SBI Infrastructure Fund Direct Growth
Min amount: ₹1,000
- Fund Summary
- More about Fund
- Related funds
- Why Cleartax
|Risk||Very High Risk|
|Fund Type||Equity - Infrastructure|
|Exit Load||1% for 365 Days|
More about this fund
|Larsen & Toubro Ltd Shs Dematerialised||11.97%|
|Bharti Airtel Ltd||6.74%|
|Reliance Industries Ltd Shs Dematerialised||6.6%|
|UltraTech Cement Ltd||6.51%|
|Reliance Industries Ltd.||3.72%|
|Bharat Petroleum Corp Ltd||3.7%|
|Carborundum Universal Ltd||3.34%|
|Timken India Ltd||3.26%|
|Shree Cement Ltd Shs Dematerialised||3.25%|
|Blue Dart Express Ltd||3.14%|
About SBI Infrastructure Fund - Direct Plan - Growth
SBI Infrastructure Fund, as the name suggests, is an open-ended equity scheme that invests in infrastructure and allied sectors. The fund’s objective is to generate long-term capital growth through active management of investments. About 80% of the assets are invested in companies related to the infrastructure sector and the remaining share is invested in equities of companies from the other sectors and/or debt and money market instruments.
Pros and Cons of SBI Infrastructure Fund - Direct Plan - Growth
The one-year, three-year, and five-year returns of the fund have been higher than the category average returns over the past. On the other hand, the risk-adjusted returns of the fund is lower than the category.
Fund Information and Statistics
i) Inception/Launch Date
The fund scheme was rolled out on 6 July 2007.
ii) Risk Level
A high risk is associated with the fund scheme as it invests in equity securities of companies that are involved in the infrastructure growth of the Indian economy.
Since the principal invested is not locked-up for a period of time, you can redeem the fund units at any time based on your requirement. However, you need to consider the exit load before redeeming the units.
iv) Fund Manager
Ms Nidhi Chawla is the current Fund Manager for the fund.
v) Entry/Exit Load
While entry load is not applicable to the fund, an exit load of 1% is charged in the case of exit from the fund within a period of one year from the date of allotment. Upon completing one year, no exit load is chargeable.
About SBI Mutual Fund
SBI Mutual Fund, a renowned fund house in India, was incorporated as an asset management company on 7 February 1992. The fund house is sponsored by State Bank of India and the trustee company is SBI Mutual Fund Trustee Company Private Limited. As of September 2020, the fund house offers 141 different folios to the customers.
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Min amount: ₹1,000
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns