April 28, 2026
RA Jainee
Aditya Birla (ABSL) Infrastructure Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 111.99 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 46.94 |
| Min. Investment (Rs.) | 1,000 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Infrastructure TRI |
| AUM Rs. | 1,001 Cr |
| (As on 31-Mar-2026) | |
| Expense | 1.46% |
| 1 Year Return (%) | 15.22 |
| 3 Year Return (%) | 23.88 |
| 5 Year Return (%) | 22.37 |
| 10 Year Return (%) | 16.18 |
| Return Since Launch | 15.56% |
⚖️ Sahifund Review – Aditya Birla Sun Life Infrastructure Fund ✔
PLUS:
• Strong long-term track record with ~16% 10-year returns, reflecting stability
• Consistent outperformance vs category in 1-year timeframe
• Well-diversified portfolio (~59 stocks) within infrastructure theme
• Exposure across large, mid and small cap infra players adds balance
• Suitable for SIP investors aiming to benefit from India’s infra growth cycle
• Backed by experienced fund house Aditya Birla Sun Life Mutual Fund
• Good participation in cyclical upturns (infra capex, government spending)
• Category relevance high during economic expansion phases
MINUS:
• Underperformance vs benchmark over longer periods (3Y/5Y lag vs index & peers)
• Sectoral concentration risk (Top 3 sectors ~74%) increases volatility
• High expense ratio (~1.46%) compared to peers
• Returns highly cyclical – dependent on infra capex cycle
• Weak relative ranking over longer duration despite decent returns
• Moderate turnover (~44%) may impact consistency
• Not suitable for conservative investors due to high volatility
• Narrow theme limits diversification vs flexi/multicap funds
Sahifund View (Decisive Line):
A cyclical opportunity fund best suited for tactical allocation during infra upcycle, but long-term investors may prefer diversified equity funds for stability.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Nobody should invest in Infrastructure funds in our opinion, because:
• They have a narrow focus on only infrastructure related companies
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
The scheme aims to provide medium to long-term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of companies that are participating in the growth and development of infrastructure in India. The scheme may also invest a small portion of its corpus in money market instruments & in ADG/GDR.
Fund Manager:
1) Jonas Bhutta
Education: Mr. Bhutta has done B.Com and MBA, Finance
Experience: Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Phillip Capital (India) Pvt Ltd, DSP Merrill Lynch, Daiwa Securities SMBC, Prabhudas Lilladher and HDFC Securities
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 500 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 30 days |
Basic Details of Aditya Birla (ABSL) Infrastructure Fund
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 15.56% |
| Benchmark | NIFTY Infrastructure TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,001 Cr |
| (As on 31-Mar-2026) | |
| Expense | 1.46% |
| (As on 31-Mar-2026) | |
| Risk Grade | Average |
| Return Grade | Below Average |
| Turnover | 44.00% |
Aditya Birla Infrastructure Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL Infrastructure Dir | 6.68 | -0.74 | 14.38 | 13.66 | 5.70 | 15.22 | 23.88 | 22.37 | 18.88 | 16.18 |
| BSE India Infrastructure TRI | 7.54 | -0.19 | 16.96 | 14.95 | 4.13 | 7.33 | 31.25 | 26.88 | 20.18 | 17.58 |
| Equity: Thematic-Infrastructure | 3.72 | -0.81 | 11.86 | 11.18 | 2.15 | 10.43 | 25.04 | 23.98 | 20.17 | 17.55 |
| Rank within category | 4 | 9 | 4 | 9 | 4 | 5 | 13 | 15 | 14 | 15 |
| Number of funds in category | 23 | 23 | 23 | 23 | 22 | 21 | 19 | 19 | 19 | 19 |
Peer Comparison of Aditya Birla Infrastructure Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| ABSL Infrastructure Dir | 2 star | 15.22 | 23.88 | 22.37 | 1.46 | 1,001 | 15.56 | 1.00 (30) | 13Y 3M | 44.00 |
| ICICI Pru Infrastructure Dir | 5 star | 9.87 | 25.38 | 28.29 | 1.18 | 7,554 | 16.58 | 1.00 (15) | 13Y 3M | 61.00 |
| DSP India T.I.G.E.R. Dir | 4 star | 17.35 | 28.79 | 27.00 | 0.89 | 4,979 | 16.78 | 1.00 (364) | 13Y 3M | 22.00 |
| Franklin Build India Dir | 5 star | 10.85 | 27.99 | 26.26 | 0.99 | 2,858 | 20.89 | 1.00 (365) | 13Y 3M | 22.32 |
| HDFC Infrastructure Dir | 4 star | 5.37 | 26.65 | 26.09 | 1.19 | 2,132 | 12.32 | 1.00 (30) | 13Y 3M | 12.21 |
Aditya Birla (ABSL) Infrastructure Fund Portfolio
| No. of Stocks | 59 |
| Top 10 Stocks | 37.94% |
| Top 5 Stocks | 25.64% |
| Top 3 Sectors | 74.45% |
| Portfolio P/B Ratio | 3.41 |
| Portfolio P/E Ratio | 25.93 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 83,977 | 1,26,660 |
| Giant (%) | — | — |
| Large (%) | 48.64 | 57.82 |
| Mid (%) | 19.15 | 16.70 |
| Small (%) | 32.21 | 28.19 |
| Tiny (%) | — | — |
Apply Online: https://mutualfund.adityabirlacapital.com/help-centre/invest-now OR https://mutualfund.adityabirlacapital.com/portal/investor/login
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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