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SBI Infrastructure Fund(G)-Direct Plan

SBI Infrastructure Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+16.08%

5Y annualised

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Buy, Hold or Sell?

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NAV : 09 Sep 2026

₹54.45

Min. SIP amount

₹500

Fund size (AUM)

4810 Cr

Expense ratio

1.13%

Launched on

02 Jan 2013

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,55,244

Stock Allocation

Stock nameSectorAllocation
Reliance Industries Ltd.Crude Oil11.55%
Bharti Airtel Ltd.Telecom6.03%
Larsen & Toubro Ltd.Infrastructure5.05%

Fund Composition

4810 Cr

Large Cap

54.74%

Mid Cap

16.64%

Small Cap

20.61%

Others

8.01%

Sector Allocation

4810 Cr

Capital Goods

16.58%

Crude Oil

13.96%

Construction Materials

9.95%

Power

8.83%

Telecom

8.05%

Infrastructure

7.61%

Abrasives

4.49%

Realty

4.24%

Others

26.27%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

0.50% on or before 30D, Nil after 30D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

BV

Bhavin Vithlani

Present

Similar/Peer Fund Comparison

Fund name
I

ICICI Pru Strategic Metal and Energy Equity FoF(G)-Direct Plan

+36.55%
M

Motilal Oswal Active Momentum Fund(G)-Direct Plan

+0.00%
K

Kotak Healthcare Fund(G)-Direct Plan

+0.00%
H

HDFC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
P

PGIM India Healthcare Fund(G)-Direct Plan

+0.00%
S

SBI Automotive Opportunities Fund(G)-Direct Plan

+0.00%
A

Aditya Birla SL Mfg. Equity Fund(G)-Direct Plan

+21.66%
B

Bajaj Finserv Healthcare Fund(G)-Direct Plan

+0.00%

FAQs

SBI Infrastructure Fund(G)-Direct Plan is a part of SBI Funds Management Limited, it was incepted on 02 Jan 2013. This fund is managed by Bhavin Vithlani. It is a Equity type of fund.

The current NAV of SBI Infrastructure Fund(G)-Direct Plan is ₹54.45 (as of 09 Sep 2026).

SBI Infrastructure Fund(G)-Direct Plan has delivered 5.53% in 1 year, 13.26% in 3 years, and 16.08% in 5 years (annualised).

The minimum SIP amount for SBI Infrastructure Fund(G)-Direct Plan is ₹500.

The expense ratio of SBI Infrastructure Fund(G)-Direct Plan is 1.13%.

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