Through its reforms in recent months, the BJP-government has made it amply clear that the infrastructure sector is a key focus area and roads is an important component. After the Build Operate Transfer (BOT) and Engineering Procurement Construction (EPC) mode of building roads, the government introduced a hybrid model.Under this, the government will bear 40% cost of a road project and remaining cost will be borne by the developer. This reform has received a thumbs-up from the corporate sector. The government has also made simpler transfer of mining rights in the cement sector, among other reforms. It is estimated that in the next 10 years, India needs over $1.5 trillion worth investment on infrastructure. Given this, it makes sense to have at least 5-10% of one's portfolio dedicated to infrastructure funds. In this category, Canara Robeco Infrastructure Fund has distinguished itself from peers by sticking to pure infrastructure companies.It is invested in infra companies which have relatively less-stressed balanced sheets, good order book, high market share and competitive advantage.Some of these companies are UltraTech, Sadbhav Engineering, Orient Cement, VA Tech Wabag and Bharat Forge.