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 22.15% (bottom quartile).
  • 3Y return: 23.05% (bottom quartile).
  • 1Y return: 5.75% (upper mid).
  • Alpha: 7.84 (upper mid).
  • Sharpe: 0.54 (bottom quartile).
  • Information ratio: 0.64 (top quartile).

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 (10 Jun 26) ₹370.086 ↓ -4.78   (-1.27 %)
Net Assets (Cr) ₹7,707 on 30 Apr 26
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 1.85
Sharpe Ratio 0.54
Information Ratio 0.64
Alpha Ratio 7.84
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 21₹10,000
31 May 22₹11,291
31 May 23₹14,690
31 May 24₹26,370
31 May 25₹26,323
31 May 26₹29,409

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 ₹530,691.
Net Profit of ₹230,691
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 10 Jun 26

DurationReturns
1 Month -4.5%
3 Month 7.8%
6 Month 9.6%
1 Year 5.8%
3 Year 23.1%
5 Year 22.1%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Kinjal Desai25 May 188.02 Yr.
Rahul Modi19 Aug 241.78 Yr.
Amber Singhania11 Mar 260.22 Yr.

Data below for Nippon India Power and Infra Fund as on 30 Apr 26

Equity Sector Allocation
SectorValue
Industrials35.15%
Utility22.71%
Consumer Cyclical10.87%
Energy10.01%
Basic Materials6.11%
Technology4.98%
Financial Services3.58%
Health Care2.11%
Communication Services2.08%
Real Estate1.65%
Asset Allocation
Asset ClassValue
Cash0.74%
Equity99.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
9%₹667 Cr4,660,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
7%₹541 Cr1,346,958
↑ 182,621
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 532555
7%₹525 Cr13,154,060
↓ -645,940
NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN
4%₹288 Cr26,191,079
↑ 1,700,000
Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | 500400
3%₹265 Cr5,950,789
↓ -1,650,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | 500103
3%₹245 Cr6,948,468
↑ 100,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | 500093
2%₹176 Cr2,170,014
↓ -550,000
Triveni Turbine Ltd (Industrials)
Equity, Since 30 Jun 25 | 533655
2%₹176 Cr3,073,288
↑ 60,249
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 24 | 532810
2%₹175 Cr3,900,000
↑ 300,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 532538
2%₹174 Cr150,000

Stay calm, focus on the long-term returns and let your investments bounce back from short-term fluctuations!

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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