Top Infrastructure Funds That Offered Over 30% Returns In Last 3 Years
Discover the powerhouse of India's growth - Infrastructure funds.
Did you know? Infrastructure encompasses vital sectors like energy, power, metals, and real estate. With the government's spotlight on this sector through monumental schemes like PM Gati Shakti, AMRUT, and the National Urban Information System Scheme, there's an inevitable surge in growth just around the corner.
Imagine capitalizing on this imminent boom. The opportunity to invest in infrastructure funds has never been more golden. And the best part? We've cracked the code on which ones promise the most lucrative returns.
Ready to maximize your investment strategy? Let’s unveil the top-performing schemes.
Infrastructure Funds With 30% Plus Returns in 3 Years
If you need the best returns on these funds, we are going to mention the schemes that are offering great returns consistently. We have listed them down here:
- Bandhan Infrastructure Fund
- Nippon India Power and Infra Fund
- Kotak Infrastructure & Economic Reform Fund
- Aditya Birla Sun Life Infrastructure Fund
- HDFC Infrastructure Fund
1. Bandhan Infrastructure Fund
This is a scheme that focuses on generating long-term capital growth through an active diversified portfolio of predominantly equity and equity-related instruments of companies.
It was launched back in 2011 and has provided a return of around 10% since its launch. The investment is done in companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural-related activities. The expense ratio here is 2.37%, whereas the fund size is at ₹761 crores, which is 3.55% of investment in Category.
Investment Details
- Minimum Investment - ₹1,000
- Minimum Additional Investment - ₹1,000
- Minimum SIP Investment - ₹100
- Minimum Withdrawal - ₹500
Returns
- 1 year - 29.65%
- 3 years - 35.05%
- 5 years - 13.72%
- Since Launch - 9.55%
Disclaimer: The information is for informational purposes only and does not constitute financial advice. Past performance is not a guarantee of future results in investment.
2. Nippon India Power And Infra Fund
This fund was launched back in 2004. Its success can be judged by the fact that it has earned around 18% returns since its launch. While the riskometer is high, you can trust this scheme based on its high returns.
Just like any normal infrastructure fund, it is to generate long-term capital appreciation by investing predominantly in equity and equity-related securities of companies in the power sector. If we talk about the returns in the last 3 years, the growth is quite significant. Return for 2022 was 10.9%, 2021 was 48.9%, and 2020 was 10.8%.
The expense ratio of this fund is 2.09%, while the fund size is at ₹2,484.84 crores.
Returns
- 1 year - 35.96%
- 3 years - 32.33%
- 5 years - 16.59%
- Since Launch - 17.34%
Current NAV
Its current net asset value is ₹226.23 for the Growth option of its Regular plan.
Disclaimer: The information is for informational purposes only and does not constitute financial advice. Past performance is not a guarantee of future results in investment.
3. Kotak Infrastructure & Economic Reform Fund
Just like any other fund on this list, the scheme is focused on generating long-term capital appreciation from a diversified portfolio. This generally includes equity and equity-related securities of those organizations that are involved in infrastructure for the economic development of India.
95% of its investments are in domestic equities. Out of these investments, 35.63% are in large-cap stocks, 23.13% are in mid-cap stocks, and 24.82% are in small-cap stocks.
If you're an investor who has advanced knowledge of macro trends and prefers to take selective bets for higher returns compared to other Equity funds, this scheme will be suitable for you.
With such a scheme, you should expect losses at a certain point as well. But in the long run, you will benefit from this fund as long as you keep your faith in it.
Returns
- 1 year - 24.59%
- 3 years - 34.76%
- 5 years - 16.98%
- Since Launch - 10.14%
Fund Size
As of now, the assets under management are worth ₹1,048.89 crore.
Disclaimer: The information is for informational purposes only and does not constitute financial advice. Past performance is not a guarantee of future results in investment.
4. Aditya Birla Sun Life Infrastructure Fund
It is an open-ended growth scheme which was launched way back in 2006. The major goal here is to provide medium to long-term capital appreciation by investing in a diversified portfolio of stocks dealing with infrastructure development.
This fund also has faith in the domestic market since 97% of its investments are in domestic entities. 35.95% of these are large-cap stocks, 15.31% are mid-cap stocks, and 29.75% are small-cap stocks.
Moderate to high losses are a possibility with this fund as well. But once the overall market situation is better, you will be earning much greater returns.
Returns
- 1 year - 34.05%
- 3 years - 32.18%
- 5 years - 14.29%
- Since Launch - 11.39%
Minimum Investment
The minimum investment requirement is ₹1,000 while the minimum additional investment of ₹1,000. The minimum SIP investment is ₹1,000 as well.
Disclaimer: The information is for informational purposes only and does not constitute financial advice. Past performance is not a guarantee of future results in investment.
5. HDFC Infrastructure Fund
The last 1-year return of HDFC Infrastructure Fund stands at 39.51%. It shows you how the fund has provided unprecedented profits to all its investors in the recent past. It is a sectoral-infrastructure mutual fund scheme from HDFC Mutual Fund which has existed for more than a decade now.
HDFC Infrastructure Direct Plan-Growth scheme's ability to deliver returns consistently is in line with most funds of its category. With its money invested in Construction, Capital Goods, Financial, Materials, and Energy sectors, it's safe to say that it is one of the best infrastructure funds in India.
Returns
- 1 year - 38.06%
- 3 years - 36.41%
- 5 years - 11.66%
- Since Launch - 7.52%
Fund Size
The current assets under management held by this fund are worth ₹781.43 crore as of July 31, 2023.
Disclaimer: The information is for informational purposes only and does not constitute financial advice. Past performance is not a guarantee of future results in investment.
Picking The Best Infrastructure Funds
While we have mentioned some of the top infrastructure funds at the moment, you can also look at other funds that are yielding great returns. Keep the following factors in mind to make the best decision:
1. Fund Performance
We have listed funds that have earned the best returns in the last 3 years. That's how it should be, you need to look at the past performance of the fund to judge it in the best manner. If a scheme has been doing good for the past 4-5 years, you can trust it in the times to come as well.
2. Fund House & Fund Manager
A find might be relatively new but you can still opt for it based on the fund house & fund manager that are managing it. If the firm is quality and reputed, you can trust that it will yield the best returns in the long run.
How a fund performs is dependent on its manager. Thus, one should check the past performances of the fund that is managed by the fund manager with his experience.
3. Size
Lastly, you can also consider the size of the fund. The size of the fund shouldn't be too small or too big. Both aspects can hinder the performance of the fund. You should choose a fund whose AUM is the same as the category.
Final Takeaway
In the last couple of years, India has seen significant interest from international investors in the infrastructure space. The government is also showing huge interest in this sector as the PM Gati Shakti programme is one of the flagship schemes of the Indian government right now.
Therefore, investing in the five infrastructure funds mentioned by us will be advantageous at this point.
If you haven't started your investment journey yet, you can follow the simple steps mentioned here below:
- Open a Free Investment Account for a Lifetime at Fincash.com.
- Complete all the formalities regarding KYC and register
- The last thing to do would be to upload all the important documents like PAN, Aadhar, etc.
We have discussed top funds in various sectors before as well. You can go through the INDmoney app for all such information.
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