Top 4 Infra Mutual Funds With up to 42% Return in 6 Months: Infrastructure mutual funds are sectoral funds having at least 80 per cent of their investments in infrastructure companies. Other than defence firms, infrastructure companies have also been the centre of attraction with the government’s focus on developing the country’s infrastructure.

As a result, many infra funds have been performing well for quite a long time.

If we talk about the short term, infra stocks have revived in the last 6 months after a lacklustre show for 6 months prior to that.

As a result, the top 4 infrastructure mutual funds have given SIP returns in the range of 34 per cent to 42 per cent in the 6-month time frame.

As we discuss them in this article, also know the value of a Rs 33,333 monthly SIP investment in the same period and their stock holdings.

LIC MF Infrastructure Fund Direct-Growth

The fund has given 41.48 per cent SIP returns in the 6-month time frame.

It has assets under management (AUM) of Rs 1,005 crore, while its net asset value (NAV) as on June 24, 2024, was Rs 56.74.  

Benchmarked against NIFTY Infrastructure TRI, the fund has given 16.41 per cent annualised returns since its inception in January 2013.

The fund has 19.77 per cent largecap, 18.94 per cent midcap, and 50.42 per cent smallcap stocks in its portfolio. 

The main stocks in its 73-stock portfolio are Garware Hi-Tech Films, Shakti Pumps, Tata Power, and Afcons Infrastructure.

With an expense ratio of 0.53 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as minimum lump sum investment. 

A Rs 33,333 monthly SIP in the fund in 6 months, or a total investment of Rs 1,99,998, has converted into Rs 2,19,354.89.

Invesco India Infrastructure Fund Direct-Growth

The fund has given 38.26 per cent SIP return in 6 months.

It has AUM of Rs 1,567 crore, while its NAV as on June 24, 2024, was Rs 77.22.  

Benchmarked against BSE India Infrastructure TRI, the fund has given 20.23 per cent annualised returns since its launch in January 2013.

The fund has 26.38 per cent largecap, 33.02 per cent midcap, and 39.59 per cent smallcap stocks in its portfolio. 

The main stocks in its 47-stock portfolio are Bharti Airtel, Supreme Industries, Delhivery, and Power Grid.

At an expense ratio of 0.84 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as minimum lump sum investment. 

A Rs 33,333 monthly SIP in the fund has grown to Rs 2,17,852.82 in the 6-month period.

Canara Robeco Infrastructure Direct-Growth

The fund has given 37.00 per cent SIP returns in the 6-month period.

It has AUM of Rs 904 crore, while its NAV as on June 24, 2024, was Rs 179.47.  

Benchmarked against BSE India Infrastructure TRI, the fund has given 17.88 per cent annualised returns since its beginning in January 2013.

The fund has 54.22 per cent largecap, 27.13 per cent midcap, and 14.15 per cent smallcap stocks in its portfolio. 

The main stocks in its 48-stock portfolio are L&T, RIL, NTPC, and BEL.

With an expense ratio of 0.99 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 33,333 monthly SIP in the fund has converted into Rs 2,17,259.02 in the 6-month time frame.

Bank of India Manufacturing & Infrastructure Fund Direct-Growth

The fund has given 33.51 per cent SIP returns in the 6-month time frame.

It has an asset base of Rs 573 crore, while its NAV as on June 24, 2024, was Rs 65.14.  

Benchmarked against BSE India Manufacturing Total Return Index, the fund has given 17.65 per cent annualised returns since its starting in January 2013.

The fund has 33.53 per cent largecap, 19.26 per cent midcap, and 41.58 per cent smallcap stocks in its portfolio. 

The main stocks in its 62-stock portfolio are L&T, NTPC, RIL, and Vedanta.

At an expense ratio of 0.83 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 33,333 monthly SIP in the fund has grown to Rs 2,15,595.99 in 6 months.