Which are the best Thematic-Infrastructure funds for SIP investment?

Based on average 5-year rolling returns, the best Thematic-Infrastructure funds for SIP are Quant Infrastructure Fund Direct-Growth with 5-year average rolling return of 21.99%, Franklin Build India Fund Direct-Growth with 19.94%, and Invesco India Infrastructure Fund Direct-Growth with 19.89%. You can start a SIP in Thematic-Infrastructure funds with as little as ₹99 per month.

What is the minimum amount to invest in Thematic-Infrastructure funds?

You can start investing in Thematic-Infrastructure funds with a minimum SIP of ₹99 per month or a minimum lumpsum of ₹100. The minimum investment varies across fund houses — some funds allow even lower entry points.

How are Thematic-Infrastructure fund returns taxed?

Gains from Thematic-Infrastructure funds held for less than 12 months are taxed at 20% (Short-Term Capital Gains). Gains on units held for 12 months or more are taxed at 12.5% (Long-Term Capital Gains), with ₹1.25 lakh per year being exempt per financial year. Dividends (IDCW) are taxed at your applicable income tax slab rate.

Which Thematic-Infrastructure funds have the lowest expense ratio?

Among Thematic-Infrastructure funds, Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct-Growth has the lowest expense ratio at 0.56% (Direct Plan), followed by Aditya Birla Sun Life BSE India Infrastructure Index Fund Direct-Growth at 0.57%. Lower expense ratios directly improve your net returns over the long term.

How many Thematic-Infrastructure mutual funds are available in India?

There are currently 23 Thematic-Infrastructure mutual funds available in India across different fund houses. You can compare all 23 funds on Sharpely based on returns, risk, AUM, and expense ratio to find the one that suits your investment goals.

mutual funds category

Thematic Infrastructure

Thematic-Infrastructure Funds

Q: What are the top performing Thematic-Infrastructure funds?

Based on 1-year returns, the top performing Thematic-Infrastructure funds are Bank of India Manufacturing & Infrastructure Fund Direct-Growth with 15.95% return, DSP India T.I.G.E.R. (The Infrastructure Growth and Economic Reforms Fund) Direct-Growth with 13.87% return, and Motilal Oswal Infrastructure Fund Direct-Growth with 11.17% return. The category average 1-year return is 4.97%.

Q: Which Thematic-Infrastructure funds have given the best returns over 3 years?

Over a 3-year period, the best performing Thematic-Infrastructure funds are Bank of India Manufacturing & Infrastructure Fund Direct-Growth with a 26.96% CAGR, DSP India T.I.G.E.R. (The Infrastructure Growth and Economic Reforms Fund) Direct-Growth with 25.69% CAGR, and Motilal Oswal Infrastructure Fund Direct-Growth with 24.93% CAGR. The category average 3-year return stands at 20.67% CAGR.

Q: Which Thematic-Infrastructure funds have given the best returns over 5 years?

Over a 5-year period, the top Thematic-Infrastructure funds are Bank of India Manufacturing & Infrastructure Fund Direct-Growth with a 24.24% CAGR, DSP India T.I.G.E.R. (The Infrastructure Growth and Economic Reforms Fund) Direct-Growth with 24.13% CAGR, and Motilal Oswal Infrastructure Fund Direct-Growth with 23.45% CAGR. The category average 5-year return is 20.15% CAGR.

Total Schemes

No. of schemes

Total AUM

₹ 0.55Lakh Cr

As on latest

Category Return (5Y)

20.15 %

CAGR

Benchmark

17.10%

NIFTY 500 TRI

Category Returns (%)

Period	1M	6M	1Y	3Y CAGR	5Y CAGR	10Y CAGR	YTD
Thematic-Infrastructure	0.73 %	10.09 %	4.97 %	20.67 %	20.15 %	16.92 %	7.05 %
Benchmark	-0.98 %	1.24 %	1.24 %	17.76 %	17.10 %	13.81 %	-2.59 %

Top Thematic-Infrastructure Funds (by AUM)

