Sectoral Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
3%
Asset Size
247.16 Cr.
(As of 31 Dec, 2022)
Benchmark
S&P BSE India Infrastructure Index INR
Riskometer
Investors understand that their principal will be at Very High Risk.
To generate income/capital appreciation by investing in equities and equity related instruments of companies in the infrastructure sector. However, there can be no assurance that the investment objective of the scheme will be realized.
Fund manager
Vishal Mishra
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹1000
Minimum investment
₹5000
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Larsen & Toubro Ltd
9.48%
Bharat Electronics Ltd
6.83%
ICICI Bank Ltd
6.40%
NTPC Ltd
5.79%
As the name suggests, Sectoral Funds invest in specific sectors of the economy. These funds are less diversified as they invest entirely in a particular sector; hence, their risk factor also depends on the respective sector’s performance, this carrying high risk. For example, a FMCG fund will only invest in FMCG companies while a tech fund will invest in only tech companies.The aim of these funds is to give investors a chance to benefit from the growth prospects of a particular fund.
This fund is rated 3 stars by Morning Star Ratings.