Vishal Grover / Cafe Owner
INVESTING in opportunities in
the Infrastructure sector can
assist in creating wealth in
the long-run.
Aditya Birla Sun Life Infrastructure Fund
An open ended equity scheme investing
in infrastructure sector
Inception date: Mar 17, 2006
Mutual Funds
Aditya Birla Sun Life
Mutual Fund
With the new Government, there is a strong focus on infrastructure investments, thanks to various new
projects. Therefore, investing in infrastructure related companies can prove to be a winning idea for you.
You can give this winning edge to your portfolio by investing in Aditya Birla Sun Life Infrastructure Fund.
It is an open ended equity scheme investing in infrastructure sector across industries like banking &
financial services, capital goods, cement, construction, power & power equipment, ports,
telecommunication, transportation, etc. However, the Investment Manager may add other sector/group
industries, which broadly satisfy the category of infrastructure industries.
general elections in 2019. In the Union Budget
Investment objective 2018-19, the Government of India has given a
massive push to the infrastructure sector by
The scheme seeks to provide medium to long-term allocating ` 5.97 lakh crore (US$ 92.22 billion) for
capital appreciation by investing predominantly in a the sector.
diversified portfolio of equity and equity related
securities of companies that are participating in the Infrastructure stocks crashed heavily in the a ermath
growth and development of infrastructure in India. of the global financial crisis. Though the broader
markets recovered Infra stocks lagged behind as
there was little effort by the then government to
Why Infrastructure? revive the sector. However, the NDA government
which came into power in 2014 has kept the
infrastructure sector as one of its prime focus areas
As the new government looks to address the policy
and the sector has seen considerable growth since
logjam, an investment led recovery would pave way for
then. Recently the rating agency Ind – Ra revised the
improved manufacturing and service activity. We
outlook on infrastructure sector from negative to
expect the growth mix to improve in favor of
stable for the next fiscal on signs of improvement in
investments (as against consumption) leading to
projects. Hence, Infrastructure as a sector looks
productivity growth over the next 2-3 years. So, we
promising for the next few years.
anticipate near term growth improvement on account
of cyclical reasons, but as better policy landscape starts
to bear fruits, structural recovery would support the Portfolio positioning and
near term growth, thus making a case for a higher diversification:
potential growth rate.
The portfolio is currently diversified across 17 sectors.
India will require investments of over US$ 4.5 trillion by Investments in Aditya Birla Sun Life Infrastructure Fund
2040 for the development of its infrastructure, goes well beyond roads, bridges and power stations. It
according to the Economic Survey 2017-18. The Road also includes critical and diverse sectors like oil & gas,
Transport & Highways Ministry has invested around banking, ports, telecom and steel (since development
`3.17 trillion (US$ 47.7 billion), while the Shipping of these sectors also contributes towards India’s overall
Ministry has invested around ` 80,000 crores (US$ infrastructural growth). Therefore, your investments
12.0 billion) in the past two and a half years for building benefit from the entire nation-building effort.
world class highways and shipping infrastructure in the
country. The Government of India is expected to invest
highly in the infrastructure sector, mainly highways,
renewable energy and urban transport, prior to the
We offer a wide range of Mutual Fund solutions to cater to
your specific investing needs.
To know more about the various solutions, please contact
our advisor or visit our website adityabirlasunlifemf.com
Regular Tax
Savings Wealth
Income Saving
adityabirlacapital.com
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Scheme: This product is suitable for investors who are seeking:
Aditya Birla Sun Life • long term capital growth
Infrastructure Fund • investments in equity and equity related securities of
(An open ended equity companies that are participating in the growth and
scheme investing in development of Infrastructure in India
infrastructure sector)
Investors should consult their financial advisors,
if in doubt about whether the product is suitable for them.
Investors understand that their principal
will be at High risk
The Risk-o-meter(s) specified will be evaluated and updated on a monthly basis. For updated Risk-o-meters kindly
refer to the latest factsheet.
Mutual Fund Investments are subject to market risks,
read all scheme related documents carefully.
