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) | ₹3036 Cr | ₹2353 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 | -4.79% | -6.58% |
| 6 Month | -5.09% | -8.84% |
| 1 Year | 4.09% | -2.37% |
| 3 Year | 23.54% | 17.95% |
| 5 Year | 24.35% | 23.25% |
SIP Return Analysis
| Scheme Name | Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| 6 Month | -4.74% | -6.7% |
| 1 Year | -2.67% | -6.34% |
| 3 Year | 13.03% | 7.09% |
| 5 Year | 19.75% | 15.51% |
Rolling Lumpsum Returns
| Scheme Name | Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| 1 Year | 11.77% | 11.3% |
| 3 Year | 19.65% | 17.08% |
| 5 Year | 19.87% | 12.66% |
Risk Management
| Scheme Name | Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| Standard Deviation | 14.11% | 11.95% |
| Sharp | 1.21% | 0.81% |
| Beta | 0.89% | 0.92% |
| Alpha | 4.14% | -0.44% |
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 | 3.83 | 7.35 |
| Large Cap | 68.6 | 43.82 |
| Small Cap | 20.34 | 34.03 |
| Mid Cap | 7.22 | 14.79 |
Sector Allocation
| Scheme Name |
Franklin Build India Fund Growth Plan |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| Others | 2.97 | 0.47 |
| Energy | 13.57 | 7.1 |
| Industrials | 35 | 48.41 |
| Financial Services | 15.02 | 2.99 |
| Basic Materials | 5.21 | 12.23 |
| Technology | 1.15 | 2.25 |
| Communication Services | 8.21 | 10.76 |
| Utilities | 14.66 | 2.69 |
| Consumer Cyclical | 1.58 | 10.25 |
| Real Estate | 2.63 | 2.07 |
| Healthcare | - | 0.77 |
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