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) | ₹3088 Cr | ₹2425 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 | -1.94% | -3.13% |
| 6 Month | 2.17% | -1.28% |
| 1 Year | -1.2% | -6.38% |
| 3 Year | 24.33% | 19.48% |
| 5 Year | 27.42% | 26.34% |
SIP Return Analysis
| Scheme Name | Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| 6 Month | 0.5% | -0.97% |
| 1 Year | 11.23% | 8.44% |
| 3 Year | 18.66% | 13.01% |
| 5 Year | 22.7% | 18.9% |
Rolling Lumpsum Returns
| Scheme Name | Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| 1 Year | 11.93% | 11.56% |
| 3 Year | 19.48% | 16.95% |
| 5 Year | 19.77% | 12.58% |
Risk Management
| Scheme Name | Franklin Build India Fund Growth Plan | Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| Standard Deviation | 15.57% | 18.10% |
| Sharp | 1.13% | 0.76% |
| Beta | 0.89% | 0.90% |
| Alpha | 4.49% | 0.42% |
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 | 4.34 | 0.03 |
| Large Cap | 67.01 | 41.68 |
| Small Cap | 21.93 | 40.96 |
| Mid Cap | 6.72 | 17.33 |
Sector Allocation
| Scheme Name |
Franklin Build India Fund Growth Plan |
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth |
|---|---|---|
| Others | 4.34 | 0.03 |
| Energy | 13.21 | - |
| Industrials | 34.4 | - |
| Financial Services | 13.76 | - |
| Basic Materials | 5.11 | - |
| Technology | 1.78 | - |
| Communication Services | 7.83 | - |
| Utilities | 14.04 | - |
| Consumer Cyclical | 2.32 | - |
| Real Estate | 3.2 | - |
| Petroleum Products | - | 7.35 |
| Industrial Manufacturing | - | 2.81 |
| Construction | - | 16.57 |
| Electrical Equipment | - | 3.19 |
| Other Utilities | - | 0.7 |
| Cement & Cement Products | - | 7.05 |
| Consumer Durables | - | 6.16 |
| Power | - | 2.33 |
| Transport Services | - | 6.22 |
| Industrial Products | - | 7.79 |
| Telecom - Services | - | 10.28 |
| Finance | - | 2.77 |
| Agricultural, Commercial & Construction Vehicles | - | 4.98 |
| Gas | - | 0.92 |
| Aerospace & Defense | - | 3.81 |
| Auto Components | - | 10.85 |
| Chemicals & Petrochemicals | - | 3.09 |
| Consumable Fuels | - | 1.01 |
| Realty | - | 2.09 |
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