Sbi Infrastructure Fund Direct Growth

Invest in the SBI Infrastructure Fund Direct Growth by following three easy steps and start earning your profits.

What is the performance of SBI infrastructure fund?

2. The fund has achieved trailing returns over various time periods:

– 62.55% in the past year

– 32.36% in the past three years

– 26.79% in the past five years

– 9.39% since its launch.


– Returns: Trailing returns for different time periods are as follows:

a) Past year: 62.55%

b) Past three years: 32.36%

c) Past five years: 26.79%

d) Since launch: 9.39%.

Frequently Asked Questions

Equity funds are investment schemes that focus on investing in stocks of companies with varying market values.

Understanding the Categories of Equity Funds: Large Cap, Mid Cap, Small Cap, and Multi Cap

SEBI classifies listed companies according to their market capitalization. Large-cap funds focus on investing in the top 100 companies, while mid-cap funds target those ranked between 101 and 250. Small-cap funds, on the other hand, invest in companies ranked from 251st onwards. Multi-cap funds have a more diverse approach as they invest in small cap, mid cap, and large cap companies.

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What is the SBI Infrastructure Fund Direct Growth?

ELSS funds are mutual funds that offer tax benefits and primarily invest in equity schemes. These funds have a mandatory lock-in period of 3 years.

What is the meaning of Bluechip funds?

Bluechip funds are investment vehicles that allocate their assets in the stocks of highly reputable companies that have consistently demonstrated strong financial performance over an extended duration.

Understanding the lock-in period: A comprehensive overview

The lock-in period refers to the duration during which your investment in a mutual fund cannot be withdrawn. While many mutual funds do not have any lock-in period, tax-saving schemes like ELSS have a minimum lock-in period of 3 years, which is the shortest among other 80C investment options. The lock-in period starts from the date of investment and may vary for investments made through SIPs.

Is KYC mandatory for BLACK in India?

All fund houses require KYC documentation. When investing through BLACK, completing your KYC process once is sufficient. This single KYC will be applicable for all future investments as well.

Understanding the Mandate (Auto-SIP) Concept

A Mandate is a single registration that allows you to authorize your bank account to automatically deduct a specific amount of money from your account every day for investing in a SIP portfolio. Once you have registered for the Mandate, there is no need to go through the payment process each time you make an investment in the SIP.

The exit load of SBI Infra fund: What is it?

The SBI Infrastructure Fund – Direct Plan has an exit load of 0.50% if you redeem your investment within 30 days. This means that if you decide to withdraw your money from the fund before the completion of 30 days, a fee of 0.50% will be deducted from your total investment amount.

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To invest in this fund, you need to have a minimum initial investment of Rs 5000. Additionally, if you want to make any further investments after the initial one, the minimum additional investment required is Rs 1000. If you prefer to invest through a Systematic Investment Plan (SIP), then the minimum SIP investment amount is Rs 500.

– Exit Load: A fee of 0.50% will be charged if you redeem your investment within 30 days.

– Minimum Investment: You need at least Rs 5000 for the initial investment and Rs 1000 for any subsequent investments.

– Minimum SIP Investment: The minimum amount for investing through a SIP is Rs 500.

Should I consider investing in the SBI infrastructure fund?

The SBI Infrastructure Fund Direct Growth has consistently outperformed other funds in its category, making it a promising investment option. This sectoral/thematic fund primarily focuses on domestic equities, with approximately 94.13% of its investments allocated to this asset class.

What is the top growth fund in India?

– JM Flexicap Fund (Direct) Growth Option

– Bank of India Flexi Cap Fund Direct Growth

– ITI Flexi Cap Fund Direct Growth

– Motilal Oswal Flexicap Fund Direct Plan Growth

– Invesco India Flexi Cap Fund Direct Growth

– Taurus Flexi Cap Fund – Direct Plan-Growth Option

The return on a 20000 SIP

If you invest Rs. 20,000 per month in the SBI Infrastructure Fund through a Systematic Investment Plan (SIP) for a period of 20 years, assuming an average annual return of 10%, your total investment amount would be Rs. 48,00,000.

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The SBI Infrastructure Fund aims to generate long-term capital appreciation by primarily investing in equity and equity-related securities of companies involved in infrastructure development projects or related activities such as power generation/transmission/distribution sectors and transportation networks among others.

– You can invest through SIP with monthly contributions.

– The target fund is the SBI Infrastructure Fund.

– Your total investment over the course of twenty years would be approximately Rs.48 lakhs assuming an average annual return rate of around ten percent.

– The fund focuses on infrastructure-related companies aiming for long-term capital appreciation.

What is the smallest amount to invest in SBI infrastructure fund?

The SBI Infrastructure Fund Direct Growth has an expense ratio of 1.82%. This means that for every ₹100 invested in the fund, ₹1.82 is deducted as expenses. The fund currently has an Asset Under Management (AUM) of ₹2,063.67 Crores, indicating a significant amount of investor interest and trust.

P.S: Investing in mutual funds involves risks associated with market fluctuations; therefore, it is advisable to carefully read all scheme-related documents before making any investment decisions.