Aditya Birla Sun LifeThematicVery High Risk

Aditya Birla Sun Life Infrastructure Fund - Direct Plan - Growth

Current NAV₹113.16as of 30/5/2026

AUM4215.20 Cr

AUM

4215.20 Cr

Expense Ratio

0.92%

Min SIP

₹500

Min Lumpsum

₹1000

Launch Date

2 January 2013

Exit Load

Nil

Riskometer

LowModerateHighVery High

Risk Level: Very High

Volatility: 17.19 | Sharpe Ratio: 0.91

Fund Manager & Key Metrics

Fund ManagerMahesh Patil(3.5 years yrs)

Volatility17.19

Sharpe Ratio0.91

Portfolio Turnover62%

BenchmarkNifty Infrastructure TRI

Holdings Date25/5/2026

Asset Allocation

Equity: 95.00% | T-Bills: 5.00%

Investment Objective

Aims to provide capital appreciation by investing in Thematic securities

Top Holdings

As of 25-May-2026

1. HDFC Bank Ltd.5.8%

2. ICICI Bank Ltd.5.2%

3. Larsen & Toubro Ltd.4.9%

4. Reliance Industries Ltd.4.5%

5. Infosys Ltd.4.1%

6. Bharti Airtel Ltd.3.8%

7. Axis Bank Ltd.3.5%

8. State Bank of India3.2%

9. Tata Motors Ltd.2.9%

10. Adani Ports & SEZ Ltd.2.6%

Overview

Aditya Birla Sun Life Infrastructure Fund - Direct Plan -... investment objective and strategy

Aditya Birla Sun Life Infrastructure Fund - Direct Plan - Growth ka objective hai infrastructure sector mein growth opportunities ko capitalize karna. Ye fund thematic category ke andar aata hai aur actively manage hota hai. Iska investment style equity-focused hai, jo ki high growth potential wale stocks par concentrate karta hai. Ye fund un investors ke liye suitable hai jo long-term wealth creation ka aim rakhte hain aur unhe market volatility se dar nahi lagta. Agar aap infrastructure sector ki growth potential mein vishwas rakhte hain, to ye fund aapke liye ek achha option ho sakta hai. kyun? chaliye samajhte hain.

Performance & Analysis

Aditya Birla Sun Life Infrastructure Fund - Direct Plan -... yearly return performance

Aditya Birla Sun Life Infrastructure Fund - Direct Plan - Growth ki 1-year return 11.24% hai, jo ki kafi accha hai, lekin benchmark Nifty Infrastructure TRI se thoda lower hai. Iske comparison mein, 3-year return 22.17% aur 5-year return 20.11% hai. Ye returns consistent hai aur ye fund market ki volatility ko achhe se handle karta hai. Fund manager Mahesh Patil, jinki tenure 3.5 saal hai, ne kaafi strong performance dikhayi hai. Unka experience is fund ki stability aur growth mein bahut madadgar raha hai. Market volatility ke dauran bhi, unka investment strategy consistently achhe results dikhata hai. Agar hum dekhein to, ye fund equity mutual fund category mein kafi acha perform kar raha hai aur agar aap long-term investing mein soch rahe hain, to ye fund aapke portfolio ko diversify karne mein madad karega.

⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.

Aditya Birla Sun Life Infrastructure Fund - Direct Plan -... ke top holdings aur portfolio

Aditya Birla Sun Life Infrastructure Fund - Direct Plan - Growth ke top holdings mein major companies hain, jaise HDFC Bank Ltd. (5.8%), ICICI Bank Ltd. (5.2%), Larsen & Toubro Ltd. (4.9%), Reliance Industries Ltd. (4.5%), aur Infosys Ltd. (4.1%). Ye holdings fund ki overall strategy se align karti hain, kyunki ye sabhi companies infrastructure aur financial services ke key players hain. Sector allocation bhi diversifies hai, jisme banking, construction, aur technology sectors kaafi prominent hain. Yeh fund investors ko ek well-rounded exposure provide karta hai jo ki infrastructure ki growth potential ko capture karne mein help karta hai. Ye portfolio strategy high growth opportunities ko target karti hai, jo ki long-term investors ke liye kafi suitable hai. Is tarah se, agar aapko diversify karna hai aur infrastructure sector par bharosa hai, to ye fund aapke liye ek accha option ban sakta hai.

