SBI Infrastructure Fund Direct Growth

Scheme code: INF200K01RS2 NAV value: ₹ 48.9651 NAV date: 19 March, 2026 TER: 1.05%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-31.80	92.61	14.01	20.10	13.63
3 year	-8.21	40.38	18.92	17.88	18.78
5 year	-2.10	36.24	15.15	16.73	15.46
7 year	5.72	22.10	15.16	15.61	13.55
10 year	12.94	21.59	17.13	17.37	14.92
12 year	15.95	19.99	18.16	17.93	16.54

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	20.1
3 year	6.28	30.95	15.04	17.88
5 year	8.38	26.02	14.22	16.73
7 year	10.18	15.62	12.93	15.61
10 year	11.42	12.93	12.18	17.37
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	20.1
3 year	6.56	19.64	13.57	17.88
5 year	9.22	12.29	10.75	16.73

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	20.1
3 year	7.68	21.49	15.06	17.88
5 year	10.37	13.5	11.93	16.73

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	20.1
3 year	8.04	32.03	17.81	17.88
5 year	8.18	28.64	15.34	16.73
7 year	10.64	16.42	13.77	15.61
10 year	12.56	14.06	13.31	17.37

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,96,787 - Absolute Returns: ₹96,787 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,57,821 - Absolute Returns: ₹10,57,821 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹94,34,974 - Absolute Returns: ₹34,34,974 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,56,64,443 - Absolute Returns: ₹72,64,443 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,27,58,910 - Absolute Returns: ₹2,07,58,910 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,63,05,516 - Absolute Returns: ₹3,19,05,516 - CAGR: %

Drawdown Metrics

Max Drawdown

-42.08 %

Drawdown Duration

27 months

Recovery Time

10 months

Avg Drawdown

-8.48 %

Calmar Ratio by Duration

1 Y

0.4777

3 Y

0.4249

5 Y

0.3976

7 Y

0.371

10 Y

0.4128

12 Y

0.4261

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	0.88	0.93	93.9	91.7	5.05 %	4.00 %
3 years	8.47	0.93	97.1	85.5	19.39 %	11.28 %
5 years	9.88	0.87	90.9	78.4	18.93 %	9.44 %
7 years	7.96	0.86	88.3	79.3	18.12 %	10.74 %
10 years	5.51	0.87	89.3	82.2	16.85 %	12.06 %
12 years	4.31	0.87	89.3	82.1	13.86 %	10.00 %
15 years	3.20	0.87	89.3	82.1	10.94 %	7.92 %