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) | ₹3088 Cr | ₹2376 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 | -2.53% | -2.77% |
| 6 Month | 1.18% | -0.51% |
| 1 Year | -2.15% | -7.6% |
| 3 Year | 24.12% | 19.28% |
| 5 Year | 26.8% | 26.27% |
SIP Return Analysis
| Scheme Name | Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| 6 Month | -0.79% | -1.44% |
| 1 Year | 10.04% | 8.61% |
| 3 Year | 17.97% | 12.88% |
| 5 Year | 22.23% | 18.76% |
Rolling Lumpsum Returns
| Scheme Name | Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| 1 Year | 11.93% | 11.56% |
| 3 Year | 19.48% | 16.95% |
| 5 Year | 19.77% | 12.58% |
Risk Management
| Scheme Name | Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| Standard Deviation | 15.57% | 18.10% |
| Sharp | 1.13% | 0.76% |
| Beta | 0.89% | 0.90% |
| Alpha | 4.49% | 0.42% |
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 | 4.34 | 3.85 |
| Large Cap | 67.01 | 40.45 |
| Small Cap | 21.93 | 38.45 |
| Mid Cap | 6.72 | 17.25 |
Sector Allocation
| Scheme Name |
Franklin Build India Fund Growth Plan |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| Others | 4.34 | 0.08 |
| Energy | 13.21 | 8.36 |
| Industrials | 34.4 | 46.88 |
| Financial Services | 13.76 | 2.76 |
| Basic Materials | 5.11 | 13.9 |
| Technology | 1.78 | 1.29 |
| Communication Services | 7.83 | 10.28 |
| Utilities | 14.04 | 3.95 |
| Consumer Cyclical | 2.32 | 10.41 |
| Real Estate | 3.2 | 2.09 |
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