Kotak Infrastructure & Economic Reform Fund vs Franklin Build India Fund Growth Plan 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) | ₹2968 Cr | ₹2450 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 | -2.49% | -3.81% |
6 Month | 15.49% | 13.73% |
1 Year | -0.18% | -5.43% |
3 Year | 27.99% | 22.01% |
5 Year | 32.69% | 30% |
SIP Return Analysis
Scheme Name | Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
---|---|---|
6 Month | 5.81% | 5.89% |
1 Year | 5.5% | -0.52% |
3 Year | 22.81% | 16.12% |
5 Year | 25.94% | 22.21% |
Rolling Lumpsum Returns
Scheme Name | Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
---|---|---|
1 Year | 12.45% | 12.1% |
3 Year | 18.92% | 16.45% |
5 Year | 19.55% | 12.38% |
Risk Management
Scheme Name | Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
---|---|---|
Standard Deviation | 15.68% | 11.95% |
Sharp | 1.36% | 1% |
Beta | 1.06% | 0.89% |
Alpha | 10.61% | 3% |
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 | 4.35 | 1.86 |
Large Cap | 63.44 | 41.31 |
Mid Cap | 6.87 | 17.85 |
Small Cap | 25.34 | 38.98 |
Sector Allocation
Scheme Name |
Franklin Build India Fund Growth Plan |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
---|---|---|
Others | 4.35 | 1.08 |
Energy | 12.61 | 8.35 |
Basic Materials | 5.39 | 14.91 |
Industrials | 35.65 | 44.55 |
Financial Services | 11.6 | 1.72 |
Technology | 2.56 | 1.21 |
Communication Services | 7.94 | 10.97 |
Utilities | 13.57 | 4.88 |
Consumer Cyclical | 3.01 | 10.29 |
Real Estate | 3.3 | 2.05 |
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