January 24, 2026
RA Jainee
Mirae Asset Nifty India Infrastructure & Logistics ETF | Growth
📌 Fund Snapshot & Key Details
| Particulars | Details |
|---|---|
| Fund House | Mirae Asset Mutual Fund |
| Scheme Type | Open-ended |
| Category | Equity: Thematic – Infrastructure |
| Benchmark | Nifty India Infrastructure & Logistics TRI |
| NFO Opens | 27 January 2026 |
| NFO Closes | 09 February 2026 |
| Plan / Option | Growth |
| Minimum Investment (Rs.) | 5,000 |
| Exit Load | 0 |
| Lock-in Period | NA |
| Riskometer | Very High |
| Registrar | KFin Technologies Ltd. |
⚖️ Sahifund NFO Review
Mirae Asset Nifty India Infrastructure & Logistics ETF | Growth
PLUS
• Direct exposure to India’s infrastructure and logistics capex cycle
• Broad basket of 100 stocks, reducing single-stock risk
• Government-led infra push, railways, roads, ports and logistics reforms act as structural tailwinds
• Passive ETF structure ensures transparency and low manager bias
• No exit load; suitable for long-term holding
MINUS
• Highly cyclical theme; returns can be volatile and uneven
• Elevated valuations (P/E ~30) cap near-term upside
• Strong correlation with broader markets during risk-off phases
• Dividend yield remains low, offering limited downside cushion
• Not suitable as a core equity allocation
Sahifund View
A high-beta thematic ETF best suited as a satellite allocation for investors who want to ride India’s infrastructure and logistics growth cycle with patience.
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⏱️ Last Updated: 27 January 2026, 10.00 AM
📊 Sahifund Interpretation of the Benchmark –
Nifty India Infrastructure & Logistics TRI
The Nifty India Infrastructure & Logistics TRI captures 100 companies from the Nifty 500 universe aligned to infrastructure and logistics, with individual stock weights capped at 5% and industry weights capped at 20%.
Historically, the index has delivered strong medium-to-long-term returns (5Y TRI ~26%), but with higher volatility and sensitivity to government spending cycles, interest rates, and commodity prices.
Sahifund Insight:
This benchmark performs best during sustained capex and economic upcycles, but patience is required during consolidation phases.
👤 Sahifund Interpretation of Fund Managers & Their Performance
Akshay Udeshi
Experience across ETFs and asset-allocation products. His past ETF performance reflects close tracking of benchmarks, which is the key success factor for a passive strategy.
Ritesh Patel
Brings governance, compliance and execution strength. In ETF structures, his role supports tracking efficiency and operational discipline, not alpha generation.
Sahifund Assessment:
For this ETF, investor outcomes will be driven primarily by infrastructure cycle timing and tracking error management, rather than fund-manager discretion.
🎯 Suitable for Which Investors?
Suitable if you:
• Believe in India’s long-term infrastructure & logistics growth story
• Have a 5–7 year or longer investment horizon
• Want thematic exposure alongside diversified equity funds
• Can tolerate higher volatility and interim underperformance
Avoid if you:
• Prefer stable or low-volatility returns
• Are investing for the short term
• Already have heavy exposure to infra/capex stocks
• Want regular income or downside protection
❓ Should You Invest in This NFO?
Yes, selectively.
This NFO works best as a satellite thematic allocation for investors with strong conviction in India’s infrastructure-led growth. It should complement, not replace, diversified equity funds.
Final Word:
A pure play on India’s capex story — rewarding over cycles, but demanding discipline and time.
⚠️ Disclaimer
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
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