A comprehensive comparison of three infrastructure-focused mutual funds reveals significant differences in wealth creation potential. According to reports from Personal Finance News, an annual investment of ₹60,000 through SIPs could have grown into substantial corpus over a 10-year period. ICICI Prudential Infrastructure Fund delivered the highest SIP corpus, with a monthly SIP of ₹5,000 growing to approximately ₹17.32 lakh over 10 years. DSP India T.I.G.E.R Fund followed closely with the same investment amount accumulating to around ₹17.23 lakh, while SBI Infrastructure Fund generated about ₹14.62 lakh during the same period.
Recent performance data shows clear leadership among the three funds in different timeframes. As reported by Personal Finance News, DSP India T.I.G.E.R Fund has demonstrated exceptional performance with 13.18% returns in the last one year and 25.79% annualised returns over three years, significantly outperforming its benchmark. ICICI Prudential Infrastructure Fund maintained steady performance with 21.94% annualised returns over three years and 23.71% over five years, while SBI Infrastructure Fund delivered 19.13% returns over three years and 18.84% over five years.
The funds differ significantly in their investment approach and sector allocation. According to the comparison data, ICICI Prudential Infrastructure Fund maintains a diversified portfolio with exposure to infrastructure, capital goods, aviation and real estate sectors. SBI Infrastructure Fund has a relatively larger allocation towards power, oil & gas and capital goods companies. DSP India T.I.G.E.R Fund stands out with the highest AUM of ₹5,788.63 crore compared to ICICI Prudential's ₹8,311.08 crore and SBI's ₹4,804.69 crore. All three funds are regular plans with growth options and have exit loads ranging from 0.5% to 1% depending on the fund.
The wealth creation analysis reveals substantial differences in returns across the funds. As reported by Personal Finance News, while both ICICI Prudential Infrastructure Fund and DSP India T.I.G.E.R Fund created more than ₹11 lakh in gains over the invested amount, SBI Infrastructure Fund generated around ₹8.6 lakh. The comparison highlights how returns can vary significantly even within the same sector theme, with sectoral funds generating substantial wealth during favourable market cycles but showing different performance patterns across funds with similar investment themes.
