MF
MFGenie.ai
Sectoral / Thematicregulargrowth📊 NIFTY INFRASTRUCTURE TRI

SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH

SBI Mutual Fund

#94 of 213 (1Y)

₹50.9168

0.00 (-0.01%)

NAV as of 31 May 2026

Today's NAV — all variants

Regular · Growth

₹₹50.9168

0.00 (-0.01%)

31 May 2026

AMFI: 106096

Direct · Growth

₹₹55.3975

0.00 (-0.00%)

31 May 2026

AMFI: 119700

Regular · IDCW

₹₹45.2947

0.00 (-0.01%)

31 May 2026

AMFI: 106095

Direct · IDCW

₹₹49.0276

0.00 (-0.00%)

31 May 2026

AMFI: 119695

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.92%
1 Month+1.04%
3 Months+3.07%
6 Months+2.67%
1 Year+3.61%
3 Years (CAGR)+20.17%
5 Years (CAGR)+19.67%
10 Years (CAGR)+16.14%
Since Inception (May 2007)+9.00%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+8.84%
3 Year SIP+9.72%
5 Year SIP+16.36%
Since Inception (May 2007)+13.17%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,13,000

Invested

₹4,53,458

Value today

13.2%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹25,458

Value today

9.0%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹11,30,000

Withdrawn

₹5,57,098

Corpus left

+₹6,87,098 net gain — withdrew ₹11,30,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹1,06,92,828

Value today

+250.0%

vs lumpsum

STP beat direct lumpsum by 250.0% — reduced timing risk paid off

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹4,53,458

Benchmark

₹4,45,212

+₹8,246 extra wealth vs the benchmark index

Backtest this SIP yourself

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹5,04,471

Value today

5.0×

Multiple

Staying invested through that crash turned ₹1L into ₹5,04,471 — a 5.0× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,58,216

Regular plan

₹1,51,674

Direct earns ₹6,542 more on a ₹60K investment1.09% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseSBI Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹4,532 Cr
Expense Ratio1.93%
Min SIP₹500
Min Lumpsum₹5,000
BenchmarkNIFTY INFRASTRUCTURE TRI ✓
Launch Date11 May 2007
AMFI Code106096

Risk Metrics

Trailing 1 year, annualised

-0.44

Sharpe Ratio

-0.04

Alpha

0.39

Beta

-0.41

Sortino

15.02%

Std Dev

-18.84%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Equity47 holdings · 16743.0%
Security% NAV

Reliance Industries Ltd.

INE002A01018

1177.00%

Reliance Industries Ltd.

INE002A01018

1072.00%

Bharti Airtel Ltd.

INE397D01024

781.00%

Bharti Airtel Ltd.

INE397D01024

707.00%

Larsen & Toubro Ltd.

INE018A01030

597.00%

Adani Energy Solutions Ltd.

INE931S01010

587.00%

Larsen & Toubro Ltd.

INE018A01030

585.00%

Shree Cement Ltd.

INE070A01015

560.00%

Shree Cement Ltd.

INE070A01015

504.00%

Adani Energy Solutions Ltd.

INE931S01010

478.00%

Torrent Power Ltd.

INE813H01021

445.00%

Torrent Power Ltd.

INE813H01021

434.00%

Oil & Natural Gas Corporation Ltd.

INE213A01029

416.00%

Adani Ports and Special Economic Zone Ltd.

INE742F01042

414.00%

NTPC Ltd.

INE733E01010

406.00%

Siemens Ltd.

INE003A01024

396.00%

Adani Ports and Special Economic Zone Ltd.

INE742F01042

383.00%

Oil & Natural Gas Corporation Ltd.

INE213A01029

374.00%

NTPC Ltd.

INE733E01010

374.00%

Siemens Ltd.

INE003A01024

357.00%

State Bank of India

INE062A01020

334.00%

Grindwell Norton Ltd.

INE536A01023

329.00%

Grindwell Norton Ltd.

INE536A01023

328.00%

Ultratech Cement Ltd.

INE481G01011

314.00%

State Bank of India

INE062A01020

311.00%

Bharat Heavy Electricals Ltd.

INE257A01026

293.00%

Ultratech Cement Ltd.

INE481G01011

289.00%

Adani Power Ltd.

INE814H01029

282.00%

Bharat Heavy Electricals Ltd.

INE257A01026

239.00%

Adani Power Ltd.

INE814H01029

224.00%

Ahluwalia Contracts (India) Ltd.

INE758C01029

223.00%

Ahluwalia Contracts (India) Ltd.

INE758C01029

191.00%

Powerica Ltd.

INE921L01032

189.00%

Power Finance Corporation Ltd.

INE134E01011

187.00%

Kalpataru Ltd.

INE227J01012

169.00%

Samhi Hotels Ltd.

INE08U801020

163.00%

Pitti Engineering Ltd.

INE450D01021

163.00%

Solar Industries India Ltd.

INE343H01029

161.00%

Kalpataru Ltd.

INE227J01012

158.00%

Samhi Hotels Ltd.

INE08U801020

156.00%

ICRA Ltd.

INE725G01011

152.00%

Solar Industries India Ltd.

INE343H01029

147.00%

Ajax Engineering Ltd.

INE274Y01021

142.00%

Kennametal India Ltd.

INE717A01029

141.00%

ICRA Ltd.

INE725G01011

141.00%

GAIL (India) Ltd.

INE129A01019

136.00%

JSW Cement Ltd.

INE718I01012

134.00%
Debt3 holdings · 1089.0%
Security% NAV

TREPS

498.00%

TREPS

447.00%

Net Receivable / Payable

144.00%

Performance Comparison

Interested in This Fund?

Our experts will help you decide if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Investment Objective

SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH is a Sectoral / Thematic mutual fund offered by SBI Mutual Fund. The fund has been operational for over 19 years. It manages assets worth ₹4,532 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY INFRASTRUCTURE TRI. The current expense ratio is 1.93%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations