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 Plan with 16.95% return, Motilal Oswal Infrastructure Fund - Direct Plan with 16.38% return, and DSP India T.I.G.E.R. Fund - Direct Plan with 14.29% return. The category average 1-year return is 5.98%.

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 Plan with a 29.32% CAGR, Motilal Oswal Infrastructure Fund - Direct Plan with 27.25% CAGR, and DSP India T.I.G.E.R. Fund - Direct Plan with 26.69% CAGR. The category average 3-year return stands at 22.62% CAGR.

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 Plan with a 24.87% CAGR, Motilal Oswal Infrastructure Fund - Direct Plan with 24.87% CAGR, and DSP India T.I.G.E.R. Fund - Direct Plan with 24.70% CAGR. The category average 5-year return is 21.44% CAGR.

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 Plan with 5-year average rolling return of 21.99%, Franklin Build India Fund - Direct Plan with 19.90%, and Invesco India Infrastructure Fund - Direct Plan with 19.83%. You can start a SIP in Thematic-Infrastructure funds with as little as ₹99 per month.

What are the largest Thematic-Infrastructure mutual funds by assets?

The largest Thematic-Infrastructure funds by Assets Under Management (AUM) are ICICI Prudential Infrastructure Fund - Direct Plan with ₹ 8,311.08 crore, Nippon India Power & Infra Fund - Direct Plan with ₹ 7,707.34 crore, and DSP India T.I.G.E.R. Fund - Direct Plan with ₹ 5,788.63 crore. Together, there are 23 Thematic-Infrastructure funds available in India.

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, Aditya Birla Sun Life BSE India Infrastructure Index Fund - Direct Plan has the lowest expense ratio at 0.45% (Direct Plan), followed by Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund - Direct Plan at 0.46%. 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

Total Schemes

No. of schemes

Total AUM

₹ 0.53Lakh Cr

As on latest

Category Return (5Y)

21.44 %

CAGR

Benchmark

17.52%

NIFTY 500 TRI

Category Returns (%)

Period	1M	6M	1Y	3Y CAGR	5Y CAGR	10Y CAGR	YTD
Thematic-Infrastructure	-0.48 %	3.37 %	5.98 %	22.62 %	21.44 %	17.53 %	4.33 %
Benchmark	-1.82 %	-3.86 %	3.78 %	20.29 %	17.52 %	14.35 %	-3.72 %

Top Thematic-Infrastructure Funds (by AUM)

Fund Name	AUM (₹ Cr)	1Y Return	3Y CAGR	5Y CAGR	Expense Ratio
ICICI Prudential Infrastructure Fund - Direct PlanNAV: ₹216.02	8,311.08 Cr	3.24%	23.08%	24.70%	1.15%
Nippon India Power & Infra Fund - Direct PlanNAV: ₹410.71	7,707.34 Cr	10.61%	26.26%	24.53%	0.96%
DSP India T.I.G.E.R. Fund - Direct PlanNAV: ₹383.34	5,788.63 Cr	14.29%	27.25%	24.87%	0.86%
SBI Infrastructure Fund - Direct PlanNAV: ₹54.81	4,804.69 Cr	2.62%	20.04%	19.73%	1.02%
Franklin Build India Fund - Direct PlanNAV: ₹165.47	3,213.95 Cr	4.17%	24.68%	22.03%	1.39%
Quant Infrastructure Fund - Direct PlanNAV: ₹45.12	3,072.93 Cr	10.67%	22.35%	21.43%	0.81%
HDFC Infrastructure Fund - Direct PlanNAV: ₹51.63	2,416.48 Cr	-1.22%	23.28%	22.61%	1.14%
HSBC Infrastructure Fund - Direct PlanNAV: ₹55.95	2,412.93 Cr	6.58%	21.61%	21.81%	0.99%
Kotak Infrastructure and Economic Reform Fund - Standard Plan - Direct PlanNAV: ₹79.71	2,373.02 Cr	3.86%	18.96%	22.22%	0.72%
UTI Infrastructure Fund - Direct PlanNAV: ₹148.90	2,162.39 Cr	1.37%	17.47%	16.02%	1.76%
Tata Infrastructure Fund - Direct PlanNAV: ₹194.73	2,084.20 Cr	5.21%	18.35%	19.77%	1.15%
Bandhan Infrastructure Fund - Direct PlanNAV: ₹57.03	1,501.91 Cr	-3.13%	21.66%	20.07%	0.86%
Invesco India Infrastructure Fund - Direct PlanNAV: ₹79.17	1,456.94 Cr	3.20%	24.05%	22.25%	0.88%
Aditya Birla Sun Life Infrastructure Fund - Direct PlanNAV: ₹112.88	1,168.63 Cr	9.72%	21.40%	20.43%	1.34%
LIC MF Infrastructure Fund - Direct PlanNAV: ₹61.28	1,046.65 Cr	9.30%	29.32%	24.87%	0.82%

