HDFC Infrastructure Fund SIP Calculator
Calculate historical returns and project future compounding for HDFC Infrastructure. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Sectoral/Thematic (Infrastructure)
AUM
₹1,06,496 crore
Expense Ratio
1.34% (Direct)
Fund Manager
Srinivas Rao Ravuri
HDFC Infrastructure Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 13.2% CAGR | 5 Years @ 18.3% CAGR | 10 Years @ 11.6% CAGR |
|---|---|---|---|
| ₹1,000/mo | ₹44,382 Invested: ₹36,000 | ₹98,530 Invested: ₹60,000 | ₹2,26,749 Invested: ₹1,20,000 |
| ₹2,500/mo | ₹1,10,956 Invested: ₹90,000 | ₹2,46,325 Invested: ₹1,50,000 | ₹5,66,874 Invested: ₹3,00,000 |
| ₹5,000/mo | ₹2,21,912 Invested: ₹1,80,000 | ₹4,92,651 Invested: ₹3,00,000 | ₹11,33,747 Invested: ₹6,00,000 |
| ₹10,000/mo | ₹4,43,824 Invested: ₹3,60,000 | ₹9,85,302 Invested: ₹6,00,000 | ₹22,67,494 Invested: ₹12,00,000 |
| ₹25,000/mo | ₹11,09,561 Invested: ₹9,00,000 | ₹24,63,254 Invested: ₹15,00,000 | ₹56,68,736 Invested: ₹30,00,000 |
* Projections calculated using actual historical 3-year (13.23%), 5-year (18.31%), and 10-year (11.59%) performance data. Actual mutual fund returns fluctuate with market NAV.
About HDFC Infrastructure Fund
A thematic equity fund investing in Indian infrastructure, power, capital goods, and construction companies.
Investment Strategy
Focuses on capital expenditure growth, government infrastructure allocation, and industrial order book expansions.
Key Facts
- Focuses on infrastructure and capex plays
- Expense ratio: 1.34% (Direct)
- Benchmark: BSE India Infrastructure TRI
Historical Returns
3-Year CAGR
13.23%
5-Year CAGR
18.31%
10-Year CAGR
11.59%
Benchmark
BSE India Infrastructure TRI
Returns are illustrative based on historical performance. Actual returns may vary. Verify with AMC before investing.
Top Holdings & Sector Allocation
As of September 2026, HDFC Infrastructure's portfolio includes:
Top 5 Holdings
- Larsen & Toubro
- NTPC Ltd
- Power Grid Corp
- Bharti Airtel
- UltraTech Cement
Sector Allocation
Who Is This Fund Suitable For?
Ideal for aggressive thematic investors looking to capitalize on India's infrastructure development cycle.
More Funds from HDFC & Similar Schemes
Similar Funds to Consider
- ICICI Prudential Infrastructure Fund
- Kotak Infrastructure & Economic Reform Fund
Or compare side by side using our main SIP calculator — you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for HDFC Infrastructure Investors
- FIRE Calculator — Plan your retirement corpus with HDFC Infrastructure as part of your portfolio
- Cost of Delay Calculator — See how much delaying your SIP in HDFC Infrastructure could cost you
- SIP vs EMI Calculator — Compare investing in HDFC Infrastructure vs paying off loans
Frequently Asked Questions About HDFC Infrastructure
What is the historical SIP return of HDFC Infrastructure?
Based on the latest data, HDFC Infrastructure has delivered an annualized return (CAGR) of 13.23% over 3 years, 18.31% over 5 years, and 11.59% over 10 years. Past performance does not guarantee future results.
How is HDFC Infrastructure SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would ₹5,000 monthly SIP in HDFC Infrastructure generate over 5 years?
At an estimated annual return rate of 18.31%, a monthly ₹5,000 investment (₹3,00,000 total invested) would grow to approximately ₹4,92,651 in 5 years, yielding an estimated wealth gain of ₹1,92,651. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in HDFC Infrastructure?
HDFC Infrastructure's top holdings include Larsen & Toubro, NTPC Ltd, Power Grid Corp, and Bharti Airtel. The fund's sector allocation is diversified across multiple sectors.
What is the risk profile of HDFC Infrastructure?
HDFC Infrastructure is a Sectoral/Thematic (Infrastructure) fund with moderate to high risk depending on market conditions. Investors should assess their risk tolerance before investing..
What are the tax implications of investing in HDFC Infrastructure?
Gains from HDFC Infrastructure are subject to capital gains tax. Equity funds held over 1 year qualify for LTCG at 12.5% on gains above ₹1.25 lakh per year. Consult a tax advisor for your specific situation.
Data last updated: September 2026 | Fund data sourced from AMFI and BSE public APIs
Ready to check HDFC Infrastructure returns?
Use our free calculator with real historical NAV data — no sign-up needed.
Open HDFC Infrastructure SIP Calculator →