Investment Objective
SBI Infrastructure Fund seeks to provide long-term capital appreciation to its investors through active management of a diversified portfolio of equity stocks of companies directly or indirectly involved in the infrastructure growth in the Indian economy and through investments in debt & money market instruments.
Investment Strategy
- The fund invests at least 80% of its portfolio in companies engaged in the infrastructure sector.
- It also provides the flexibility to invest up to 20% of assets in equities other than companies engaged in the infrastructure space and/or debt and/or money market instruments.
- The scheme primarily focuses on investing in companies across the following key areas or sectors of the economy:
- Airports
- Banks, Financial Institutions, Term lending Institutions and NBFCs
- Cement & Cement Products
- Coal
- Industrial Capital Goods & Products
- Construction
- Electrical & Electronic components
- Engineering
- Energy including Coal, Oil & Gas, Petroleum & Pipelines
- Urban Infrastructure, including Housing & Commercial Infrastructur
- Metals & Minerals
- Ports
- Power and Power equipment
- Road & Railway initiatives
- Telecommunication
- Transportation
- Logistic Service provide
- Commercial Vehicles
- Industrial Manufacturing
Who Should Invest
- Investors seeking to generate long term capital appreciation from investments in the infrastructure segment.
- Investors having a higher risk appetite and seeking to gain exposure to the infrastructure sector to supplement their core portfolio.