Thematic-Infrastructure vs Other Categories

5Y CAGR Return Comparison

24.47%

21.44%

18.48%

18.28%

Thematic-PSU

Thematic-Infrastructure

Sectoral-Auto & Transportation

Thematic-Manufacturing

Key Insights

Thematic-Infrastructure delivered 21.44% CAGR over the last 5 years.

It ranks #2 out of 24 categories based on 5Y performance.

Above the category average return of 15.13%.

1 categories outperform it, while 22 categories have lower returns.

Top performer: Thematic-PSU (24.47%).

Lowest performer: Sectoral-Technology (8.85%).

Let's have a closer look

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

ICICI Prudential Infrastructure Fund - Direct Plan

Fund Performance: ICICI Prudential Infrastructure Fund - Direct Plan has given 23.08% annualized returns in the past three years and 24.70% in the last 5 years. The ICICI Prudential Infrastructure Fund - Direct Plan comes under the Equity category of ICICI Prudential Mutual Fund.

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

Min Investment Amt

₹ 5,000.00

AUM

₹ 8,311.08Cr

1Y Returns

3.24%

Expense Ratio

1.15%

Nippon India Power & Infra Fund - Direct Plan

Fund Performance: Nippon India Power & Infra Fund - Direct Plan has given 26.26% annualized returns in the past three years and 24.53% in the last 5 years. The Nippon India Power & Infra Fund - Direct Plan 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 Plan via lump sum is ₹ 5,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 7,707.34Cr

1Y Returns

10.61%

Expense Ratio

0.96%

DSP India T.I.G.E.R. Fund - Direct Plan

Fund Performance: DSP India T.I.G.E.R. Fund - Direct Plan has given 27.25% annualized returns in the past three years and 24.87% in the last 5 years. The DSP India T.I.G.E.R. Fund - Direct Plan 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. Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 5,788.63Cr

1Y Returns

14.29%

Expense Ratio

0.86%

SBI Infrastructure Fund - Direct Plan

Fund Performance: SBI Infrastructure Fund - Direct Plan has given 20.04% annualized returns in the past three years and 19.73% in the last 5 years. The SBI Infrastructure Fund - Direct Plan comes under the Equity category of SBI Mutual Fund.

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

Min Investment Amt

₹ 5,000.00

AUM

₹ 4,804.69Cr

1Y Returns

2.62%

Expense Ratio

1.02%

Franklin Build India Fund - Direct Plan

Fund Performance: Franklin Build India Fund - Direct Plan has given 24.68% annualized returns in the past three years and 22.03% in the last 5 years. The Franklin Build India Fund - Direct Plan 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 Plan via lump sum is ₹ 5,000.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 3,213.95Cr

1Y Returns

4.17%

Expense Ratio

1.39%

Quant Infrastructure Fund - Direct Plan

Fund Performance: Quant Infrastructure Fund - Direct Plan has given 22.35% annualized returns in the past three years and 21.43% in the last 5 years. The Quant Infrastructure Fund - Direct Plan comes under the Equity category of Quant Mutual Fund.

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

Min Investment Amt

₹ 5,000.00

AUM

₹ 3,072.93Cr

1Y Returns

10.67%

Expense Ratio

0.81%

HDFC Infrastructure Fund - Direct Plan

Fund Performance: HDFC Infrastructure Fund - Direct Plan has given 23.28% annualized returns in the past three years and 22.61% in the last 5 years. The HDFC Infrastructure Fund - Direct Plan comes under the Equity category of HDFC Mutual Fund.

