Top infrastructure funds have given excellent returns in 5 years, will the trend strengthen further after the budget

Infrastructure Mutual Funds : What will be the trend after budget : The Government of India has been increasing the expenditure on the development of the country’s infrastructure significantly over the past several years. Investment in infrastructure has also been increased through budget allocation year after year. This capital expenditure for the expansion of infrastructure facilities like highways, expressways, airports and railways has also benefited companies directly or indirectly associated with these sectors. Not only this, infrastructure mutual funds investing in the shares of such companies have also given huge profits to their investors in the last 5 years.

Infrastructure fund i.e. share of common investors in the growth story

If we look at the latest figures of the country’s top 10 infrastructure funds, their annual returns have reached a high of 38-39 percent in the last 5 years. Through these mutual funds, the common investors of the country have also got an opportunity to be a part of the growth story of infrastructure development in India. The excellent figures of returns of the country’s top infrastructure funds in the last 5 years are themselves a testimony to this.

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Return Statistics of Top 10 Infrastructure Mutual Funds

1.Quant Infrastructure Fund

5-Year Average Annual Return (Regular): 36.74%

5 Year Average Annual Return (Direct): Rs 38.56 ,

2.Invesco India Infrastructure Fund

5-Year Average Annual Return (Regular): 30.86%

5-year Average Annual Return (Direct): 32.68%

3. Nippon India Power & Infra Fund

5-year Average Annual Return (Regular): 29.32%

5-year Average Annual Return (Direct): 30.12%

4. Bank of India Manufacturing & Infrastructure Fund

5-year Average Annual Return (Regular): 29.18%

5-year Average Annual Return (Direct): 30.84%

5. ICICI Prudential Infrastructure Fund

5-year Average Annual Return (Regular): 28.65%

5 Year Average Annual Return (Direct): 29.39 ,

6.Canara Robeco Infrastructure Fund

5-year Average Annual Return (Regular): 28.29%

5-year Average Annual Return (Direct): 29.67%

7. Bandhan Infrastructure Fund

5-year Average Annual Return (Regular): 28.16%

5-Year Average Annual Return (Direct): 29.66%

8. Kotak Infrastructure and Economic Reform Fund

5-year Average Annual Return (Regular): 27.51%

5-year Average Annual Return (Direct): 29.22%

9.Tata Infrastructure Fund

5-year Average Annual Return (Regular): 27.32%

5-year Average Annual Return (Direct): 28.38%

10.LIC MF Infrastructure Fund

5-Year Average Annual Return (Regular): 27.03%

5 Year Average Annual Return (Direct): 28.37%

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Absolute return of 300% in 5 years!

According to the above data, Quant Infrastructure Fund has been the number one fund in this category. The 5-year annualized return on SIP in this fund has been even more spectacular, 47.7 percent. According to the calculations of Value-Research, if someone started a SIP of Rs 10,000 per month in this scheme 5 years ago, then his current fund value would be Rs 18.83 lakh, whereas in 5 years he would have deposited only Rs 6 lakh. That is, this scheme is giving an absolute return of 300 percent in 5 years on the total investment made through SIP.

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Infrastructure boom expected to continue

President Draupadi Murmu has laid great emphasis on the development of infrastructure in her speech in the joint session of the 18th Lok Sabha. During this, she not only presented the details of the work being done for the development of infrastructure in the country, but also expressed her resolve to continue it in the coming days and said, “Work is going on on many schemes like Vande Metro. My government is working with the goal that India’s public transport should be the best in the world… Infrastructure development has emerged as a new picture of the changing India in this direction… Today a network of national highways and expressways is being laid in India… My government has decided to start feasibility studies for bullet train corridors in North, South and East India… For the first time, work has started on such a wide scale on the development of inland waterways in the country” The President’s address is actually prepared by the Central Government itself. If seen from this perspective, his speech indicates that the government’s focus on infrastructure development will continue not only in the upcoming budget but also for the next 5 years. Obviously, the companies associated with this sector and the mutual funds investing in them will also benefit from this.