UTI Infrastructure Fund

March 30, 2026 RA Jainee Leave a reply

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UTI Infrastructure Fund

⚖️ Sahifund Review – UTI Infrastructure Fund ✔

PLUS: Stability, track record, category relevance
UTI Infrastructure Fund carries a reasonably long operating history, which gives investors a fair view of how the fund behaves across different market cycles. Its 3-year and 5-year returns are still respectable in absolute terms, showing that the fund has benefited from India’s long-term infrastructure growth theme. The portfolio is spread across 60 stocks, which reduces single-stock risk and offers better diversification within the theme. The fund also suits SIP investors better than lump-sum investors, especially in cyclical sectors like infrastructure where timing becomes very important. Backed by UTI Mutual Fund, the scheme gets the comfort of an established AMC and an experienced research-backed process.

MINUS: Weak recent performance, peer underperformance, expensive structure
The biggest concern is that the fund has clearly lagged both its benchmark and category peers across 1-year, 3-year, 5-year and even 10-year periods, which weakens its competitive appeal. Its 1-year return of just 0.73% looks dull for a high-risk thematic product, especially when stronger peers have delivered much better gains. The expense ratio of 1.95% is also on the higher side compared to rival infrastructure funds, reducing net investor returns. The portfolio has a large-cap heavy tilt, which can make it relatively slower during aggressive mid/small-cap infrastructure rallies. Also, as a pure thematic fund, it remains vulnerable to sector cycles and can witness sharp underperformance when infrastructure as a theme falls out of favour.

Sahifund View (Decisive Line):
UTI Infrastructure Fund is more of a “hold if you already own it” fund than a “fresh buy with conviction” fund at current comparative performance levels.

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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 seeks to provide long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged either directly or indirectly in the infrastructure areas of the Indian economy. 

Fund Manager: 

1) Deepesh Agarwal 
Education: Mr. Agarwal is B.Com, C.A and CFA. 
Experience: Prior to joining UTI Mutual Fund, he has worked with Ambit Capital, Hexaware Technologies, Mahajan & Aibara and MVK Associates. 
2) Sachin Trivedi 
Education: Mr. Sachin Trivedi is a CFA. 
Experience: He began his career in June 2001, with UTI AMC. He has more than 13 years of experience in research and portfolio management. Presently, he leads the Equity research in the capacity of Head – Research. He is also a fund manager 

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