Nippon India Power and Infra Fund SIP Calculator
Calculate historical returns and project future compounding for Nippon India Power & Infra. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Sectoral/Thematic (Infrastructure)
AUM
₹8,137 Cr
Expense Ratio
1.1%
Fund Manager
Rahul Modi, Kinjal Desai
Nippon India Power & Infra Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 17.4% CAGR | 5 Years @ 19.8% CAGR | 10 Years @ 17.7% CAGR |
|---|---|---|---|
| ₹1,000/mo | ₹47,497 Invested: ₹36,000 | ₹1,02,707 Invested: ₹60,000 | ₹3,30,330 Invested: ₹1,20,000 |
| ₹2,500/mo | ₹1,18,743 Invested: ₹90,000 | ₹2,56,769 Invested: ₹1,50,000 | ₹8,25,824 Invested: ₹3,00,000 |
| ₹5,000/mo | ₹2,37,486 Invested: ₹1,80,000 | ₹5,13,537 Invested: ₹3,00,000 | ₹16,51,648 Invested: ₹6,00,000 |
| ₹10,000/mo | ₹4,74,972 Invested: ₹3,60,000 | ₹10,27,074 Invested: ₹6,00,000 | ₹33,03,295 Invested: ₹12,00,000 |
| ₹25,000/mo | ₹11,87,430 Invested: ₹9,00,000 | ₹25,67,686 Invested: ₹15,00,000 | ₹82,58,238 Invested: ₹30,00,000 |
* Projections calculated using actual historical 3-year (17.38%), 5-year (19.75%), and 10-year (17.72%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Nippon India Power and Infra Fund
A thematic infrastructure fund investing in power utilities, capital goods, renewables and construction companies driving India's infrastructure build-out.
Investment Strategy
Concentrated exposure to infrastructure and power names — Reliance, L&T, NTPC, BHEL and renewable players — riding the capital expenditure and energy transition cycle.
Key Facts
- India's largest power & infra themed fund at ₹8,000+ crore
- Ranks among the best performing infrastructure funds over 5 years (23.1% CAGR)
- Benchmark: NIFTY Infrastructure TRI
- Expense ratio: 1.13% (Direct)
Historical Returns
3-Year CAGR
17.38%
5-Year CAGR
19.75%
10-Year CAGR
17.72%
Benchmark
NIFTY Infrastructure TRI
Returns are illustrative based on historical performance. Actual returns may vary. Data as of August 2026. Verify with AMC before investing.
Top Holdings & Sector Allocation
As of September 2026, Nippon India Power & Infra's portfolio includes:
Top 5 Holdings
- Reliance Industries
- Larsen & Toubro
- NTPC Ltd
- NTPC Green Energy
- Bharat Heavy Electricals
Sector Allocation
Power utilities (NTPC, NTPC Green, BHEL) and capital goods (L&T, Triveni Turbine) dominate, with conglomerate exposure through Reliance Industries.
Risk & Drawdowns
High volatility — annualized standard deviation ~19% — as thematic funds concentrate in a cyclical sector.
The fund fell over 45% in the March 2020 crash and also suffered during the 2022 energy selloff, but recovered strongly on the infra capex revival.
Tax Treatment
Equity fund — LTCG at 12.5% on gains above ₹1.25 lakh per year; STCG at 20%.
Who Should NOT Invest in Nippon India Power & Infra?
Investors who already hold infrastructure-heavy portfolios (L&T, NTPC, power stocks) or who need diversified equity exposure.
About the Fund Manager
Rahul Modi has managed the fund since August 2024, with Kinjal Desai on the team; the fund's strategy is anchored by Nippon's equity CIO Sailesh Raj Bhan.
Who Is This Fund Suitable For?
Suitable for aggressive thematic investors with a 7+ year horizon who want concentrated exposure to India's capex and power supercycle.
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- FIRE Calculator — Plan your retirement corpus with Nippon India Power & Infra as part of your portfolio
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Frequently Asked Questions About Nippon India Power & Infra
What is the historical SIP return of Nippon India Power & Infra?
Based on the latest data, Nippon India Power & Infra has delivered an annualized return (CAGR) of 17.38% over 3 years, 19.75% over 5 years, and 17.72% over 10 years. The fund fell over 45% in the March 2020 crash and also suffered during the 2022 energy selloff, but recovered strongly on the infra capex revival.
How is Nippon India Power & Infra 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 Nippon India Power & Infra generate over 5 years?
At an estimated annual return rate of 19.75%, a monthly ₹5,000 investment (₹3,00,000 total invested) would grow to approximately ₹5,13,537 in 5 years, yielding an estimated wealth gain of ₹2,13,537. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Nippon India Power & Infra?
Nippon India Power & Infra's top holdings include Reliance Industries, Larsen & Toubro, NTPC Ltd, and NTPC Green Energy. The fund's sector allocation is Power utilities (NTPC, NTPC Green, BHEL) and capital goods (L&T, Triveni Turbine) dominate, with conglomerate exposure through Reliance Industries..
What is the risk profile of Nippon India Power & Infra?
High volatility — annualized standard deviation ~19% — as thematic funds concentrate in a cyclical sector. This fund may not be suitable for investors who already hold infrastructure-heavy portfolios (l&t, ntpc, power stocks) or who need diversified equity exposure..
What are the tax implications of investing in Nippon India Power & Infra?
Equity fund — LTCG at 12.5% on gains above ₹1.25 lakh per year; STCG at 20%.
Data last updated: September 2026 | Fund data sourced from AMFI and BSE public APIs
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