Top 7 Infrastructure SIP Mutual Funds in 10 Years: Behind the small cap and the mid cap, the sectoral infra category has given 62.10 per cent annualised returns (CAGR) in 1 year, 33.46 per cent in 3 years, 30.56 per cent in 5 years, and 17.09 per cent in 10 years, as per Value Research.
Top 7 Infra mutual funds with highest SIP returns in 10 years: Infrastructure funds fall in the category of sectoral mutual funds. Sectoral funds invest in a particular sector, such as infra, technology, pharma, or banking. Among all equity mutual funds, the sectoral infra category stands at the 3rd position in terms of highest annualised returns. Behind the small cap and the mid cap, the sectoral infra category has given 62.10 per cent annualised returns (CAGR) in 1 year, 33.46 per cent in 3 years, 30.56 per cent in 5 years, and 17.09 per cent in 10 years, as per Value Research. In this write-up, we will present the top 7 infra mutual funds with highest SIP returns in 10 years. We will also show you the estimated return on Rs 20,000 monthly SIP investment in each fund.
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The fund has given 28.59 per cent annualised SIP return in 10 years. It has assets under management (AUM) of Rs 4,104 crore, while its net asset value (NAV) is Rs 46.1465.
The fund has 97.16 per cent of its investment in equity.
In a portfolio of 24 stocks, the fund has HDFC Bank, Reliance Industries Limited, Samvardhana Motherson, Tata Power, and LIC as the main holdings.
Rs 20,000 monthly SIP in the fund has given Rs 1,09,54,687 in the 10-year time frame.
The fund has had a 25.67 per cent annualised return in the 10-year time frame. It has AUM of Rs 1,653 crore, while its NAV is Rs 79.3400.
The fund has 97.82 per cent of its investments in equity.
In its portfolio of 45 stocks, the fund has Power Grid, L&T, Jyoti CNC, Suzlon Energy, and NTPC as the main stocks.
A Rs 20,000 monthly SIP investment in the fund has given Rs 93,52,554 in the 10-year period.
The fund has given 25.25 per cent annualised SIP return in 10 years. The fund has an asset base of Rs 1,934 crore, while its NAV is 64.7670.
The fund has 83.53 per cent of its investment in equity.
In a portfolio of 68 stocks, the fund has Kirloskar Brothers, Adani Ports, L&T, Ahluwalia Contract, and Indus Towers as the main holdings.
A Rs 20,000 monthly SIP investment in the fund has grown to Rs 91,45,808 in 10 years.
The fund has given 24.84 per cent annualised SIP return in the 10-year time frame. It has AUM of Rs 2,881 crore, while its NAV is Rs 164.8877.
It has 95.73 per cent of its investments in equity.
In a 42-stock portfolio, the fund has L&T, NTPC, ONGC, ICICI Bank, RIL, and Power Grid of India as the main holdings.
A Rs 20,000 monthly SIP in the fund has turned into Rs 89,41,880 in 10 years.
The fund has given 24.74 per cent annualised SIP return in 10 years. The fund has an asset base of Rs 5,360 crore, while its NAV is 364.6710.
The fund has 92.72 per cent of its investments in equity.
In its portfolio of 74 stocks, the fund has NTCP, L&T, Siemens, Kirloskar Oil, Bharti Airtel and Kalptaru Project as the main holdings.
A Rs 20,000 monthly investment in the fund has given Rs 88,93,517 in the 10-year time frame.
The fund has given 24.68 per cent annualised returns in the 10-year period. It has AUM of Rs 463 crore, while its NAV is Rs 68.0600.
It has 96.56 per cent of its investments in equity.
In a 66-stock portfolio, the fund has NTPC, RIL, L&T, Vedanta, and Indus Towers as the main holdings.
A Rs 20,000 monthly SIP in the fund started 10 years ago has grown to Rs 88,67,526 in the 10-year period.
The fund has given 24.45 per cent annualised SIP returns in 10 years. It has an asset base of Rs 7,537 crore, while its NAV is 396.9827.
The fund has 97.95 per cent of its investments in equity.
In a 36-stock portfolio, the fund has L&T, RIL, NTPC, Kaynes Technology, and Bharti Airtel as the main holdings.
A Rs 20,000 monthly SIP in the fund has grown to Rs 87,58,155 in the 10-year time frame.
