SBI Infrastructure Fund Review: What the Performance Data Indicates
SBI Infrastructure Fund Review: What the Performance Data Indicates
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Mutual Fund Portfolio Analysis
AI Analysis Snapshot
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IntroductionThe SBI Infrastructure Fund is an open-ended thematic equity scheme that focuses on providing long-term capital appreciation by investing in companies directly or indirectly involved in India’s infrastructure growth. The portfolio is diversified across key sectors such as energy, construction, materials, and utilities, with major holdings in industry leaders like Reliance Industries and Larsen & Toubro.
Performance Analysis
Short Term Returns
Long Term Returns
Asset Allocation
Category
Exposure (%)
Project Fund Returns
Why SIP works:
Benefits from rupee cost averaging
Harnesses power of compounding over long term
Reduces impact of market timing
Encourages disciplined investing
₹1,000₹10,000
Assumed annual return
12%
Risk Statistics & Efficiency
Risk Metric
Value
1. Quants Favouring
2. Quants Adverse
Product Suitability: Suitable for investors seeking long-term capital appreciation through equity investments in ….
*Consult your financial advisor if unsure about suitability.
SEBI Risk Level: Loading…
Peer Comparison
Top 5 peers in the same category ranked by Alpha (risk-adjusted performance).
Scheme
Alpha
Sharpe
1Y
3Y
5Y
10Y
Fund SWOT Analysis
Strengths
Weaknesses
Opportunities
Threats
Goal-based Investment Planner
Plan your target:
See required monthly SIP vs. One-time Lumpsum
Choose your investment time horizon
Calculations based on 12% expected annual return
Assumed annual return
12%
Required Monthly SIP:
—
OR One-time Lumpsum:
—
(Estimates based on compounding. Market returns vary.)
Frequently Asked Questions
What is this fund?
It is a mutual fund scheme that invests in a diversified portfolio of securities as per its investment objective, managed by professional fund managers to aim for long-term growth.
Can I start with a small amount?
Yes, you can start investing in this fund via Systematic Investment Plan (SIP) with an amount as low as ₹500 or ₹1,000 per month.
How do I track my investment?
You can track the performance of your investment through our portal, your consolidated account statement (CAS), or the AMC’s official website.
Who should invest in this fund?
This fund is suitable for investors looking for long-term capital appreciation and who have a risk appetite aligned with the fund’s riskometer (mentioned above).
What are the available payment modes?
You can invest using UPI, Net Banking, NEFT, or set up an OTM (One Time Mandate) for automated monthly SIP deductions.
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SEBI DISCLAIMER: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns.
Mutual Fund Portfolio Analysis Overview Returns Allocation Risk Quants Peers Goal Planner FAQ WhatsApp AI Analysis Snapshot Loading… Introduction … Performance Analysis Short Term Returns Long Term Returns Asset Allocation Category Exposure (%) Project Fund Returns Why SIP works: Benefits from rupee cost averaging Harnesses power of compounding over long term Reduces impact of market […]
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