SBI Infrastructure Fund - Regular Plan - Growth
(Erstwhile SBI INFRASTRUCTURE FUND - SERIES I - REGULAR PLAN - GROWTH)
Fund House: SBI Mutual Fund| Category: Equity: Sectoral-Infrastructure |
| Launch Date: 06-07-2007 |
| Asset Class: Equity |
| Benchmark: NIFTY Infrastructure TRI |
| TER: 1.92% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,785.16 Cr As on 30-09-2025(Source:AMFI) |
| Turn over: 40% |
49.381
-0.1 (-0.1936%)
9.11%
Benchmark: 12.26%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Infrastructure TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
13 Years 10 Months
16 Years 5 Months
16 Years 11 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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 of the Indian economy and in debt & money market instruments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.04 |
| Sharpe Ratio | 1.02 |
| Alpha | 1.36 |
| Beta | 0.86 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| SBI Infrastructure Fund - Regular Plan - Growth | 06-07-2007 | -2.77 | 19.13 | 22.3 | 27.58 | 15.81 |
| ICICI Prudential Infrastructure Fund - Growth | 31-08-2005 | 7.29 | 28.15 | 27.98 | 37.5 | 17.38 |
| Franklin Build India Fund Growth Plan | 04-09-2009 | 5.49 | 26.75 | 27.48 | 33.32 | 17.67 |
| Canara Robeco Infrastructure Fund - Regular Plan - Growth Option | 02-12-2005 | 4.96 | 29.2 | 25.82 | 32.23 | 16.06 |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | 29-09-2005 | 4.75 | 23.83 | 22.23 | 27.66 | 14.45 |
| HDFC Infrastructure Fund - Growth Plan | 10-03-2008 | 4.43 | 23.79 | 28.35 | 35.0 | 11.79 |
| LIC MF Infrastructure Fund-Regular Plan-Growth | 29-02-2008 | 4.04 | 30.39 | 28.42 | 31.37 | 16.04 |
| UTI Infrastructure Fund-Growth Option | 01-08-2005 | 3.38 | 21.52 | 20.21 | 26.02 | 13.19 |
| Nippon India Power & Infra Fund-Growth Plan -Growth Option | 01-05-2004 | 3.17 | 25.3 | 27.63 | 32.43 | 16.91 |
| Aditya Birla Sun Life Infrastructure Fund-Growth | 17-03-2006 | 2.84 | 20.41 | 23.63 | 29.75 | 14.14 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
27.3%
Others
7.89%
Large Cap
55.18%
Mid Cap
9.63%
