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) | ₹3036 Cr | ₹2016 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 | -0.29% | -2.85% |
| 6 Month | -2.71% | -8.81% |
| 1 Year | 5.92% | -3.79% |
| 3 Year | 25.34% | 17.08% |
| 5 Year | 24.63% | 20.56% |
SIP Return Analysis
| Scheme Name | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -1.65% | -4.82% |
| 1 Year | 5.56% | -4.09% |
| 3 Year | 15.41% | 5.17% |
| 5 Year | 20.97% | 13.36% |
Rolling Lumpsum Returns
| Scheme Name | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 11.77% | 12.13% |
| 3 Year | 19.65% | 13.07% |
| 5 Year | 19.87% | 11.61% |
Risk Management
| Scheme Name | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 14.11% | 13.62% |
| Sharp | 1.21% | 0.73% |
| Beta | 0.89% | 0.95% |
| Alpha | 4.14% | -2.94% |
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 | 3.83 | 10.7 |
| Large Cap | 68.6 | 34.79 |
| Small Cap | 20.34 | 36.45 |
| Mid Cap | 7.22 | 18.06 |
Sector Allocation
| Scheme Name |
Franklin Build India Fund Growth Plan |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 2.97 | 3.78 |
| Energy | 13.57 | 1.09 |
| Industrials | 35 | 48.35 |
| Financial Services | 15.02 | - |
| Basic Materials | 5.21 | 15.53 |
| Technology | 1.15 | 0.78 |
| Communication Services | 8.21 | 1.88 |
| Utilities | 14.66 | 14.82 |
| Consumer Cyclical | 1.58 | 5.51 |
| Real Estate | 2.63 | 8.27 |
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