Franklin Build India Fund Growth Plan vs Kotak Infrastructure & Economic Reform Fund compare
Franklin Build India Fund Growth Plan
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
Chart Comparison
Overview
| Scheme Name | Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| Fund | Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2947 Cr | ₹2341 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Sep 2009 | 25 Feb 2008 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Infrastructure Index | NIFTY Infrastructure TRI |
| Turn Over | 18.1% | 12.24% |
| Expense Ratio | 2.02 | 2 |
| Manager | Sandeep Manam | Arjun Khanna |
| ISIN Code | INF090I01AE7 | INF178L01095 |
| Exits Load | Franklin Build India Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak Infrastructure and Economic Reform Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| 1 Month | 1.66% | 1.29% |
| 6 Month | 7.04% | 9.71% |
| 1 Year | 4.56% | 1.6% |
| 3 Year | 26.81% | 21.34% |
| 5 Year | 30.46% | 30.01% |
SIP Return Analysis
| Scheme Name | Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| 6 Month | 1.59% | 1.12% |
| 1 Year | 12.73% | 11.6% |
| 3 Year | 20.43% | 15.4% |
| 5 Year | 23.74% | 20.5% |
Rolling Lumpsum Returns
| Scheme Name | Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| 1 Year | 12.03% | 11.76% |
| 3 Year | 19.36% | 16.88% |
| 5 Year | 19.73% | 12.55% |
Risk Management
| Scheme Name | Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| Standard Deviation | 15.49% | 11.95% |
| Sharp | 1.22% | 0.88% |
| Beta | 0.88% | 0.89% |
| Alpha | 4.96% | 1.27% |
Fund Managers
| Scheme Name | Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| Name | Sandeep Manam | Arjun Khanna |
| Total AUM | ₹74256 Cr | ₹169639 Cr |
| Funds Managed | 20 | 24 |
| Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
Market Cap
| Scheme Name |
Franklin Build India Fund Growth Plan |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| Others | 3.52 | 2.3 |
| Large Cap | 65.83 | 40.25 |
| Small Cap | 23.74 | 39.73 |
| Mid Cap | 6.91 | 17.72 |
Sector Allocation
| Scheme Name |
Franklin Build India Fund Growth Plan |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| Others | 3.52 | 0.55 |
| Energy | 12.89 | 8.3 |
| Industrials | 35.44 | 46.31 |
| Financial Services | 13.18 | 1.75 |
| Basic Materials | 5.03 | 14.41 |
| Technology | 2.21 | 1.26 |
| Communication Services | 7.62 | 10.29 |
| Utilities | 14.2 | 4.53 |
| Consumer Cyclical | 2.74 | 10.65 |
| Real Estate | 3.16 | 1.94 |
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