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) | ₹3068 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 | -0.74% | -1.36% |
| 6 Month | -1.8% | -4.04% |
| 1 Year | 5.42% | -0.5% |
| 3 Year | 25.28% | 19.39% |
| 5 Year | 24.59% | 23.84% |
SIP Return Analysis
| Scheme Name | Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| 6 Month | -0.65% | -1.32% |
| 1 Year | 6.35% | 5.39% |
| 3 Year | 15.62% | 10.7% |
| 5 Year | 20.96% | 17.35% |
Rolling Lumpsum Returns
| Scheme Name | Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| 1 Year | 11.78% | 11.37% |
| 3 Year | 19.63% | 17.08% |
| 5 Year | 19.85% | 12.63% |
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 | 4.75 | 6.14 |
| Large Cap | 67.36 | 44.42 |
| Small Cap | 21.03 | 34.96 |
| Mid Cap | 6.86 | 14.48 |
Sector Allocation
| Scheme Name |
Franklin Build India Fund Growth Plan |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| Others | 3.86 | 0.96 |
| Energy | 13.36 | 7.97 |
| Industrials | 34.75 | 46.68 |
| Financial Services | 14.64 | 2.71 |
| Basic Materials | 4.77 | 12.46 |
| Technology | 1.66 | 2.3 |
| Communication Services | 8.08 | 10.26 |
| Utilities | 14.11 | 3.54 |
| Consumer Cyclical | 1.76 | 10.96 |
| Real Estate | 3.03 | 2.15 |
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