Fund Overview
Fund

Aditya Birla Sun Life BSE India Infrastructure Index Fund

Underlying Index: BSE India InfrastructureISIN: INF209KC1332

9.080.14% (1Y)
End of Day NAV as on Sep 10, 2026
8.38.89.29.710.1Sep 2025Feb 2026Sep 2026

Fundamentals

Asset TypeEquity
Underlying Index TypeThematic Index
No. of Companies30
Market Cap FocusMulti / Flexi Cap
P/E28.05
P/B5.23
Div Yield1.77%
Std Deviation (1 yr)1.07%

Fund Parameters

AUM (Cr)34
Base Expense Ratio0.38%
Tracking Error0.19%
All-In-Cost0.57%
Inception Date04 Dec 2024
Scheme Plan - Option - TypeDirect Plan - Growth - Open ended scheme
Native Score

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Fund NameLast CloseAUM (Cr)Avg Exp RatioTracking Error1M ADTO (Cr)1M Avg NAV GapAll-In-CostScore
58.9330.45%0.68%00.34%1.47%

Similar Index Funds

No similar index funds available for this index

Sectoral Allocation

Total
100%
allocation
  • Power30.4%
  • Infrastructure28.0%
  • Logistics10.0%
  • Finance8.7%
  • Crude Oil8.3%
  • Aviation8.1%
  • Gas Transmission3.4%
  • Capital Goods3.0%
  • Miscellaneous0.2%

Fund Holdings

NameWeight
Larsen & Toubro Ltd.9.9%
Adani Ports and Special Economic Zone Ltd.8.7%
NTPC Ltd.8.5%
Interglobe Aviation Ltd.8.1%
Power Grid Corporation Of India Ltd.6.7%
Oil & Natural Gas Corporation Ltd.6.6%
Adani Power Ltd.4.4%
Kalpataru Projects International Ltd.4.4%
Power Finance Corporation Ltd.4.3%
Rail Vikas Nigam Ltd.3.9%
GAIL (India) Ltd.3.4%
Tata Power Company Ltd.3.3%
REC Ltd.3.2%
NBCC (India) Ltd.3.0%
GMR Airports Ltd.2.6%
IRB Infrastructure Developers Ltd.2.4%
Adani Green Energy Ltd.2.4%
KEC International Ltd.1.9%
NCC Ltd.1.7%
Oil India Ltd.1.7%
JSW Energy Ltd.1.6%
Torrent Power Ltd.1.4%
NHPC Ltd.1.3%
Ircon International Ltd.1.3%
Indian Railway Finance Corporation Ltd.1.1%
The Great Eastern Shipping Company Ltd.1.0%
CESC Ltd.0.5%
Reliance Power Ltd.0.4%
Gujarat Pipavav Port Ltd.0.3%
Tri-Party Repo (TREPS)0.2%
Net Current Asset-0.1%

Holdings Concentration

Total covered: 100%
Top 1–5
5 holdings
42.0%
42%
share
Top 6–10
5 holdings
23.6%
24%
share
Top 11–20
10 holdings
25.6%
26%
share
Beyond 20
10 holdings
8.9%
9%
share

Market Cap Classification

Total
100%
allocation
  • Large Cap67.5%
  • Small Cap16.7%
  • Mid Cap15.7%

Advanced Ratios

Alpha-0.01
Beta0.98
Sharpe Ratio-0.00
Sortino Ratio-0.01
Treynor Ratio-0.01
Information Ratio-0.05
Upside Capture97.10%
Downside Capture99.29%

Index Methodology

Factor BasisSector/Theme
UniverseBSE Large MidCap
WeightageFree-Float Market Cap Weighting; Max weight per stock = 10%, Max weight per individual infra cluster = 30%
Stocks IncludedMin 30 stocks. Top 10 stocks based on float adjusted market capitalization (6-month average), subject to criteria met (points below) from each infra cluster are selected. Criteria: [1] 6-month daily float adjusted market cap>=100cr (for existing consituents, 80cr is baseline), [2] Annualized traded value >=20cr AND turnover ratio greater than or equal to 10% (16cr and 8% for current constituents); [3] Non trading days over last 6 months <5
ExclusionsConstituents moving out of the BSE 500 are excluded; Constituents that no longer meet the eligibility criteria are excluded.

Fund • Last updated: 11/09/2026