Semiconductor Mutual Funds: The Indian government has approved plans to launch its first domestically produced state-of-the-art chips within the next few years, marking a significant leap into semiconductor production. This marks a turning point as the country transitions from being a semiconductor consumer to an active participant in the global supply chain.

With the backing of policy through the ‘Make in India’ effort and the Semicon India program, as well as increasing demand from sectors like artificial intelligence, electric vehicles, 5G, and smart devices, India’s semiconductor story is rapidly evolving into a promising investment opportunity.

Top 3 Semiconductor Mutual Funds to Invest:

1. Motilal Oswal Flexi Cap Fund:
Motilal Oswal Flexi Cap Fund is not a focused fund but a diversified mutual fund that invests across market caps and sectors. This fund was launched in April 2014. As of August 2025, its closing AUM stood at ₹136.8 billion. The portfolio is spread across large-cap, mid-cap, and small-cap stocks.

The fund follows a flexible mandate and invests in sectors like infrastructure, manufacturing, and consumption. According to the portfolio, Motilal Oswal Flexi Cap Fund has invested around 17.52% in semiconductor stocks, making it one of the highest allocations. This is considered one of the best mutual funds to invest in if you are looking for exposure to semiconductors.

2. Canara Robeco Infrastructure Fund:
Canara Robeco Infrastructure Fund is a thematic fund focused entirely on India’s infrastructure development. It was launched in September 2005. As of August 2025, its AUM stood at ₹8.89 billion. The portfolio is diversified across large-cap, mid-cap, and small-cap stocks.

Also Read: Stock Market vs Mutual Funds: Which is Better?

According to the portfolio, this fund has allocated around 12.3% of its AUM to semiconductor stocks, and it is considered one of the best mutual funds for those planning to invest in semiconductors.

3. HSBC Infrastructure Fund
HSBC Infrastructure Fund is not strictly a thematic fund but focuses on urban development while also investing across multiple sectors. It was launched in January 2008. As of August 2025, its AUM stood at ₹227.8 million. The portfolio is diversified across large-cap and small-cap stocks, with limited exposure to mid-caps.

According to the portfolio, this fund has invested around 10.6% in semiconductor stocks. Along with urban development, the fund also focuses on financial health. It is seen as one of the better mutual funds for long-term investors seeking exposure to semiconductors.

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