Sectoral Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
3%
Asset Size
423.80 Cr.
(As of 31 May, 2022)
Benchmark
S&P BSE India Infrastructure Index INR
Riskometer
Investors understand that their principal will be at Very High Risk.
To generate capital appreciation by investing in a portfolio that is predominantly constituted of Equity and Equity Related Instruments of infrastructure companies.
Fund manager
Amit Nigam
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹500
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
8.86%
Reliance Industries Ltd
5.31%
KEI Industries Ltd
4.14%
Power Grid Corp Of India Ltd
4.00%
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 5 stars by Morning Star Ratings.