Invest In This Top Rated SIP, Given Highest Annualised Return In 3 Year, Rated By Value Research

Despite the stock market's volatility, ordinary investors are placing their bets on sectoral and thematic funds. Unlike equities diversified funds, these funds always involve a higher risk because they bet on the success of a single sector. These funds are cyclical and can see several ups and downs. Infrastructure funds are among the best performers on the return tables. The increasing government focus and funding in the industry can be ascribed to this development.

Quant Infrastructure Fund (Direct Plan-Growth)

This is an Equity Infrastructure category mutual fund scheme from Quant Mutual Fund. The fund predominantly invests in the shares of companies engaged in infrastructure-related activities or is expected to benefit from them. The scheme has worth Rs 583 Crore of Asset Under Management, and an expense ratio of 0.64%, as of 30 April 2022. It is an open-ended and highly risky rated equity fund. 

 
Value Research has rated this fund 5-star. The fund's benchmark is NIFTY Infrastructure TRI. Its risk grade is Average. It follows the investment strategy of equity and equity-related instruments for long term gains. As mentioned these equity instruments are shares of companies engaged in infrastructure-related activities. 

 
One can start investment in this fund with the minimum required amount of Rs 5,000 for lump-sum investment or on time investment, whereas, to start SIP in this fund, the minimum amount required is Rs 1,000. For additional investment, it is Rs 1,000 as well. It has given a lock-in period. However, it charges 0.5% for redemption within 90s days of the investment. 

Returns

Lump-Sum Annualised Returns 

Since its launch, the fund has given 16.09% annual average returns. 

1-Y	3-Y	5-Y	7-Y
23.18	33.26	22.05	17.94

SIP Annualised Returns

1-Y	3-Y	5-Y
7.25	48.47	31.42

Portfolio

As the fund is an equity fund, it has the majority of equity investments. Vedanta, Larsen & Toubro, Adani Enterprises, Piramal Enterprises, Tata Communications, NTPC, Ambuja Cements, and Linde India are some of the top holdings in the fund. 

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme related Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.