Fund has been able to generate better returns compared to other funds in the same category
Hefty expense ratio implies reduced returns over the long term
Fund has been able to generate better price return than bank FD
Significant holdings have underlying redflags
Sector Funds - Infrastructure are equity schemes that majorly invest in infrastructure sector companies. It will give exposure to entire sector which comprised a wide range of companies involved in infrastructure related activities.
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Monthly Investment Amt. (₹)
Investment period (years)
The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. The SBI Mutual Fund is a Joint Venture between the State Bank of India, and Amundi, which is a French asset management company.
₹ 4,17,663.61 Cr.