Best Performing Infra Fund: Motilal Oswal Infrastructure Fund Delivers Over 10% Return in a Month

Motilal Oswal Infrastructure Fund has recently drawn attention by delivering over 10% return in a single month. As an open-ended equity scheme with an infrastructure focus, the fund seeks to tap into the long-term growth prospects of India’s expanding physical and economic backbone. This informational piece explores the fund’s structure, performance, and positioning within the thematic category.

Infrastructure Focus with a Long-Term Growth Strategy

Motilal Oswal Infrastructure Fund is built around the objective of achieving long-term capital appreciation. It does so by investing predominantly in companies engaged in infrastructure-related businesses. These include firms involved in construction, transportation, utilities, defence manufacturing, and other supporting industries that benefit from public and private investment in infrastructure.

Best Performing Infra Fund Over 10% Returns

The fund recorded a 10.51% return in the last month alone, making it one of the top-performing thematic funds in the infrastructure category as of June 13, 2025. 

Key Scheme Details for Investor Awareness

Motilal Oswal Infrastructure Fund is accessible and structured to cater to a wide segment of investors interested in infrastructure as a theme.

• Type: Open-ended equity scheme with infrastructure theme
   
• Minimum investment amount: ₹500 and in multiples of ₹1 thereafter
   
• Minimum redemption amount: ₹500 or balance, whichever is lower
   
• Entry load: Nil
   
• Exit load: 1% if redeemed within 3 months, nil thereafter
   

These parameters allow ease of entry and exit without major cost implications in the medium to long term.

Top 3 Sector Allocation 

The fund’s portfolio highlights a focused approach towards infrastructure-driven sectors. Its top 3 sectoral allocations as per the latest data are:

• Electrical Equipment: 29.1%
   
• Aerospace and Defence: 8.3%
   
• Healthcare Services: 7.6%

Asset Base and Scheme Scale

As of May 2025, the scheme’s assets under management stood at ₹30.27 crore. The average monthly asset under management for the same period was ₹15.79 crore.

Read More: Mutual Fund Schemes with Less Than 10% Return Over the Past Decade! 

Investment Objective and Thematic Approach

The core objective of the fund is to deliver long-term capital gains through investments in equity and equity-related instruments of infrastructure-oriented companies. The thematic nature of the fund means it aligns with macro trends, including government infrastructure spending, policy reforms, and economic expansion.

Conclusion

Motilal Oswal Infrastructure Fund has emerged as a notable performer within the infrastructure fund category. With a strong one-month return, focused sector allocations, and a strategy built around India’s infrastructure growth story, it reflects the potential of thematic equity funds during momentum phases. 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.