Quant Infrastructure Fund: Leads with a 5-year XIRR of 40.22%, high volatility (standard deviation 17.49%), suitable for aggressive investors.
ICICI Prudential Infrastructure Fund: 5-year XIRR of 40.12%, exceptional Sharpe Ratio of 2.08, low volatility with a max drawdown of -6.68%.
Bandhan Infrastructure Fund: Strong 5-year XIRR at 39.67%, Sharpe Ratio 1.54, moderate volatility, appealing for balanced risk seekers.
DSP India T.I.G.E.R. Fund: 5-year XIRR of 39.07%, solid Sharpe Ratio of 1.79, lower max drawdown of -7.78%, ideal for conservative investors.
LIC MF Infrastructure Fund: 5-year XIRR at 38.52%, high Sharpe Ratio 1.87, low standard deviation of 13.87%, great for stability-focused investors.
| Fund Name | 5Y XIRR | 5Y XIRR Percentile | 3Y XIRR | 3Y XIRR Percentile | 1Y XIRR | 1Y XIRR Percentile | 1Y Return | 3Y Return | 5Y Return |
|---|---|---|---|---|---|---|---|---|---|
| Quant Infrastructure Fund | 40.22 | 100.00 | 33.04 | 23.53 | 18.53 | 5.88 | 56.90 | 27.48 | 35.85 |
| Icici Prudential Infrastructure Fund | 40.12 | 94.12 | 40.71 | 70.59 | 31.98 | 64.71 | 57.43 | 33.44 | 31.62 |
| Bandhan Infrastructure Fund | 39.67 | 88.24 | 42.89 | 94.12 | 36.10 | 82.35 | 66.93 | 29.97 | 31.34 |
| Dsp India T.I.G.E.R. Fund | 39.07 | 82.35 | 42.49 | 88.24 | 37.20 | 88.24 | 63.54 | 32.71 | 29.96 |
| Lic Mf Infrastructure Fund | 38.52 | 76.47 | 44.56 | 100.00 | 49.59 | 100.00 | 71.20 | 32.49 | 29.53 |
| Hdfc Infrastructure Fund | 38.43 | 70.59 | 42.35 | 82.35 | 28.16 | 47.06 | 51.85 | 33.42 | 26.04 |
| Franklin Build India Fund | 37.80 | 64.71 | 41.18 | 76.47 | 32.01 | 70.59 | 58.36 | 30.34 | 29.29 |
| Canara Robeco Infrastructure | 36.88 | 58.82 | 39.25 | 58.82 | 39.49 | 94.12 | 63.99 | 30.09 | 30.12 |
| Invesco India Infrastructure Fund | 36.69 | 52.94 | 39.46 | 64.71 | 32.15 | 76.47 | 62.68 | 28.93 | 31.84 |
| Kotak Infrastructure & Economic Reform Fund | 35.82 | 47.06 | 35.65 | 47.06 | 29.01 | 52.94 | 51.55 | 28.95 | 29.35 |
| Fund Name | Sharpe Ratio | Sortino Ratio | Treynor Ratio | Standard Deviation | Semi Deviation | Max Drawdown | Average Drawdown | VaR 1Y |
|---|---|---|---|---|---|---|---|---|
| Quant Infrastructure Fund | 1.25 | 0.69 | 0.20 | 17.49 | 12.01 | -12.06 | -5.18 | -19.96 |
| Icici Prudential Infrastructure Fund | 2.08 | 1.28 | 0.32 | 13.15 | 9.54 | -6.68 | -2.72 | -14.07 |
| Bandhan Infrastructure Fund | 1.54 | 0.86 | 0.26 | 16.18 | 11.50 | -14.67 | -4.46 | -21.40 |
| Dsp India T.I.G.E.R. Fund | 1.79 | 1.11 | 0.27 | 14.54 | 9.95 | -7.78 | -3.42 | -15.32 |
| Lic Mf Infrastructure Fund | 1.87 | 1.37 | 0.35 | 13.87 | 9.09 | -7.41 | -3.27 | -10.07 |
| Hdfc Infrastructure Fund | 1.67 | 0.93 | 0.25 | 15.74 | 11.30 | -9.60 | -3.87 | -15.81 |
| Franklin Build India Fund | 1.65 | 0.99 | 0.26 | 14.27 | 9.87 | -10.34 | -3.61 | -10.53 |
| Canara Robeco Infrastructure | 1.68 | 1.13 | 0.31 | 14.64 | 9.56 | -9.26 | -3.17 | -12.36 |
| Invesco India Infrastructure Fund | 1.57 | 0.95 | 0.26 | 14.51 | 9.91 | -10.25 | -3.66 | -12.59 |
| Kotak Infrastructure & Economic Reform Fund | 1.85 | 1.17 | NaN | 12.37 | 8.45 | -5.56 | -2.71 | -9.29 |
Infrastructure funds invest in companies involved in building and maintaining physical infrastructure, including sectors like construction, energy, and transportation. These funds are positioned to benefit from India’s focus on infrastructure development and economic reform. In this analysis, we highlight the top-performing Infrastructure funds based on their 5-year XIRR, while also considering risk metrics for balanced decision-making.
