Loading mutual fund details…
SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH is an equity scheme managed by SBI Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 28.70%, with the bottom and top quartiles at 22.84% and 33.25% respectively. It has ranked in the top half of its category for 2 of the last 2 reported years. The total expense ratio is 1.04% on assets of ₹4,805Cr. The fund is currently managed by Mr. Bhavin Vithlani, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 84% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| RELIANCE INDUSTRIES LIMITED | Energy | 10.72% |
| BHARTI AIRTEL LIMITED | Communication Services | 7.07% |
| LARSEN AND TOUBRO LIMITED | Industrials | 5.85% |
| SHREE CEMENT LIMITED | Basic Materials | 5.04% |
| TORRENT POWER LIMITED | Utilities | 4.34% |
| ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED | Industrials | 4.14% |
| SIEMENS LIMITED | Industrials | 3.96% |
| NTPC LIMITED | Utilities | 3.74% |
| OIL AND NATURAL GAS CORPORATION LIMITED | Energy | 3.74% |
| GRINDWELL NORTON LIMITED | Industrials | 3.28% |
| STATE BANK OF INDIA | Financial Services | 3.11% |
| BHARAT HEAVY ELECTRICALS LIMITED | Industrials | 2.93% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 2.89% |
| AHLUWALIA CONTRACTS INDIA LIMITED | Industrials | 2.23% |
| POWERICA LIMITED | Industrials | 1.89% |
| POWER FINANCE CORPORATION LTD. | Financial Services | 1.87% |
| KALPATARU LIMITED | Real Estate | 1.69% |
| SAMHI HOTELS LIMITED | Consumer Cyclical | 1.63% |
| PITTI ENGINEERING LIMITED | Basic Materials | 1.63% |
| SOLAR INDUSTRIES INDIA LIMITED | Basic Materials | 1.61% |
| AJAX ENGINEERING LIMITED | Industrials | 1.42% |
| KENNAMETAL INDIA LIMITED | Basic Materials | 1.41% |
| ICRA LIMITED | Financial Services | 1.41% |
| GAIL (INDIA) LIMITED | Utilities | 1.36% |
| CARBORUNDUM UNIVERSAL LIMITED | Industrials | 1.33% |
| Sector | Holdings | Weight |
|---|---|---|
| Capital Goods | — | 19.00% |
| Power | — | 16.77% |
| Oil, Gas & Consumable Fuels | — | 15.82% |
| Construction Materials | — | 10.23% |
| Construction | — | 9.72% |
| Telecommunication | — | 7.07% |
| Financial Services | 3 | 6.39% |
| Services | — | 4.14% |
| Realty | — | 2.20% |
| Consumer Services | — | 1.63% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -12.22% | 5.90% | 22.42% | 51.95% | 81.82% | 87.1% |
| 3Y | 16.93% | 22.84% | 28.70% | 33.25% | 36.84% | 100.0% |
| 5Y | 18.35% | 21.45% | 25.79% | 28.20% | 31.97% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 51.9% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| DSP India T.I.G.E.R. Fund - Direct Plan - Growth | DSP Mutual Fund | ₹5,789 Cr | 0.89% | +27.06% | +24.59% | 5★ |
| CANARA ROBECO INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH OPTION | Canara Robeco Mutual Fund | ₹989 Cr | 1.00% | +24.97% | +23.53% | 5★ |
| Invesco India Infrastructure Fund - Direct Plan - Growth Option | Invesco Mutual Fund | ₹1,457 Cr | 3.16% | +23.80% | +21.89% | 3★ |
| Sundaram Infrastructure Advantage Fund Direct Plan - Growth | Sundaram Mutual Fund | ₹990 Cr | 1.70% | +22.01% | +19.32% | 3★ |
| Taurus Infrastructure Fund - Direct Plan - Growth | Taurus Mutual Fund | ₹9 Cr | 1.87% | +15.87% | +13.51% | 1★ |
| Mirae Asset Infrastructure Fund - Direct Plan - Growth | Mirae Asset Mutual Fund | ₹398 Cr | 1.59% | — | — | — |