Top 7 infra funds with highest returns in 5 years: Rs 1,50,000 one-time investment in No. 1 scheme has jumped to Rs 6,64,672
Top 7 infra funds with highest returns in 5 years: Infra mutual funds are sectoral equity funds that have at least 80 per cent stocks of infra companies in their investment portfolio. Such a large exposure to infra stocks provides an opportunity for investors to cash in on the rising trend of infra stocks.
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Top 7 infra funds with highest returns in 5 years: Sectoral mutual funds have at least 80 per cent stocks of infra companies.
The sectoral thematic category is popular among investors who want to bank on India's rising infrastructure trend.
With the government heavily focusing on infra in the last decade, infra companies are increasing in terms of market capitalisation, so are rising infra funds that have invested money in them.
But like all sectoral funds, infra funds are highly risky.
The reason is the sector can be out of trend for a long time because of internal and external factors.
However, the infra fund category is suitable for investors with a long-term horizon.
Here, we take you through the top 7 infra mutual funds that have given the highest annualised returns (CAGR) in 5 years. Also know how Rs 1,50,000 one-time investment in each fund has grown during that period.
(The data and the NAV rate is as on March 5, 2025).
Quant Infrastructure Fund Direct-Growth
The fund has given 34.68 per cent annualised return in 5 years.
It has assets under management (AUM) of Rs 3,304 crore, while its net asset value (NAV) is Rs 36.0283.
Benchmarked against NIFTY Infrastructure TRI, the fund has given 17.11 per cent annualised return since its launch in January 2013.
With an expense ratio of 0.75 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 1,50,000 one-time investment in the 5-year time frame has grown to Rs 6,64,671.1.
ICICI Prudential Infrastructure Direct-Growth
The fund has given 31.71 per cent annualised return in the 5-year time frame.
It has AUM of Rs 7,435 crore, while its NAV is Rs 182.39.
Benchmarked against BSE India Infrastructure TRI, the fund has given 16.56 per cent annualised return since its debut in January 2013.
At an expense ratio of 1.16 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 1,50,000 one-time investment in the fund has jumped to Rs 5,94,545.38 the 5-year period.
Bandhan Infrastructure Fund Direct Plan-Growth
The fund has given 29.42 per cent annualised return in the 5-year period.
It has an asset base of Rs 1,641 crore, while its unit price is Rs 49.48.
Benchmarked against BSE India Infrastructure TRI, the fund has given 15.11 per cent annualised return since its inception in January 2013.
With an expense ratio of 0.87 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 1,50,000 one-time investment in the fund has converted into Rs 5,44,625.83 in 5 years.
Franklin Build India Direct Fund-Growth
The fund has given 28.42 per cent annualised SIP return in 5 years.
It has a fund size of Rs 2,659 crore, while its NAV is Rs 138.77.
Benchmarked against BSE India Infrastructure TRI, the fund has given 21 per cent annualised return since its starting in January 2013.
At an expense ratio of 0.98 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 1,50,000 one-time investment in the fund has swelled to Rs 5,23,907.47 the 5-year time frame.
Canara Robeco Infrastructure Direct-Growth
The fund has given 28.34 per cent annualised return in the 5-year time frame.
It has an asset base of Rs 810 crore, while its NAV is Rs 151.93.
Benchmarked against BSE India Infrastructure TRI, the fund has given 16.75 per cent annualised return since its beginning in January 2013.
With an expense ratio of 1.11 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 1,50,000 one-time investment in the fund has grown to Rs 5,22,277.64 in the 5-year period.
DSP India T.I.G.E.R. (The Infrastructure Growth and Economic Reforms Fund) Direct-Growth
The fund has given 27.53 per cent annualised SIP return in the 5-year period.
Its AUM is Rs 5,003 crore, while its unit price is Rs 288.29.
Benchmarked against BSE India Infrastructure TRI, the fund has given 16 per cent annualised return since its launch in January 2013.
At an expense ratio of 0.82 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 1,50,000 one-time investment in the fund has jumped to Rs 5,06,002.96 in 5 years.
HDFC Infrastructure Direct Plan-Growth
The fund has given 27.34 per cent annualised SIP return in 5 years.
It has AUM of Rs 2,341 crore, while its unit price is Rs 44.54.
Benchmarked against BSE India Infrastructure TRI, the fund has given 12.04 per cent annualised return since its inception in January 2013.
With an expense ratio of 1.04 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 1,50,000 one-time investment in the fund has grown to Rs 5,02,244.84 in the 5-year time frame.
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