The 5-year XIRR (Extended Internal Rate of Return) serves as a benchmark for evaluating a fund’s long-term growth potential. For Infrastructure funds, a high 5-year XIRR reflects the fund’s success in capitalizing on growth opportunities within infrastructure development. Here are the top funds based on this metric.
Quant Infrastructure Fund leads with a 5-year XIRR of 40.22%. The Sharpe Ratio of 1.25 shows reasonable risk-adjusted returns, although the fund’s high standard deviation of 17.49% indicates higher volatility. The max drawdown of -12.06% suggests it can withstand moderate losses during downturns, making it suitable for growth-focused investors with a high-risk tolerance.
ICICI Prudential Infrastructure Fund offers a strong 5-year XIRR of 40.12% and excels in risk-adjusted returns with a Sharpe Ratio of 2.08, among the highest in the category. The lower standard deviation of 13.15% suggests it is less volatile, and the max drawdown of -6.68% makes it one of the most stable options for conservative investors seeking growth in the infrastructure sector.
Bandhan Infrastructure Fund has delivered a strong 5-year XIRR of 39.67%, with a Sharpe Ratio of 1.54, indicating decent risk-adjusted performance. Its standard deviation of 16.18% reflects moderate volatility, while the max drawdown of -14.67% shows resilience during market corrections. This fund is ideal for investors with moderate risk tolerance looking for high returns.
DSP India T.I.G.E.R. Fund offers a 5-year XIRR of 39.07%, complemented by a strong Sharpe Ratio of 1.79. With a standard deviation of 14.54%, this fund provides balanced risk and return, while a max drawdown of -7.78% makes it a resilient choice. It’s suitable for conservative investors looking to capitalize on infrastructure with lower volatility.
LIC MF Infrastructure Fund achieves a strong 5-year XIRR of 38.52% and boasts a high Sharpe Ratio of 1.87, indicating excellent risk-adjusted returns. The fund’s lower standard deviation of 13.87% points to stability, and its max drawdown of -7.41% further enhances its appeal for conservative investors focused on steady returns.
Risk metrics add context to the performance of each fund, allowing investors to assess stability and risk tolerance. Here’s how each metric contributes to our evaluation:
Sharpe Ratio: Indicates risk-adjusted returns. Higher values, like those of ICICI Prudential Infrastructure Fund (2.08) and LIC MF Infrastructure Fund (1.87), signify efficient management of returns relative to risk.
Standard Deviation: Reflects volatility. Lower standard deviations, as seen in ICICI Prudential Infrastructure Fund (13.15%) and LIC MF Infrastructure Fund (13.87%), indicate less fluctuation in returns, appealing to risk-averse investors.
Max Drawdown: Measures the maximum loss from a peak to a trough, showing downside risk. Funds with lower max drawdowns, such as ICICI Prudential Infrastructure Fund (-6.68%) and DSP India T.I.G.E.R. Fund (-7.78%), are generally more resilient in market corrections.
Value at Risk (VaR): Estimates potential loss in extreme scenarios. Quant Infrastructure Fund has a high VaR of -19.96%, suggesting larger potential losses, while Kotak Infrastructure & Economic Reform Fund has a lower VaR of -9.29%, indicating more conservative risk exposure.
ICICI Prudential Infrastructure Fund and LIC MF Infrastructure Fund lead in risk-adjusted returns with their high Sharpe Ratios, making them appealing to conservative investors who prioritize stability. Meanwhile, Quant Infrastructure Fund and Bandhan Infrastructure Fund offer higher returns, catering to more aggressive investors.
For investors focused on stability, ICICI Prudential Infrastructure Fund and DSP India T.I.G.E.R. Fund are standout choices with lower standard deviations and max drawdowns, suggesting lower risk.
The 5-year XIRR highlights the long-term growth of each fund, with Quant Infrastructure Fund and ICICI Prudential Infrastructure Fund delivering some of the highest returns in the category.
Choosing the right Infrastructure fund depends on balancing growth potential with risk tolerance. For aggressive investors, Quant Infrastructure Fund offers high returns with moderate risk. Meanwhile, ICICI Prudential Infrastructure Fund and LIC MF Infrastructure Fund provide a stable profile with excellent risk-adjusted returns, appealing to conservative investors.
Each of these top-performing Infrastructure funds has been evaluated based on returns and risk metrics, offering a range of options to suit diverse investment goals. By analyzing 5-year XIRR and key risk indicators, investors can make informed choices aligned with their financial objectives.