37
InfrastructureAvoid
SBI Infra
SBI · Direct–Growth · rank #17 of 20 by Smart Score
Data updated
Trailing returns
1 Year
5.1%
+2.1% vs index
3 Years
14.5%
+3.0% vs index
5 Years
16.5%
+6.2% vs index
Since launch
14.4%
Year-by-year performance
2021
+49.3%+18.6% vs index
2022
+9.7%+6.0% vs index
2023
+50.4%+23.9% vs index
2024
+21.8%+6.1% vs index
2025
-0.1%-7.8% vs index
2026
+1.6%+3.7% vs index
Why this score
SBI Infra scores 37/100 — #17 of 20 Infrastructure fund (Avoid). It stands out for volatility and fund size — beating 92% of peers on volatility. The main drag is its 5y return (better than only 14% of peers).
Each bar shows the fund's percentile vs Infrastructure peers — a longer bar beats more of the category.
5Y return16.52% · 14th percentile in category
3Y return14.54% · 19th percentile in category
Volatility14.52 · 92nd percentile in category
Sharpe ratio0.51 · 18th percentile in category
Fund size4930.87 Cr · 83rd percentile in category
Alpha1.09 · 31st percentile in category
Top holdings
1.Reliance Industries Ltd9.55%
2.Bharti Airtel Ltd6.4%
3.Shree Cement Ltd5.28%
4.Larsen & Toubro Ltd4.79%
5.Adani Enterprises Ltd4.3%
38 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.