How Rs 10 Thousand Monthly SIP Since 2007 Turned Into Rs 90 Lakh Now by Mutual Fund Quant Infrastructure Fund

If your goal is long-term wealth creation, staying invested consistently is key. While many investors rely on past performance before making investment decisions, it is important to also consider other key factors like the fund house's reputation, the track record of fund managers, and the type of fund. One such scheme that draws attention under these considerations is the Quant Infrastructure Fund.

Quant Infrastructure Fund is a sectoral mutual fund launched on September 20, 2007. The fund currently manages assets worth Rs. 3,158 crore and is benchmarked against the Nifty Infrastructure TRI index.

Key Stocks in Quant Infrastructure Fund Portfolio

Some of the major stocks in the fund's portfolio include Larsen & Toubro (L&T), Reliance Industries (RIL), Tata Power, ITC, Afcons Infrastructure, Samvardhana Motherson, LIC, Kalyani Steels, Adani Power, and ONGC.

How Quant Infrastructure Fund Performs? A Look at Past returns of Quant Infra Fund

The Quant Infrastructure Fund has shown a mixed performance in recent times but continues to deliver robust returns over the long term. If an investor has started a Systematic Investment Plan (SIP) of minimum Rs.10,000 per month in this fund, here is how it returned in past:

In past one year, the fund recorded a decline, with a Systematic Investment Plan (SIP) of Rs. 10,000 per month amounting to Rs. 1.2 lakh now valued at Rs. 1.05 lakh, reflecting a negative return of 22.3%. However, the fund has managed to bounce back in the medium and long term.

Over a three-year period, a total SIP investment of Rs. 3.6 lakh would have grown to Rs. 4.52 lakh, delivering a healthy annualised return of 15.55%. The performance improves significantly over five years, where Rs. 6 lakh invested would have turned into Rs. 11.78 lakh, offering a strong return of 27.49% per annum.

Investors who stayed invested for seven years would have seen their total contribution of Rs. 8.4 lakh grow to Rs. 21.58 lakh, marking an annualised return of 26.59%.

However, the most notable performance comes from those who invested via SIP since the fund's inception on September 20, 2007. A consistent monthly investment of Rs. 10,000 over 18 years, amounting to Rs. 14.7 lakh, would have grown to an impressive Rs. 90 lakh, delivering an annualised return of 14.78%.

Note: This story is for informational purposes only, it should not be considered as investment advice.