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HSBC Infrastructure Fund - Regular Growth is an equity scheme managed by HSBC Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 21.42%, with the bottom and top quartiles at 20.57% and 22.42% respectively. It has ranked in the top half of its category for 8 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.02% on assets of ₹2,413Cr. The fund is currently managed by Mayank Chaturvedi, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 56% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Hindustan Aeronautics Ltd | Industrials | 3.23% |
| Aditya Birla Real Estate Limited | Real Estate | 1.27% |
| Atlanta Electricals Limited | Industrials | 1.09% |
| Tata Motors Limited | Consumer Cyclical | 0.93% |
| Bansal Wire Industries Limited | Basic Materials | 0.92% |
| Jyoti CNC Automation Ltd | Industrials | 0.86% |
| Siemens Energy India Limited | Utilities | 0.85% |
| Bharat Bijlee Limited | Industrials | 0.70% |
| Hi-Tech Pipes Limited | Basic Materials | 0.33% |
| PG Electroplast Limited | Technology | 0.21% |
| GK Energy Limited | Construction | 0.20% |
| Sector | Holdings | Weight |
|---|---|---|
| Aerospace & Defense | 1 | 14.29% |
| Electrical Equipment | 3 | 12.67% |
| Construction | 1 | 11.43% |
| Industrial Products | 2 | 10.71% |
| Power | 2 | 9.91% |
| Telecom - Services | 1 | 6.06% |
| Petroleum Products | 1 | 5.97% |
| Industrial Manufacturing | 1 | 4.69% |
| Cement & Cement Products | 1 | 3.79% |
| Consumer Durables | 1 | 3.28% |
| Non - Ferrous Metals | 1 | 3.02% |
| Transport Services | 3 | 2.98% |
| Finance | 1 | 1.84% |
| Oil | 1 | 1.53% |
| Paper, Forest & Jute Products | 1 | 1.27% |
| Ferrous Metals | 1 | 1.23% |
| Agricultural, Commercial & Construction Vehicles | 2 | 1.17% |
| Realty | 2 | 1.15% |
| Agricultural Commercial & Construction Vehicles | 1 | 0.93% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -12.29% | -1.54% | 13.07% | 52.46% | 73.00% | 71.9% |
| 3Y | 17.78% | 20.57% | 21.42% | 22.42% | 24.19% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 10.4% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 3 data points.
| 5Y |
|---|
| Star |
|---|
| LIC MF Infrastructure Fund-Regular Plan-Growth | LIC Mutual Fund | ₹1,047 Cr | 2.18% | +27.43% | +23.33% | 5★ |
| DSP India T.I.G.E.R. Fund - Regular Plan - Growth | DSP Mutual Fund | ₹5,789 Cr | 1.89% | +25.80% | +23.45% | 5★ |
| CANARA ROBECO INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH OPTION | Canara Robeco Mutual Fund | ₹989 Cr | 2.25% | +23.38% | +22.02% | 4★ |
| Invesco India Infrastructure Fund - Regular Plan - Growth Option | Invesco Mutual Fund | ₹1,457 Cr | 4.40% | +22.16% | +20.25% | 3★ |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Sundaram Mutual Fund | ₹990 Cr | 2.26% | +21.32% | +18.65% | 3★ |
| BANDHAN Infrastructure Fund - Regular Plan - Growth | Bandhan Mutual Fund | ₹1,502 Cr | 2.33% | +19.86% | +18.35% | 2★ |
| SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH | SBI Mutual Fund | ₹4,805 Cr | 1.90% | +18.97% | +18.75% | 2★ |
| Tata Infrastructure Fund-Regular Plan- Growth Option | Tata Mutual Fund | ₹2,084 Cr | 2.07% | +17.06% | +18.50% | 1★ |
| Taurus Infrastructure Fund - Regular Plan - Growth | Taurus Mutual Fund | ₹9 Cr | 2.39% | +15.30% | +12.98% | 1★ |
| Motilal Oswal Infrastructure Fund-Regular-Growth | Motilal Oswal Mutual Fund | ₹131 Cr | 2.47% | — | — | 4★ |