Aditya Birla Sun Life Infrastructure Fund Direct Growth

Aditya Birla Sun Life Infrastructure Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Mahesh Patil. The fund could potentially beat inflation in the long-run.

1. Aditya Birla Sun Life Infrastructure Fund Direct Growth has ₹1141 Cr worth of assets under management (AUM) as on May 2025 and is less than category average.
2. The fund has an expense ratio 1.4.
   

Aditya Birla Sun Life Infrastructure Fund Direct Growth has given a CAGR return of 16.04% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -3.63%, 32.01% and 33.09% respectively.

Aditya Birla Sun Life Infrastructure Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Basic Materials, Energy, Consumer Cyclical, Communication, Financial Services, Utilities, Real Estate, Health, Tech. Its top holdings are Larsen & Toubro Ltd, Bharti Airtel Ltd, Reliance Industries Ltd, UltraTech Cement Ltd, NTPC Ltd

As it is a equity - infrastructure mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The scheme seeks to provide medium to long-term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of companies that are participating in the growth and development of Infrastructure in India.

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 100.00. Aditya Birla Sun Life Infrastructure Fund Direct Growth has no lock in period.