SBI Infrastructure Fund - Regular Plan - Growth

Sectoral-Infrastructure NAV 35.1792 0 29 September, 2023

Fund Details

Category Sectoral-Infrastructure
Fund Type Open Ended
Investment Plan Growth
Launch Date 07 June, 2007
Benchmark NIFTY Infrastructure TRI
Asset Size(Cr) 977.3335
Turn over 43%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 0.5% for redemption within 30 days
Expense Ratio 2.33
Fund Manager Mohit Jain, Bhavin Vithlani
Fund House SBI Mutual Fund

Investment Returns (As on 29 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.89% 1.58% 2.12%
1 M 2.6% 4.02% 4.38%
3 M 4.94% 1.44% 5.9%
6 M 4.82% 0.35% 4.29%
1 Y 13.55% 7.25% 13.85%
2 Y 21.21% 12.49% 21.08%
3 Y 31.01% 23.79% 33.98%
5 Y 12.27% 12.46% 11.13%

Risk Mesasures (As on 29 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 14.53 1.68 8.41 0.53
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 3.85%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SBI Infrastructure Fund - Regular Plan - Growth 13.55% 31.01% 12.27%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth 20.64% 37.53% 12.61%
Franklin Build India Fund Growth Plan 16.47% 33.58% 13.12%

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SBI Infrastructure Fund - A Focused Plan Ensuring Growth

SBI Infrastructure growth Fund is an open-ended growth plan launched on July 06, 2007, which is aimed at appreciating the capital of the investors over a longer tenure. Being a thematic-infrastructure plan, sbi infrastructure fund growth is primarily focused on investing in the equity and equity-related securities of the companies which are categorised in the infrastructure sectors. The risk appetite of the sbi infrastructure fund g scheme online is considerably higher, and it is best suited to long-term investing goals.

SBI Infrastructure Fund Growth- Series I, which was a three-year close-ended scheme is converted into an open-ended scheme with effect from July 9, 2010 and now known with the name of SBI Infrastructure fund g and is one of the top performing plans of SBI mutual fund. The fund is a good performer in its category and ranked “Second” as per CRISIL for the quarter which ended in December 2016. The investors seeking investment in the infrastructure sector and want to invest for a longer tenure while bearing high-risk must consider sbi infrastructure fund growth investment plan for their portfolio. Here we have provided a synopsis of this scheme to help you gain knowledge about the same.

SBI Infrastructure Fund Growth Plan: Investment Details

sbi infrastructure fund growth nav amounted to Rs.13.480 as on March 29, 2017. The primary objective of the scheme is to provide the investors with opportunities for long-term capital growth with an actively-managed portfolio consisting diversified basket of equity stocks of the companies indulged in the infrastructure growth of the Indian economy. Online SBI infrastructure fund growth plan has investments in the debt and money market instruments as well which provide the benefit of income stability when markets are downturn.

Infrastructure is a major driving force in propelling country’s economic development as it connects the entire market and customers with each other to bring harmony in the operations. In India, this sector is approaching towards building a stronger nation. Investments made in sbi infrastructure fund g industry provide higher growth and valuable returns to help the investors in making their financial stability sound.

With an objective to provide better growth opportunities to the investors, the fund manager of SBI Infrastructure Fund growth uses highly productive investing techniques and strategies. The investors who wish to invest their hard-earned money in sbi infrastructure investment plan online can begin with a minimum amount of Rs.5000 for a lump sum and Rs.500 for a SIP purchase. This scheme being an open-ended plan offers the feasibility of redeeming the funds as and when required. The load details of sbi infrastructure scheme are that there is no entry charge, and 1% exit load is applicable if the sbi infrastructure fund investment is redeemed or switched within one year of purchase.

SBI Infrastructure Fund Nav: Performance Review

The track record of scheme online investment can be evaluated by analysing its returns offered in the past. They help in determining the potential of the scheme and help in deciding whether to opt for sbi infrastructure growth plan for the portfolio or not.

The absolute annual returns on investments made in SBI Infrastructure Fund have reached up to 46.4 percent in the year 2014, and for the year 2016, they were 8.5 percent. Moreover, the annualised returns of sbi infrastructure growth plan for its three- and five-year investments are 21.0 and 12.0 percent respectively. The average returns offered by this plan since its inception are 3.11%. With an appreciable and stable performance in the market, the sbi infrastructure growth fund has been considered among the best thematic funds in India.

SBI Mutual Fund Infrastructure Growth Plan: Portfolio Concentration

With an AUM, i.e., Asset Under Management, amounting to Rs.537 crore as on February 28, 2017, the sbi infrastructure g scheme has well managed its portfolio to achieve the set objectives. The average market capitalisation amounts to Rs.17,047.69 crore as per the latest data available, which is nearby its category’s average market cap. Around 97 percent of the total assets is parked in the equity and related securities, while the remaining has been put in the debt instruments.

The sector allocation graph of sbi infrastructure fund g scheme online depicts that the majority of the funds are allocated in the energy, construction, engineering, communication, and diversified industries. The top holdings of sbi infrastructure growth fund scheme include Larsen & Toubro, Sagar Cements, Power Grid Corp., Bharti Airtel, NTPC, Elgi Equipments, and Sadbhav Engineering. These entities tend to generate regular growth as per the market scenario and assure that it will provide the expected returns to the investors over time.

Hence, it can be concluded that SBI Infrastructure Fund Growth is an outperformer in its category and against its benchmark, and will provide high worth to the invested capital in the long run. If you find sbi infrastructure growth plan suitable for your investment requirements, then you must buy a lump sum or SIP plan for the same. This will let you manage your future finances efficiently and will let your money work for your financial goals with high productivity. Buy the sbi infrastructure fund growth plan scheme online now to make a rich portfolio. Have a look at  Top 3 Infrastructure Funds for 2019

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