Franklin Build India Fund Growth Plan vs Tata Infrastructure Fund compare
Franklin Build India Fund Growth Plan
Tata Infrastructure Fund-Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Fund | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2884 Cr | ₹2138 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 04 Sep 2009 | 31 Dec 2004 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Infrastructure Index | BSE India Infrastructure Index |
| Turn Over | 18.1% | 20.89% |
| Expense Ratio | 2.02 | 2.06 |
| Manager | Sandeep Manam | Abhinav Sharma |
| ISIN Code | INF090I01AE7 | INF277K01782 |
| 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 | Tata Infrastructure Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 1.46% | 3.1% |
| 6 Month | 17.45% | 17.09% |
| 1 Year | -2.4% | -13.14% |
| 3 Year | 25.86% | 17.38% |
| 5 Year | 32.61% | 28.36% |
SIP Return Analysis
| Scheme Name | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 3.33% | 2.4% |
| 1 Year | 10.72% | 3.82% |
| 3 Year | 22.79% | 14.18% |
| 5 Year | 25.51% | 19.72% |
Rolling Lumpsum Returns
| Scheme Name | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 12.45% | 12.79% |
| 3 Year | 18.92% | 12.46% |
| 5 Year | 19.55% | 11.37% |
Risk Management
| Scheme Name | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 15.79% | 17.49% |
| Sharp | 1.16% | 0.65% |
| Beta | 1.07% | 1.16% |
| Alpha | 9.88% | 2.31% |
Fund Managers
| Scheme Name | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Name | Sandeep Manam | Abhinav Sharma |
| Total AUM | ₹74256 Cr | ₹5613 Cr |
| Funds Managed | 20 | 3 |
| Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Franklin Build India Fund Growth Plan |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 4.35 | 8.34 |
| Large Cap | 63.44 | 31.8 |
| Mid Cap | 6.87 | 19.01 |
| Small Cap | 25.34 | 40.86 |
Sector Allocation
| Scheme Name |
Franklin Build India Fund Growth Plan |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 4.35 | 5.26 |
| Energy | 12.61 | 1.26 |
| Basic Materials | 5.39 | 17.02 |
| Industrials | 35.65 | 47.3 |
| Financial Services | 11.6 | - |
| Technology | 2.56 | 0.76 |
| Communication Services | 7.94 | 1.47 |
| Utilities | 13.57 | 15.24 |
| Consumer Cyclical | 3.01 | 4.12 |
| Real Estate | 3.3 | 7.56 |
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