Should I invest in SBI INFRASTRUCTURE FUND?

We don't give personal investment advice. SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 23.5%. 5-year CAGR: 17.48%.

SBI

SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH

Latest NAV

₹50.8537

As of

24 Jul 2026

4,374 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.20%	-0.24%	+0.45	10 / 122	Q1
1W	-1.02%	-1.20%	+0.18	52 / 122	Q2
2W	-0.73%	-1.38%	+0.64	37 / 122	Q2
1M	-1.52%	-0.33%	-1.18	77 / 122	Q3
3M	+1.77%	+2.77%	-1.00	70 / 122	Q3
6M	+9.82%	+4.75%	+5.07	36 / 122	Q2
YTD	+2.52%	+0.21%	+2.31	41 / 122	Q2
1Y	+2.64%	+1.48%	+1.16	46 / 120	Q2
2Y	-1.74%	+1.54%	-3.28	71 / 116	Q3
3Y	+16.11%	+13.01%	+3.11	41 / 114	Q2
4Y	+19.67%	+14.55%	+5.12	24 / 106	Q1
5Y	+17.48%	+11.72%	+5.76	20 / 104	Q1
7Y	+19.05%	+14.88%	+4.17	27 / 99	Q2
10Y	+14.54%	+11.23%	+3.32	22 / 93	Q1
Inception	+8.85%	+10.97%	-2.12	78 / 122	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+2.52%	+0.11%	+2.40	39 / 118
2025	-1.29%	+3.20%	-4.48	73 / 115
2024	+20.23%	+19.60%	+0.62	48 / 113
2023	+48.85%	+31.56%	+17.30	11 / 108
2022	+9.26%	+2.19%	+7.08	32 / 104
2021	+46.75%	+32.41%	+14.34	22 / 102
2020	+7.92%	+18.32%	-10.40	72 / 100
2019	+9.71%	+5.50%	+4.21	27 / 97
2018	-18.28%	-10.07%	-8.22	72 / 94
2017	+40.43%	+30.10%	+10.33	22 / 93
2016	+8.55%	-0.25%	+8.80	14 / 93

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+10.86%

195 windows

min -62.9% · max 89.9%

65% positive

3-Year rolling

+12.65%

183 windows

min -17.8% · max 34.4%

83% positive

5-Year rolling

+11.71%

158 windows

min -11.0% · max 33.6%

89% positive

7-Year rolling

+11.39%

133 windows

min -4.5% · max 21.1%

94% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.07%

3-year · annualised

Sharpe ratio

0.63

vs risk-free 6.5%

Sortino ratio

1.04

Downside-only deviation

Max drawdown

-23.50%

Sep 2024 → Mar 2025

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option	HDFC	₹17.7760	24 Jul 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹27.1441	24 Jul 2026
SBI COMMA Fund - REGULAR PLAN - Growth	SBI	₹114.8349	24 Jul 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.5800	24 Jul 2026
Franklin Asian Equity Fund - Growth Plan	Franklin Templeton	₹43.3220	24 Jul 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.3942	24 Jul 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹68.1110	24 Jul 2026
CANARA ROBECO INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH OPTION	Canara Robeco	₹166.1100	24 Jul 2026
UTI - MNC Fund - Regular Plan - Growth Option	UTI	₹392.8627	24 Jul 2026
Aditya Birla Sun Life Consumption Fund -Regular - IDCW	Birla Sun Life	₹35.4300	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹50.8537
23 Jul 2026	₹50.7500
22 Jul 2026	₹51.2310
21 Jul 2026	₹51.7413
20 Jul 2026	₹51.7131
17 Jul 2026	₹51.3772
16 Jul 2026	₹51.6578
15 Jul 2026	₹51.3271
14 Jul 2026	₹51.2222
13 Jul 2026	₹51.2673

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 24 Jul 2026, the NAV of SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH is ₹50.8537. It's a Sectoral/Thematic Fund from SBI, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH has NAV history starting from 10 Jul 2007, a track record of about 19 years. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH is managed by SBI. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH has delivered a absolute return of 2.64% — +1.16 pp ahead of the Sectoral/Thematic Fund category average of 1.48%. The fund ranks #46 of 120 in its category — the second (Q2) quartile.

Over the trailing 3-year window, SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH has delivered a CAGR of 16.11% — +3.11 pp ahead of the Sectoral/Thematic Fund category average of 13.01%. The fund ranks #41 of 114 in its category — the second (Q2) quartile.

Over the trailing 5-year window, SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH has delivered a CAGR of 17.48% — +5.76 pp ahead of the Sectoral/Thematic Fund category average of 11.72%. The fund ranks #20 of 104 in its category — the top (Q1) quartile.

₹1 lakh invested in SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH exactly 10 years ago would be worth approximately ₹388,747 today — a multiplier of 3.89×, based on the 10-year CAGR of 14.54%. The category average over the same window would have grown ₹1 lakh to ₹289,792.

A ₹10,000 monthly SIP in SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH over the last 5 years — total invested ₹600,000 — would be worth ₹877,211 today. That's an XIRR (money-weighted annualised return) of 15.18%.

A ₹10,000 monthly SIP for 10 years in SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH = ₹1,200,000 invested. It would currently be worth ₹2,950,572 (multiplier 2.46×). XIRR: 17.13%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH ranks #20 out of 104 funds in the Sectoral/Thematic Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 11.72%; this fund delivered 17.48%.

The worst peak-to-trough decline SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH has experienced over the last 5-year window is 23.50% — its NAV fell from a high on 23 Sep 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH averaged 11.71% (best 33.56%, worst -11.05%). 89% of rolling windows ended positive. The 5-year Sharpe ratio is 0.70 — reasonable risk-adjusted performance.

In calendar year 2025, SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH returned -1.29% — lagging the Sectoral/Thematic Fund category average of 3.20% by 4.48 pp. It ranked #73 of 115 in its category that year.

SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 23.5%. 5-year CAGR: 17.48%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.