SBI Infrastructure Fund Regular Growth

• Alpha 1.36%
• Beta 1.03
• Sharpe Ratio1.96
• Std Deviation 12.39%
• Tracking Error 7.19%

To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies directly or indirectly involved in the infrastructure growth in the Indian economy and in debt & money market instruments.

The SBI Infrastructure Fund Regular Growth has an AUM of 2432.22 crores & has delivered CAGR of 25.24% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.09%. The minimum investment in SBI Infrastructure Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include Treps, Reliance Industries, Bharti Airtel & Larsen & Toubro.

The major sectors where the fund is invested are Construction Services, Construction - Raw Materials, Oil & Gas Operations & Regional Banks.

Some of the similar funds are Quant Infrastructure Fund Growth, SBI Infrastructure Fund Regular Growth, DSP India T.I.G.E.R. Fund - Regular Plan - Growth, Franklin Build India Fund Growth, HSBC Infrastructure Fund Growth. SBI Infrastructure Fund Regular Growth has a sharpe ratio of 1.96 & a standard deviation of 12.39%.