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"SIP Investment Insights: How ₹5,000 Monthly Can Grow into Crores with Smart Planning"

Top-Performing Mutual Funds in Infrastructure and Equity Segments Over Three Years

As investors continue to explore lucrative options for long-term wealth creation, mutual funds in the infrastructure and equity sectors have demonstrated impressive returns over the past three years. Here's a look at some of the standout performers:

1. Aditya Birla Sun Life PSU Equity Fund - Direct Growth

Category: Public Sector Equity (PSU)

Minimum Investment: ₹100

Category Return: 36.30% (benchmark range up to 38.51%)

Overall Returns (3-Year Period): 37.04%

This fund has emerged as a leading choice for investors seeking exposure to public sector equities, showing consistent growth aligned with sectoral trends.

2. ICICI Prudential Infrastructure Fund - Direct Growth

Category: Infrastructure

Minimum Investment: ₹100

Category Return: 22.51% (benchmark range up to 34.40%)

Overall Returns (3-Year Period): 34.40%

Targeting India's infrastructure boom, this fund provides stable returns for those looking to capitalize on the country's development projects.

3. HDFC Infrastructure Fund - Direct Plan Growth

Category: Infrastructure

Minimum Investment: ₹100

Category Return: 22.51% (benchmark range up to 34.40%)

Overall Returns (3-Year Period): 33.44%

Aimed at infrastructure investments, this fund offers a robust option for investors focusing on medium- to long-term horizons.

4. DSP Infrastructure Growth and Economic Reforms Fund - Direct Growth

Category: Infrastructure and Economic Reforms

While specific returns data isn't displayed, this fund complements a diversified portfolio aimed at benefiting from India's structural reforms and growth in the infrastructure sector.

Key Highlights:

All funds displayed a minimum investment threshold of ₹100, making them accessible to a wide audience.

The focus on infrastructure and PSU sectors aligns with the growth potential driven by government initiatives and economic reforms.

These funds cater to investors looking for sector-specific growth with the potential for high returns over a three-year period.

Investor Takeaway: These mutual funds underscore the resilience and growth opportunities in India's infrastructure and public sector domains. Prospective investors should assess their risk appetite and investment horizon before committing, as sector-specific funds may exhibit volatility. Consulting with a financial advisor is advised to ensure alignment with financial goals.

Details of the SIP :

1. First Scenario:

Monthly SIP Amount: ₹5,000

Expected Annual Return: 22%

Investment Duration: 20 years

Estimated Growth (Final Value): ₹2.15 Crore

Total Investment (Principal): ₹12.0 Lakh

2. Second Scenario:

Monthly SIP Amount: ₹5,000

Expected Annual Return: 19%

Investment Duration: 21 years

Estimated Growth (Final Value): ₹1.65 Crore