3 Year return
32.87%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹2793.93 Cr.
Expense Ratio
1.36% (inclusive of GST)
Exit Load
For exit within 30 Days from th date of allotment. 0.50%. For exit after 30 Days from the date of allotment - NIL.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
SBI Mutual Fund Managers
Fund House Details
SBI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Invesco India PSU Equity Fund Direct Plan IDCW (Payout / Payout) |
42.14% |
0 |
Quant Infrastructure Fund IDCW Direct Plan Payout |
38.55% |
0 |
Invesco India Infrastructure Fund Direct Plan IDCW (Payout / Payout) |
37.43% |
0 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan Gr
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Reinvestment
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan Growth
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan IDCW Payout
About SBI Infrastructure Fund Direct Plan-Growth
SBI Infrastructure Fund Direct Plan-Growth is an open-ended equity mutual fund plan made available to investors by SBI Mutual Fund. The fund falls into the sectoral/thematic category of mutual funds and predominantly invests in stocks of companies engaged in the sectors of development and infrastructure. A majority of the equity in this fund is invested in large-cap infrastructure stocks, with subsequent stocks invested in small-cap and mid-cap infrastructure stocks.
Investment Objective of the Scheme
The prominent investment objective of the SBI Infrastructure Fund Direct Plan-Growth is to give investors the opportunity for long-term capital appreciation via investment in the equity of companies functioning in the infrastructure sector. The mutual fund has the objective of potentially benefiting from the Indian government’s concentration on the development and growth of infrastructure. The fund also invests in debt and money market instruments.
Key Features of The Fund
5-year return | 25.11% |
Expense Ratio | 1.36% |
Fund Manager | NA |
Fund Size | ₹2793.93 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
For investors looking to grow their wealth in the long term by making the most of the rapid growth and development of infrastructure, this fund may be considered. If you don’t mind a certain moderate to high level of investment risk, you can think of this fund as an investment. Also, this fund may be considered for those who are searching for a thematic plan and exposure to the infrastructure sector, which may show potential expansion in the future. Before you go ahead and invest, you should account for your own financial needs and future goals.
AMC Contact Details
Name | SBI Mutual Fund |
Launch Date | June 1987 |
Addresss | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
Contact | 1800 209 33331800 425 5425 |
customer.delight@sbimf.com | |
Website | https://www.sbimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Fast-Track Your Short-Term Goals With SIPs
FAQs
What is today's NAV of SBI Infrastructure Fund?
What is the AUM of SBI Infrastructure Fund?
What is the expense ratio of SBI Infrastructure Fund?
What are the returns of SBI Infrastructure Fund since inception?
What is the minimum SIP amount to invest in SBI Infrastructure Fund?
How do I invest in SBI Infrastructure Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Infrastructure Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Infrastructure Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Infrastructure Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.