SBI Infrastructure Fund Regular Growth

• Alpha 1.36%
• Beta 1.03
• Sharpe Ratio1.45
• Std Deviation 13.37%
• 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 5006.44 crores & has delivered CAGR of 27.38% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.88%. 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 Medium & Exceptional respectively.

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

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

Some of the similar funds are ICICI Prudential Infrastructure Fund Growth, DSP India T.I.G.E.R. Fund - Regular Plan - Growth, Franklin Build India Fund Growth, SBI Infrastructure Fund Regular Growth, Quant Infrastructure Fund Growth. SBI Infrastructure Fund Regular Growth has a sharpe ratio of 1.45 & a standard deviation of 13.37%.