Aditya Birla Sun Life Infrastructure Fund - Direct Plan -... – risk level aur volatility

Aditya Birla Sun Life Infrastructure Fund - Direct Plan - Growth ka riskometer 'Very High' hai, jo ki indicate karta hai ki is fund ke saath investment mein significant volatility ho sakti hai. Ye fund un investors ke liye suitable hai jo higher risk tolerance rakhte hain aur long-term growth potential ke liye willing hain. Agar hum Sharpe ratio ki baat karein, to data not available hai. Lekin, is fund ki high returns kaafi investors ko attract karte hain. Ye important hai ki investors samjhein ki high returns ke sath high risk bhi associated hota hai, toh risk profile samajhna zaroori hai. Ye fund un logon ke liye accha hai jo market fluctuations ko manage kar sakte hain aur long-term vision rakhte hain.

Who Should Invest?

Aditya Birla Sun Life Infrastructure Fund - Direct Plan -... – aage kya? (long term outlook)

Aditya Birla Sun Life Infrastructure Fund - Direct Plan - Growth ka long-term outlook kafi promising hai. Infrastructure sector historically growth trends dikhata aaya hai, aur aane wale samay mein bhi is sector ki growth potential kaafi high hai. Ye fund aage chalkar infrastructure development projects, smart cities, aur renewable energy sectors mein exposure badha sakta hai. Ye trends investors ke liye wealth creation ka ek acha mauka de sakte hain. Historically, infrastructure sector mein investment karne wale funds ne acche returns deliver kiye hain. Isliye, agar aap future growth potential mein vishwas rakhte hain to Aditya Birla Sun Life Infrastructure Fund - Direct Plan - Growth aapke portfolio ke liye ek valuable add-on ho sakta hai. Updated in May 2026, ye fund investors ko growth ke naye opportunities dikhane mein madad kar sakta hai.

Pros & Cons

Aditya Birla Sun Life Infrastructure Fund - Direct Plan -... pros and cons for investors

Pros:
- High growth potential in infrastructure sector
- Strong fund manager track record
- Well-diversified portfolio across key sectors
- Regular SIP options available for investors
Cons:
- High risk and volatility
- Expense ratio of 0.92% may impact overall returns
- Not suitable for risk-averse investors

Frequently Asked Questions

common questions about Aditya Birla Sun Life Infrastructure Fund - Direct Plan -...

Ye fund kis type ke investors ke liye suitable hai?

Aditya Birla Sun Life Infrastructure Fund - Direct Plan - Growth un investors ke liye suitable hai jo high risk tolerance rakhte hain aur long-term growth potential mein believe karte hain.

SIP investing kaise karein is fund mein?

Is fund mein SIP investing shuru karne ke liye aapko mutual fund platforms par sign up karna hoga. Aap apne budget ke hisaab se regular investment set kar sakte hain, jo long-term wealth creation mein madad karega.

Is fund par tax implications kya hain?

Aditya Birla Sun Life Infrastructure Fund - Direct Plan - Growth par tax implications aapke holding period par depend karte hain. Long-term capital gains tax lagega agar aap fund ko 1 saal se zyada hold karte hain.

Returns

Period	Fund Return (%)	Benchmark (Nifty Infrastructure TRI) (%)
1 Year	11.24%	—
3 Years	22.17%	—
5 Years	20.11%	—
Since Launch	15.57%	—

SIP Calculator

SIP / Lumpsum Calculator

Monthly SIP Amount (₹)

SIP Period (Years)

Hold Period After SIP (Years)

Annual Step-Up (%)

Return Scenario

Based on fund's 3Y return of 22.2%

Invested: ₹956k

Gains: ₹158104k

Total Invested

₹956245.48

Total Returns

+ ₹158103779.57

Maturity Value

₹159060025.05

SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 22.2% p.a.

*Projected returns are for illustration only. Past performance does not guarantee future returns.

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Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme‑related documents carefully before investing. Past performance does not guarantee future returns. The content on this page is for educational purposes only.