Click here for top ranked funds in sectoral / thematic - infra mutual funds.
However, Scripbox does not recommend investing in sectoral / thematic - infra mutual funds.
The Infrastructure index has performed moderately well over time however, funds in this category are very few and have underperformed the benchmark index.
This category is also characterised by higher volatility.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.
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Scheme Information
Investment Objective
To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies directly or indirectly involved in the infrastructure growth in the Indian economy and in debt & money market instruments.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
SBI Funds Management Private Limited manages assets worth 363,720 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,227 debt and 54 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About SBI Infrastructure Fund (DP-A)
About SBI Infrastructure Fund (DP-A)
SBI Infrastructure Fund (DP-A) is a sectoral / thematic - infra equity fund and has delivered an annualised return of 5.1% over a period of 14 years .The fund was previously known as SBI Infrastructure Ser I Div.The fund is managed by SBI Funds Management Private Limited.The fund manager’s name is Nidhi Chawla.
SBI Infrastructure Fund (DP-A) Investment Objective
To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies directly or indirectly involved in the infrastructure growth in the Indian economy and in debt & money market instruments. However, there is no assurance that the objective of the scheme will be realized.
SBI Infrastructure Fund (DP-A) NAV,AUM,Risk
The SBI Infrastructure Fund (DP-A) fund was launched on Jul 06, 2007. The NAV (Net Asset Value) of this sectoral / thematic - infra equity as of 2021-03-02 is ₹ 17.5186. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 490.185. The category risk of the SBI Infrastructure Fund (DP-A) fund is Very High Risk.
The fund charges 2.64 % as expense ratio.
SBI Infrastructure Fund (DP-A) Holdings
The fund’s highest allocation is towards equity and has invested 96.4% in this asset class. The top three holdings of the fund are larsen & toubro ltd shs dematerialised,bharti airtel ltd and reliance industries ltd shs dematerialised
SBI Infrastructure Fund (DP-A) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
SBI Infrastructure Fund (DP-A) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Infrastructure TR INR
SBI Infrastructure Fund (DP-A) Review
SBI Infrastructure Fund (DP-A) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, SBI Infrastructure Fund (DP-A) has a score of 3 out of 5.
Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
