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Sectoral / ThematicVery High📊 Nifty Infrastructure TRI

UTI Infrastructure Fund · Regular · Growth

UTI Mutual Fund

#117 of 213 (1Y)

NAV

₹144.6203

as of 16 Jun 2026

Expense Ratio

2.22%

AUM

₹2,098 Cr

Viewing Regular · Growth
LowLow toModerateModerateModerately HighHighVery High
Riskometer
Very High
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Lumpsum returns (CAGR)

1Y
+2.32%
3Y
+16.24%
5Y
+15.90%
Since Inception

SIP returns (XIRR)

1Y
+4.95%
3Y
+8.43%
5Y
+13.97%
Since Inception

Returns calculated from 02 February 2018 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Risk Metrics

Trailing 1 year, annualised

-0.10

Sharpe Ratio

+0.01

Alpha

0.47

Beta

-0.10

Sortino

15.22%

Std Dev

-13.23%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Mar 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseUTI Mutual Fund
CategorySectoral / Thematic
BenchmarkNifty Infrastructure TRI ✓
Launch Date30 Jul 2005
AMFI Code102395
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 Mar 2026
Holding% NAV

Investment Objective

UTI Infrastructure Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

UTI Infrastructure Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by UTI Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹2,098 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Infrastructure TRI. The current expense ratio is 2.22%.

Who Should Invest?

  • Aggressive investors comfortable with significant short-term volatility
  • Investors with a long-term horizon of 7+ years who can ride out market cycles
  • SIP investors who can benefit from rupee cost averaging during market fluctuations