Top PSU Mutual Fund vs Top Infra Mutual Fund in 3 Years: Rs 21,000 monthly SIP has given higher returns in this fund
Top PSU Mutual Fund vs Top Infra Mutual Fund: The top sectoral infrastructure mutual fund on the basis of annualised SIP returns in 3 years has been Bandhan Infrastructure Fund - Direct Plan.
Top PSU Mutual Fund vs Top Infra Mutual Fund: Thematic PSU and Sectoral Infrastructure are the top 2 mutual fund categories in terms of the highest annualised returns (CAGR) in 3 years. While the PSU thematic category has risen by 83.71 per cent in 1 year, its jump in 3 years has been 43.77 per cent. On the other hand, the sectoral infrastructure category has risen by 58.80 per cent and 31.01 per cent in the 1 and 3 years, respectively. In this write-up, we will draw a parallel between the top thematic PSU mutual fund and the top sectoral infrastructure mutual fund in terms of annualised SIP returns (XIRR), and will tell you how Rs 21,000 monthly investment in each of them has panned out in 3 years.
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Top PSU mutual fund in 3 years
The top thematic PSU mutual fund on the basis of annualised SIP returns in 3 years has been Aditya Birla Sun Life PSU Equity Fund - Direct Plan.
Top sectoral infrastructure mutual fund in 3 years
The top sectoral infrastructure mutual fund on the basis of annualised SIP returns in 3 years has been Bandhan Infrastructure Fund - Direct Plan
Aditya Birla Sun Life PSU Equity Fund - Direct Plan
The top PSU fund has given 52.81 per cent annualised SIP returns in the 3-year period. It has assets under management (AUM) of Rs 5,823 crore, while its net asset value (NAV) is Rs 39.4600. Benchmarked against BSE PSU TRI, the fund has given 34.07 per cent annualised returns since its inception in December 2019.
Aditya Birla Sun Life PSU Equity Fund - Direct Plan
With an expense ratio of 0.43 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 500 as the minimum lump sum investment.
Aditya Birla Sun Life PSU Equity Fund - Direct Plan
The fund has 98.22 per cent of its investments in equity. In a portfolio of 42 stocks, the fund has SBI, NTPC, Power Grid, ONGC, GAIL (India), and Coal India as the main investments.
Bandhan Infrastructure Fund - Direct Plan
The fund has given 51.1 per cent annualised SIP returns in the 3-year time frame. It has an asset base of Rs 1,934 crore, while its NAV is Rs 64.5050.
Benchmarked against BSE India Infrastructure TRI, the fund has given 18.53 per cent annualised returns since its inception in January 2013.
Bandhan Infrastructure Fund - Direct Plan
At an expense ratio of 0.85 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
The fund has 83.53 per cent of its investments in equity, while 16.38 per cent are in cash and cash equivalents.
Bandhan Infrastructure Fund - Direct Plan
In a portfolio of 68 stocks, the fund has Kirloskar Brothers, Adani Ports, Larsen & Toubro, and Ahluwalia Contracts India Ltd as the main holdings.
Top PSU Mutual Fund vs Top Infra Mutual Fund: Which has given more on Rs 21,000 monthly SIP in 3 years
A Rs 21,000 monthly SIP in Aditya Birla Sun Life PSU Equity Fund - Direct Plan in 3 years, or a total investment of Rs 7,56,000, has grown to Rs 15,53,253.
Top PSU Mutual Fund vs Top Infra Mutual Fund: Which has given more on Rs 21,000 monthly SIP in 3 years
A Rs 21,000 monthly SIP in Bandhan Infrastructure Fund - Direct Plan has turned into Rs 15,21,178 in the 3-year period.