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  • SBI Infrastructure Fund (Growth)

Formerly SBI Infrastructure Ser I Gr

SBI Mutual Fund

SBI Infrastructure Fund (Growth)

EquitySectoral / Thematic - Infra

23.8041

NAV (May 27)

10.9%
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

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

Relative Size

805 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

Scripbox Recommended Equity Funds

Want the focused equity funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

23.8041

NAV (May 27)

Fund Returns

Last 1Y

13.2%

Last 3Y

13.5%

Last 5Y

10.9%

Last 10Y

13.1%

Since Inception

6%

6 Month CAGR

-3.7%

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.

Expense Ratio

2.57

Launched (15y ago)

Jul 06, 2007

AUM in Crores

804.593

ISIN

INF200K01CT2

Lock-in

No Lock-in

Benchmark

IISL Nifty Infrastructure TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Mohit Jain

Fund Manager

Nidhi Chawla

Fund Manager

Bhavin Vithlani

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-05-27

Top Stock Holdings

reliance industries ltd

9.1%
9.1%

larsen & toubro ltd

8.1%
8.1%

bharti airtel ltd

6.8%
6.8%

power grid corp of india ltd

5.7%
5.7%

ultratech cement ltd

4.6%
4.6%
See all holdings
allocation by market cap

Allocation by Sector

industrials

35.2%
35.2%

energy

14.3%
14.3%

basic materials

13.3%
13.3%

consumer cyclical

9.2%
9.2%

utilities

8.5%
8.5%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,388 cr

5

₹ 13,113 cr

5

₹ 13,113 cr

5

₹ 4,388 cr

5

₹ 4,388 cr

5

About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 25,449 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 2 equity,34 debt and 21 hybrid funds.

amc-img

Fund NameScripbox Opinion
Till Date CAGR

13.3%

18.8%

5.2%

7.4%

15%

17.1%

11.2%

11.5%

5.2%

%

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

SBI Infrastructure Fund (G) Review

SBI Infrastructure Fund (G) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 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 Ltd. The fund managers are Bhavin Vithlani, Mohit Jain, Nidhi Chawla.

Nav of SBI Infrastructure Fund (G) as of 5/27/2022 is ₹23.80 with the total AUM as of 5/28/2022 is ₹804.593. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Infrastructure Fund (G) was launched on Jul 06, 2007. The category risk of the fund is Very High Risk.

The minimum SIP amount for SBI Infrastructure Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

SBI Infrastructure Fund (G) 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) is rated as a 3 fund in Equity and delivered 13.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Infrastructure Fund (G).

Frequently Asked Questions

What is SBI Infrastructure Fund (G)?

SBI Infrastructure Fund (G) is a Sectoral / Thematic - Infra Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

How to invest in SBI Infrastructure Fund (G)?

You can invest in SBI Infrastructure Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of SBI Infrastructure Fund (G)?

The minimum sip amount for SBI Infrastructure Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is SBI Infrastructure Fund (G) good to invest in?

As per Scripbox experts, SBI Infrastructure Fund (G) is a Neutral fund. You can investSBI Infrastructure Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the SBI Infrastructure Fund (G)?

The expense ratio of the SBI Infrastructure Fund (G) is 2.57% for regular plan.