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) | ₹2857 Cr | ₹2287 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 | 3.25% | 2.32% |
6 Month | 9.74% | 7.05% |
1 Year | -1.72% | -12.31% |
3 Year | 33.27% | 25.3% |
5 Year | 33.96% | 31.17% |
SIP Return Analysis
Scheme Name | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
6 Month | 10.6% | 11.64% |
1 Year | 11.83% | 4.82% |
3 Year | 26.78% | 18.53% |
5 Year | 28.39% | 23.19% |
Rolling Lumpsum Returns
Scheme Name | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
1 Year | 12.75% | 13.14% |
3 Year | 18.6% | 12.22% |
5 Year | 19.31% | 11.24% |
Risk Management
Scheme Name | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 16.00% | 18.17% |
Sharp | 1.54% | 1.07% |
Beta | 1.04% | 1.16% |
Alpha | 9.85% | 2.94% |
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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 | 4.27 | 8 |
Large Cap | 62.86 | 31.8 |
Mid Cap | 7.57 | 19.16 |
Small Cap | 25.31 | 41.04 |
Sector Allocation
Scheme Name |
Franklin Build India Fund Growth Plan |
Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
Others | 4.27 | 5.44 |
Energy | 12.72 | 1.28 |
Basic Materials | 7.23 | 16 |
Industrials | 35.72 | 47.62 |
Financial Services | 11.88 | - |
Technology | 1.89 | 0.78 |
Communication Services | 8 | 1.66 |
Utilities | 12.48 | 15.45 |
Consumer Cyclical | 2.68 | 4.08 |
Real Estate | 3.12 | 7.7 |
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