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My Portfolio:
  • 0.00 0

SBI Infrastructure Fund (G) Equity Theme - Infrastructure

Plan: OPEN | Option: Growth | Bhavin Vithiani

05 May 25 | 12:00 AM

47.78 0.29 (0.60%)

  • Underperforms

    -0.96%

    Return (1Y)

    underperformed Nifty Infrastructure TRI by -7.14%

  • Less Volatile

    1.06%

    Standard Deviation (1Y)

    Lower Equity Theme - Infrastructure by -0.30%

  • Not so consistent

    5/12

    Months

    Has beaten Equity Theme - Infrastructure

  • Value research rating

Stock Composition

NAV

JavaScript chart by amCharts 3.20.9NAVJul 04Aug 04Sep 04Nov 04
JavaScript chart by amCharts 3.20.9SBI Infrastructure Fund (G)

Scheme Trivia

  • SBI Infrastructure Fund (G) fund has been the 7th best in the 5Y SIP performance in the Equity Theme - Infrastructure category

  • SBI Infrastructure Fund (G) fund has been the 7th best in the 1Y SIP performance in the Equity Theme - Infrastructure category

  • SBI Infrastructure Fund (G) fund has been the 7th best in the 5Y SIP performance in the Equity Theme - Infrastructure category

  • SBI Infrastructure Fund (G) fund has been the 7th best in the 3Y SIP performance in the Equity Theme - Infrastructure category

  • SBI Infrastructure Fund (G) fund has been the 7th best in the 1Y SIP performance in the Equity Theme - Infrastructure category

  • SBI Infrastructure Fund (G) fund has been the 7th best in the 5Y SIP performance in the Equity Theme - Infrastructure category

  • SBI Infrastructure Fund (G) fund has been the 7th best in the 1Y SIP performance in the Equity Theme - Infrastructure category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year SBI Infrastructure Fund (G), has underperformed Nifty Infrastructure TRI by -7.15% (CAGR difference)

-0.96%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.9-1.5-1.0-0.50.00.51.01.52.02.53.03.54.04.55.05.56.06.5
JavaScript chart by amCharts 3.20.9SBI Infrastructure Fund (G) Nifty Infrastructure TRI

Risk

In last 1 year , the volatility of SBI Infrastructure Fund (G) is Lower than Nifty Infrastructure TRI by -0.30%

1.06%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.051.101.151.201.251.301.351.40
JavaScript chart by amCharts 3.20.9SBI Infrastructure Fund (G) Nifty Infrastructure TRI

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 12 Months, i.e 41.67% of the times It beaten its benchmark, Equity Theme - Infrastructure

Consistency Meter

JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-1001020
JavaScript chart by amCharts 3.20.9SBI Infrastructure Fund (G) Nifty Infrastructure TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-50510
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition