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SBI Mutual Fund

SBI Infrastructure Fund

SBI Mutual Fund · Direct plan · Growth

3-year returns
13%
a year
NAV
₹53.88
▲ 1.27% · 18 Sept 2026
Fund size
₹4,810 Cr
Expense ratio
1.14%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹49.40 and has returned 12.05% a year over 3 years.

Returns, and where it stands

Against the average sectoral / thematic fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year1.7%5.2%behind136 of 221
3 years13%14.5%behind76 of 136
5 years15.8%12.9%ahead26 of 98
10 years15.2%14.5%ahead30 of 68
Every period, and the Regular plan →
PeriodDirectRegular
1 month-3%-3.1%
3 months-3.8%-4%
6 months7.6%7.1%
1 year1.7%0.8%
2 yearsp.a.-4.2%-5.1%
3 yearsp.a.13%12%
5 yearsp.a.15.8%15%
7 yearsp.a.20%19.2%
10 yearsp.a.15.2%14.5%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 1.67% in the last 1Y

47.351.956.518 Sept 202519 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹11,192
XIRR (per year)
3.97%
Value today
₹1,91,192

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What this fund holds

As on 31 August 2026

  • Equity96.8%
  • Cash2.07%
  • Debt1.13%

Top holdings

The ten largest holdings and their share of the fund
Reliance Industries LtdPetroleum Products11.6%
Bharti Airtel LtdTelecom - Services6.03%
Larsen & Toubro LtdConstruction5.05%
Shree Cement LtdCement & Cement Products4.82%
Siemens LtdElectrical Equipment4.19%
Adani Ports and Special Economic Zone LtdTransport Infrastructure3.97%
Bharat Heavy Electricals LtdElectrical Equipment3.68%
Adani Enterprises LtdMetals & Minerals Trading3.27%
Torrent Power LtdPower3.03%
Grindwell Norton LtdIndustrial Products2.94%

and 33 more holdings.

Where the equity sits

  • Petroleum Products11.6%
  • Electrical Equipment11.4%
  • Cement & Cement Products9.95%
  • Construction9.16%
  • Power8.84%
  • Telecom - Services8.05%
  • Industrial Products5.79%
  • Realty4.13%

and 13 more sectors.

From the monthly portfolio SBI Mutual Fund publishes for this scheme, as required by SEBI. Cash covers bank balances, treasury bills lent overnight and money due to the scheme, which carry no ISIN and so are shown as the remainder.Original disclosure

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
14.5% a year
1.1% less than the category average — the steadier side
Worst fall so far
−42.1%
Jan 2018 to Mar 2020, against −25.3% for the category.
Years that made money
77.8%
Of every one-year stretch it has been through.
Over any three years
-8.2% to 40.4%
A year, at worst and at best. Typically 19.7%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
1 Jan 2013
Portfolio turnover
0.53x
Expense ratio
1.14%
as of 31 Jul 2026

Managed by Bhavin Vithlani

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

SBI Infrastructure Fund against other funds in the Sectoral / Thematic Fund category
Fund1Y3Y5YExpenseFund size
Nippon India Taiwan Equity Fund118%61.43%1.24%₹1,128 Cr
HDFC Defence Fund21.09%37.07%0.9%₹11,478 Cr
HDFC Transportation and Logistics Fund7.35%24.8%1.09%₹2,116 Cr
SBI Healthcare Opportunities Fund20.88%24.31%18.52%1.02%₹5,796 Cr
UTI - Healthcare Fund16.82%24.15%16.09%1.28%₹1,444 Cr
LIC MF Infrastructure Fund8.97%23.9%21.88%1.35%₹1,174 Cr
SBI Infrastructure Fund1.67%12.96%15.82%1.14%₹4,810 Cr

About SBI Infrastructure Fund

SBI Infrastructure Fund is a sectoral / thematic fund managed by SBI Mutual Fund. Invest in one sector (such as banking, IT or pharma) or a theme (such as consumption or infrastructure). Concentrated and higher risk; suited to investors with a view on that sector.

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 scheme's stated objective, as published by SBI Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹53.8812119700
DirectIDCW₹47.6856119695
RegularGrowth₹49.3957106096
RegularIDCW₹43.9415106095

Frequently asked questions

What is the NAV of SBI Infrastructure Fund today?

The NAV of SBI Infrastructure Fund (Direct plan, Growth) is ₹53.8812 and the Regular plan NAV is ₹49.3957, as of 18 Sept 2026.

What returns has SBI Infrastructure Fund given?

Over the last year the Direct plan returned 1.67%, and 12.96% a year over 3 years and 15.82% a year over 5 years. That places it 76 of 136 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of SBI Infrastructure Fund?

The Direct plan charges 1.14% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in SBI Infrastructure Fund?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹5,000 or more.

How much has SBI Infrastructure Fund fallen in the past?

Its deepest fall was 42.1% from 5 Jan 2018 to 23 Mar 2020. Of every one-year stretch in its history, 78% ended in a gain.

What does SBI Infrastructure Fund invest in?

As on 31 Aug 2026 it held 43 positions, the largest being Reliance Industries Ltd (11.6%), Bharti Airtel Ltd (6%), Larsen & Toubro Ltd (5%). Its biggest sector was petroleum products at 11.6% of the fund. Portfolios change every month.

Which category does SBI Infrastructure Fund belong to?

It is a Sectoral / Thematic Fund from SBI Mutual Fund. Invest in one sector (such as banking, IT or pharma) or a theme (such as consumption or infrastructure). Concentrated and higher risk; suited to investors with a view on that sector.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from SBI Infrastructure Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.