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

Min Investment Amt

₹ 100.00

AUM

₹ 2,416.48Cr

1Y Returns

-1.22%

Expense Ratio

1.14%

HSBC Infrastructure Fund - Direct Plan

Fund Performance: HSBC Infrastructure Fund - Direct Plan has given 21.61% annualized returns in the past three years and 21.81% in the last 5 years. The HSBC Infrastructure Fund - Direct Plan comes under the Equity category of HSBC Mutual Fund.

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

Min Investment Amt

₹ 5,000.00

AUM

₹ 2,412.93Cr

1Y Returns

6.58%

Expense Ratio

0.99%

Kotak Infrastructure and Economic Reform Fund - Standard Plan - Direct Plan

Fund Performance: Kotak Infrastructure and Economic Reform Fund - Standard Plan - Direct Plan has given 18.96% annualized returns in the past three years and 22.22% in the last 5 years. The Kotak Infrastructure and Economic Reform Fund - Standard Plan - Direct Plan 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 - Standard Plan - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 2,373.02Cr

1Y Returns

3.86%

Expense Ratio

0.72%

UTI Infrastructure Fund - Direct Plan

Fund Performance: UTI Infrastructure Fund - Direct Plan has given 17.47% annualized returns in the past three years and 16.02% in the last 5 years. The UTI Infrastructure Fund - Direct Plan comes under the Equity category of UTI Mutual Fund.

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

Min Investment Amt

₹ 5,000.00

AUM

₹ 2,162.39Cr

1Y Returns

1.37%

Expense Ratio

1.76%

Tata Infrastructure Fund - Direct Plan

Fund Performance: Tata Infrastructure Fund - Direct Plan has given 18.35% annualized returns in the past three years and 19.77% in the last 5 years. The Tata Infrastructure Fund - Direct Plan comes under the Equity category of Tata Mutual Fund.

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

Min Investment Amt

₹ 5,000.00

AUM

₹ 2,084.20Cr

1Y Returns

5.21%

Expense Ratio

1.15%

Bandhan Infrastructure Fund - Direct Plan

Fund Performance: Bandhan Infrastructure Fund - Direct Plan has given 21.66% annualized returns in the past three years and 20.07% in the last 5 years. The Bandhan Infrastructure Fund - Direct Plan comes under the Equity category of Bandhan Mutual Fund.

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

Min Investment Amt

₹ 1,000.00

AUM

₹ 1,501.91Cr

1Y Returns

-3.13%

Expense Ratio

0.86%

Invesco India Infrastructure Fund - Direct Plan

Fund Performance: Invesco India Infrastructure Fund - Direct Plan has given 24.05% annualized returns in the past three years and 22.25% in the last 5 years. The Invesco India Infrastructure Fund - Direct Plan comes under the Equity category of Invesco Mutual Fund.

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

Min Investment Amt

₹ 1,000.00

AUM

₹ 1,456.94Cr

1Y Returns

3.20%

Expense Ratio

0.88%

Aditya Birla Sun Life Infrastructure Fund - Direct Plan

Fund Performance: Aditya Birla Sun Life Infrastructure Fund - Direct Plan has given 21.40% annualized returns in the past three years and 20.43% in the last 5 years. The Aditya Birla Sun Life Infrastructure Fund - Direct Plan 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 Fund - Direct Plan via lump sum is ₹ 1,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 1,000.00

AUM

₹ 1,168.63Cr

1Y Returns

9.72%

Expense Ratio

1.34%

LIC MF Infrastructure Fund - Direct Plan

Fund Performance: LIC MF Infrastructure Fund - Direct Plan has given 29.32% annualized returns in the past three years and 24.87% in the last 5 years. The LIC MF Infrastructure Fund - Direct Plan comes under the Equity category of LIC Mutual Fund.

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

Min Investment Amt

₹ 5,000.00

AUM

₹ 1,046.65Cr

1Y Returns

9.30%

Expense Ratio

0.82%