Fund Name	AUM (₹ Cr)	1Y Return	3Y CAGR	5Y CAGR	Expense Ratio
ICICI Prudential Infrastructure Direct-GrowthNAV: ₹223.48	8,549.71 Cr	3.33%	21.71%	24.13%	1.28%
Nippon India Power & Infra Fund Direct-GrowthNAV: ₹416.11	8,043.44 Cr	9.30%	23.14%	22.96%	1.16%
DSP India T.I.G.E.R. (The Infrastructure Growth and Economic Reforms Fund) Direct-GrowthNAV: ₹397.30	6,263.54 Cr	13.87%	24.93%	23.45%	1.09%
SBI Infrastructure Fund Direct-GrowthNAV: ₹56.26	4,852.12 Cr	2.15%	18.08%	18.71%	1.14%
Franklin Build India Fund Direct-GrowthNAV: ₹168.94	3,255.73 Cr	1.63%	21.78%	20.95%	1.08%
Quant Infrastructure Fund Direct-GrowthNAV: ₹46.75	3,205.29 Cr	10.96%	21.40%	20.95%	1.10%
HSBC Infrastructure Fund Direct-GrowthNAV: ₹56.02	2,452.94 Cr	3.16%	18.54%	19.46%	1.08%
Kotak Infrastructure and Economic Reform Fund Direct-GrowthNAV: ₹82.66	2,446.83 Cr	4.74%	17.84%	20.88%	0.82%
HDFC Infrastructure Fund Direct-GrowthNAV: ₹52.75	2,444.21 Cr	-1.34%	19.56%	20.94%	1.35%
UTI Infrastructure Fund Direct-GrowthNAV: ₹152.69	2,162.49 Cr	0.82%	16.04%	15.20%	1.89%
Tata Infrastructure Direct Plan-GrowthNAV: ₹202.50	2,102.52 Cr	5.18%	17.39%	18.86%	1.20%
Invesco India Infrastructure Fund Direct-GrowthNAV: ₹83.66	1,568.25 Cr	6.45%	23.54%	21.08%	1.23%
Bandhan Infrastructure Fund Direct Plan-GrowthNAV: ₹59.30	1,545.49 Cr	-1.98%	20.11%	18.50%	1.01%
Aditya Birla Sun Life Infrastructure Direct Fund-GrowthNAV: ₹118.82	1,233.59 Cr	10.99%	20.19%	18.76%	1.55%
LIC MF Infrastructure Fund Direct-GrowthNAV: ₹62.92	1,137.05 Cr	8.43%	26.96%	24.24%	1.39%

Thematic-Infrastructure vs Other Categories

5Y CAGR Return Comparison

23.72%

20.15%

19.87%

17.82%

Thematic-PSU

Thematic-Infrastructure

Sectoral-Auto & Transportation

Thematic-Manufacturing

Key Insights

Thematic-Infrastructure delivered 20.15% CAGR over the last 5 years.

It ranks #2 out of 27 categories based on 5Y performance.

Above the category average return of 14.22%.

1 categories outperform it, while 25 categories have lower returns.

Top performer: Thematic-PSU (23.72%).

Lowest performer: Sectoral-Technology (6.52%).

Let's have a closer look

Now let us jump and check about these top 15 mutual fund schemes.

ICICI Prudential Infrastructure Direct-Growth

Fund Performance: ICICI Prudential Infrastructure Direct-Growth has given 21.71% annualized returns in the past three years and 24.13% in the last 5 years. The ICICI Prudential Infrastructure Direct-Growth comes under the Equity category of ICICI Prudential Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential Infrastructure Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 8,549.71Cr

1Y Returns

3.33%

Expense Ratio

1.28%

Nippon India Power & Infra Fund Direct-Growth

Fund Performance: Nippon India Power & Infra Fund Direct-Growth has given 23.14% annualized returns in the past three years and 22.96% in the last 5 years. The Nippon India Power & Infra Fund Direct-Growth comes under the Equity category of Nippon India Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Nippon India Power & Infra Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 8,043.44Cr

1Y Returns

9.30%

Expense Ratio

1.16%

DSP India T.I.G.E.R. (The Infrastructure Growth and Economic Reforms Fund) Direct-Growth

Fund Performance: DSP India T.I.G.E.R. (The Infrastructure Growth and Economic Reforms Fund) Direct-Growth has given 24.93% annualized returns in the past three years and 23.45% in the last 5 years. The DSP India T.I.G.E.R. (The Infrastructure Growth and Economic Reforms Fund) Direct-Growth comes under the Equity category of DSP Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in DSP India T.I.G.E.R. (The Infrastructure Growth and Economic Reforms Fund) Direct-Growth via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 6,263.54Cr

1Y Returns

13.87%

Expense Ratio

1.09%

SBI Infrastructure Fund Direct-Growth

Fund Performance: SBI Infrastructure Fund Direct-Growth has given 18.08% annualized returns in the past three years and 18.71% in the last 5 years. The SBI Infrastructure Fund Direct-Growth comes under the Equity category of SBI Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in SBI Infrastructure Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 4,852.12Cr

1Y Returns

2.15%

Expense Ratio

1.14%

Franklin Build India Fund Direct-Growth

Fund Performance: Franklin Build India Fund Direct-Growth has given 21.78% annualized returns in the past three years and 20.95% in the last 5 years. The Franklin Build India Fund Direct-Growth comes under the Equity category of Franklin Templeton Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Franklin Build India Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 3,255.73Cr

1Y Returns

1.63%

Expense Ratio

1.08%

Quant Infrastructure Fund Direct-Growth

Fund Performance: Quant Infrastructure Fund Direct-Growth has given 21.40% annualized returns in the past three years and 20.95% in the last 5 years. The Quant Infrastructure Fund Direct-Growth comes under the Equity category of Quant Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Quant Infrastructure Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 1,000.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 3,205.29Cr

