37
InfrastructureAvoid
SBI Infra
SBI · Direct–Growth · rank #16 of 20 by Smart Score
Data updated
Trailing returns
1 Year
1.7%
+3.8% vs index
3 Years
12.9%
+3.1% vs index
5 Years
15.8%
+6.3% vs index
Since launch
14.3%
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
+0.8%+4.4% vs index
Why this score
SBI Infra scores 37/100 — #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 return12.95% · 19th percentile in category
5Y return15.80% · 19th percentile in category
Sharpe ratio0.44 · 13th percentile in category
Volatility14.55 · 92nd percentile in category
Sortino ratio0.60 · 17th percentile in category
Fund size4810.36 Cr · 83rd percentile in category
Top holdings
1.Reliance Industries Ltd11.55%
2.Bharti Airtel Ltd6.03%
3.Larsen & Toubro Ltd5.05%
4.Shree Cement Ltd4.82%
5.Siemens Ltd4.19%
41 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.