Top 4 Infrastructure Mutual Funds with a return of up to 42% in six months: Infrastructure Mutual Funds are sectoral funds with at least 80% of investments in infrastructure companies. Apart from defense companies, infrastructure companies are at the heart of the appeal of governments, focusing on developing the country’s infrastructure.
As a result, many infrastructure funds have been working well for quite some time.
Speaking of the short term, infrastructure stocks have revived in the past six months after the previous six months of inactive shows.
As a result, the top four infrastructure mutual funds gave SIP returns ranging from 34% to 42% over the six-month time frame.
As explained in this article, we also know the value of a monthly SIP investment of Rs 33,333 over the same period and its stock holdings.
LIC MF Infrastructure Fund Direct Growth
The fund gave a SIP return of 41.48% over the six-month time frame.
Assets (AUM) under the control of Net Asset Value (NAV) on June 24, 2024 were Rs 56.74.
The fund benchmarked against Nifty Infrastructure Tri has given an annual revenue of 16.41% since its inception in January 2013.
The fund has 19.77% Largecup, 18.94% and 50.42% small cap stocks in its portfolio.
The main stocks in the 73 inventory portfolio are Garware Hi-Tech Films, ShaktiPump, Tata Power and Afcon Infrastructure.
The cost ratio is 0.53%, and the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
The SIP of the fund of Rs 33,333 in six months, or total investment of Rs 1,99,998, was converted to Rs 2,19,354.89.
Invesco India Infrastructure Fund Direct-Growth
The fund gave a SIP return of 38.26% over six months.
From June 24, 2024 onwards, the NAV had an AUM of Rs 1,567 Rs.
Benchmarked against the BSE India Infrastructure Tri, the fund has given 20.23% annual revenue since its launch in January 2013.
The fund has 26.38% Largecup, 33.02%, 33.02% and 39.59% small cap stocks in its portfolio.
The main stocks in our 47 inventory portfolio are Bharti Airtel, Supreme Industries, Delhivery, and Power Grid.
At a cost ratio of 0.84%, the fund has Rs 500 as the lowest SIP investment and Rs 1,000 as the lowest lump sum investment.
The fund’s monthly SIP of Rs 33,333 has grown to Rs 2,17,852.82 over the course of six months.
Direct growth of Canara Robeco infrastructure
The fund gave a SIP return of 37.00% over six months.
The NAV since June 24, 2024 was Rs 179.47, but it has an AUM of Rs 904.
The fund, benchmarked against the BSE India Infrastructure Tri, has given an annual return of 17.88% since its inception in January 2013.
The fund has 54.22% Largecup, 27.13% midcap and 14.15% small cap stocks in its portfolio.
The main stocks in our 48 inventory portfolio are L&T, RIL, NTPC, and BEL.
With the cost ratio of 0.99%, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
The fund’s monthly SIP of Rs 33,333 was converted to Rs 2,17,259.02 over a six-month time frame.
Indian Bank Manufacturing and Infrastructure Fund Direct Growth
The fund gave a SIP return of 33.51% over the six-month time frame.
It has an asset base of Rs 573, with NAV since June 24, 2024 at Rs 65.14.
The funds benchmarked against the BSE India Manufacturing Total Return Index have given an annual return of 17.65% since January 2013.
The fund has 33.53% Lagecup, 19.26% midcap and 41.58% small cap stocks in its portfolio.
The main stocks in our 62 inventory portfolio are L&T, NTPC, RIL and Vedanta.
At a cost ratio of 0.83%, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
The fund’s monthly SIP of Rs 33,333 has grown to Rs 2,15,595.99 in six months.
