36
InfrastructureAvoid
SBI Infra
SBI · Direct–Growth · rank #16 of 20 by Smart Score
Data updated
Trailing returns
1 Year
-0.9%
+3.8% vs index
3 Years
11.2%
+1.8% vs index
5 Years
14.0%
+6.1% vs index
Since launch
13.9%
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
-1.9%+4.1% vs index
Why this score
SBI Infra scores 36/100 — #16 of 20 Infrastructure fund (Avoid). It stands out for volatility and fund size — beating 92% of peers on volatility. The main drag is its 3y return (better than only 19% of peers).
Each bar shows the fund's percentile vs Infrastructure peers — a longer bar beats more of the category.
3Y return11.20% · 19th percentile in category
5Y return14.04% · 25th percentile in category
Sharpe ratio0.32 · 13th percentile in category
Volatility14.63 · 92nd percentile in category
Alpha0.35 · 14th percentile in category
Fund size4700.77 Cr · 83rd percentile in category
Top holdings
1.Reliance Industries Ltd10.98%
2.Bharti Airtel Ltd5.98%
3.Larsen & Toubro Ltd4.8%
4.Shree Cement Ltd4.75%
5.Adani Ports and Special Economic Zone Ltd4.59%
42 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.