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    • SBI Infrastructure Fund (Growth)

    Formerly SBI Infrastructure Ser I Gr

    SBI Mutual Fund

    SBI Infrastructure Fund (Growth)

    EquitySectoral / Thematic - Infra

    24.8685

    NAV (Sep 23)

    13.9%
    5 Year CAGR
    Scripbox Opinion

    Neutral

    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.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    14 Years. The Fund has Sufficient history for analysis and the track record is good.

    Relative Size

    700 Cr. Medium within the category

    Category View

    Relatively Poor. The category has a relatively poor investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

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    • graph-icon-gray
      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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      Grow Wealth , Retirement , Kid's Education

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    Historical NAV

    24.8685

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    74.8%
    Last 3Y
    19.9%
    Last 5Y
    13.9%
    Last 10Y
    11.7%
    Since Inception
    6.6%
    6 Month CAGR
    28.6%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.54
    Launched (14y ago)
    Jul 06, 2007
    AUM in Crores
    699.572
    ISIN
    INF200K01CT2
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty Infrastructure TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Nidhi Chawla

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    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.

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    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    SBI Funds Management Private Limited

    SBI Funds Management Private Limited manages assets worth 438,987 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,232 debt and 54 hybrid funds.

    amc-img

    Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    21.7%

    20.5%

    recommended-badge

    6.3%

    7.2%

    top-ranked-badge

    21.7%

    %

    top-ranked-badge

    5.1%

    5.8%

    top-ranked-badge

    5.1%

    5.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Axis Bluechip Fund (Growth)

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    Invesco India Growth Opportunities Fund (Growth)

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    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About SBI Infrastructure Fund (G)

    About SBI Infrastructure Fund (G)

    SBI Infrastructure Fund (G) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 6.6% over a period of 14 years. The fund was previously known as SBI Infrastructure Ser I Gr . The fund is managed by SBI Funds Management Private Limited. The fund manager’s name is Nidhi Chawla

    SBI Infrastructure Fund (G) 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 (G) NAV,AUM,Risk

    The SBI Infrastructure Fund (G) fund was launched on Jul 06, 2007. The NAV (Net Asset Value) of this Sectoral / Thematic - Infra Equity fund as of 2021-09-23 is ₹24.87. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹699.572. The category risk of the SBI Infrastructure Fund (G) fund is Very High Risk. The fund charges 2.54 % as expense ratio.

    SBI Infrastructure Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 97.7% in this asset class. The top three holdings of the fund are , larsen & toubro ltd , bharti airtel ltd , ultratech cement ltd , reliance industries ltd. , bharat petroleum corp ltd , carborundum universal ltd , kennametal india ltd , timken india ltd , reliance industries ltd , g r infraprojects ltd , container corporation of india ltd , wabco india ltd , great eastern shipping co ltd , nuvoco vista corp ltd , hindalco industries ltd , gail (india) ltd , jmc projects (india) ltd , sona blw precision forgings ltd , ahluwalia contracts (india) ltd , blue dart express ltd , treps , chemplast sanmar ltd , brigade enterprises ltd , ingersoll-rand (india) ltd , antony waste handling cell ltd ordinary shares , ambuja cements ltd , mm forgings ltd , ge t&d india ltd , bharat forge ltd , automotive axles ltd , gateway distriparks ltd , dalmia bharat ltd , esab india ltd , skf india ltd , gujarat state petronet ltd , net receivable / payable

    SBI Infrastructure Fund (G) 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 (G) 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 (G) Review

    SBI Infrastructure Fund (G) 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 (G) has a score of 3 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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