India, July 28 -- With India's semiconductor push gathering pace the new fabs, OSAT units, and chip design hubs, many investors want in on the theme. And each of these mentioned funds touches the semiconductor ecosystem through a few key stocks in its portfolio holdings.

1. Canara Robeco Infrastructure Fund (Direct Growth) This is an infrastructure fund with its semiconductor exposure coming from CG Power (5.01%) which is building out OSAT capabilities, and Bharat Electronics (4.04%), a defense electronics and growing indigenous chip and requirements for component sourcing.

NAV: Rs190.75 (as of 28 July 2026) AUM: Rs998.07 Crore Expense Ratio: 1.11% Exit Load: 1% if redeemed within 1 year Returns: 3 years is 21.58%, 5 years is 21.35%

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