SBI Infrastructure Fund (Equity, Equity Sectoral-infrastru)

High
12 yrs 8 monthsStarted on:06 Jul 2007
₹ 496.17 Cras on: 19 Feb 2020
Long Term Horizon
2.61%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The fund's investment criteria would be to invest in equity stocks of those companies which are either directly or indirectly engaged in infrastructure growth in the Indian economy and aims at long term growth in capital.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD2.66
3 Month2.10
1 YR21.87
2 YR0.81
3 YR6.35

SIP Returns

TenureReturns (CAGR)
1 YR11.37
2 YR7.63
3 YR5.03
5 YR7.24
10 YR8.52

Portfolio

Company Name% Assets
Larsen & Toubro Ltd.10.53
Reliance Industries Ltd.10.24
Bharti Airtel Ltd.9.45
Timken India Ltd.5.6
Kennametal India Ltd.4.22
JK Cement Ltd4.01
ICICI Bank Ltd.3.91
Elgi Equipments Ltd.3.82
Shree Cement Ltd.3.59
Bharat Petroleum Corpn. Ltd.3.57

Top Sectoral Holdings

Sector Name% Assets
Construction23.54
Energy22.35
Engineering16.89
Financial11.95
Communication9.45
Metals7.22
Services5.91

Indicators

LabelValue
Portfolio turnover ratio69
Standard Deviation16.54%
Beta0.9%
Sharpe Ratio0.16

Nidhi Chawla

Ms. Chawla holds BBS degree and has also done MBE and CFA.
She has over 4 years of experience in mutual fund industry. She is with SBI Mutual Fund since 2007.