SBI Infrastructure Fund Regular Plan Growth

Published: 11-10-2025 05:21:04 AM

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.