1Y Returns

10.96%

Expense Ratio

1.10%

HSBC Infrastructure Fund Direct-Growth

Fund Performance: HSBC Infrastructure Fund Direct-Growth has given 18.54% annualized returns in the past three years and 19.46% in the last 5 years. The HSBC Infrastructure Fund Direct-Growth comes under the Equity category of HSBC Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in HSBC Infrastructure Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 2,452.94Cr

1Y Returns

3.16%

Expense Ratio

1.08%

Kotak Infrastructure and Economic Reform Fund Direct-Growth

Fund Performance: Kotak Infrastructure and Economic Reform Fund Direct-Growth has given 17.84% annualized returns in the past three years and 20.88% in the last 5 years. The Kotak Infrastructure and Economic Reform Fund Direct-Growth comes under the Equity category of Kotak Mahindra Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Kotak Infrastructure and Economic Reform Fund Direct-Growth via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 2,446.83Cr

1Y Returns

4.74%

Expense Ratio

0.82%

HDFC Infrastructure Fund Direct-Growth

Fund Performance: HDFC Infrastructure Fund Direct-Growth has given 19.56% annualized returns in the past three years and 20.94% in the last 5 years. The HDFC Infrastructure Fund Direct-Growth comes under the Equity category of HDFC Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in HDFC Infrastructure Fund Direct-Growth via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 2,444.21Cr

1Y Returns

-1.34%

Expense Ratio

1.35%

UTI Infrastructure Fund Direct-Growth

Fund Performance: UTI Infrastructure Fund Direct-Growth has given 16.04% annualized returns in the past three years and 15.20% in the last 5 years. The UTI Infrastructure Fund Direct-Growth comes under the Equity category of UTI Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in UTI Infrastructure Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 2,162.49Cr

1Y Returns

0.82%

Expense Ratio

1.89%

Tata Infrastructure Direct Plan-Growth

Fund Performance: Tata Infrastructure Direct Plan-Growth has given 17.39% annualized returns in the past three years and 18.86% in the last 5 years. The Tata Infrastructure Direct Plan-Growth comes under the Equity category of Tata Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Tata Infrastructure Direct Plan-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 2,102.52Cr

1Y Returns

5.18%

Expense Ratio

1.20%

Invesco India Infrastructure Fund Direct-Growth

Fund Performance: Invesco India Infrastructure Fund Direct-Growth has given 23.54% annualized returns in the past three years and 21.08% in the last 5 years. The Invesco India Infrastructure Fund Direct-Growth comes under the Equity category of Invesco Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Invesco India Infrastructure Fund Direct-Growth via lump sum is ₹ 1,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 1,000.00

AUM

₹ 1,568.25Cr

1Y Returns

6.45%

Expense Ratio

1.23%

Bandhan Infrastructure Fund Direct Plan-Growth

Fund Performance: Bandhan Infrastructure Fund Direct Plan-Growth has given 20.11% annualized returns in the past three years and 18.50% in the last 5 years. The Bandhan Infrastructure Fund Direct Plan-Growth comes under the Equity category of Bandhan Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Bandhan Infrastructure Fund Direct Plan-Growth via lump sum is ₹ 1,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 1,000.00

AUM

₹ 1,545.49Cr

1Y Returns

-1.98%

Expense Ratio

1.01%

Aditya Birla Sun Life Infrastructure Direct Fund-Growth

Fund Performance: Aditya Birla Sun Life Infrastructure Direct Fund-Growth has given 20.19% annualized returns in the past three years and 18.76% in the last 5 years. The Aditya Birla Sun Life Infrastructure Direct Fund-Growth comes under the Equity category of Aditya Birla Sun Life Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life Infrastructure Direct Fund-Growth via lump sum is ₹ 1,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 1,000.00

AUM

₹ 1,233.59Cr

1Y Returns

10.99%

Expense Ratio

1.55%

LIC MF Infrastructure Fund Direct-Growth

Fund Performance: LIC MF Infrastructure Fund Direct-Growth has given 26.96% annualized returns in the past three years and 24.24% in the last 5 years. The LIC MF Infrastructure Fund Direct-Growth comes under the Equity category of LIC Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in LIC MF Infrastructure Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 200.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 1,137.05Cr

1Y Returns

8.43%

Expense Ratio

1.39%

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Frequently asked questions

The largest Thematic-Infrastructure funds by Assets Under Management (AUM) are ICICI Prudential Infrastructure Direct-Growth with ₹ 8,549.71 crore, Nippon India Power & Infra Fund Direct-Growth with ₹ 8,043.44 crore, and DSP India T.I.G.E.R. (The Infrastructure Growth and Economic Reforms Fund) Direct-Growth with ₹ 6,263.54 crore. Together, there are 23 Thematic-Infrastructure funds available in India.