Sundaram Infrastructure Advantage Fund Regular Plan vs Franklin Build India Fund Growth Plan compare
Franklin Build India Fund Growth Plan
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin Build India Fund Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Fund | Franklin Build India Fund Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3088 Cr | ₹961 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Sep 2009 | 29 Sep 2005 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Infrastructure Index | NIFTY Infrastructure TRI |
| Turn Over | 18.1% | 31% |
| Expense Ratio | 2.02 | 2.4 |
| Manager | Sandeep Manam | Rohit Seksaria |
| ISIN Code | INF090I01AE7 | INF903J01F68 |
| 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 | Sundaram Infrastructure Advantage Fund - Growth charges 0.5% 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 | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.48% | -2.97% |
| 6 Month | 1.33% | 1.69% |
| 1 Year | -0.9% | 0.28% |
| 3 Year | 24.44% | 20.68% |
| 5 Year | 26.26% | 23.06% |
SIP Return Analysis
| Scheme Name | Franklin Build India Fund Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.79% | 0.49% |
| 1 Year | 10.04% | 13.73% |
| 3 Year | 17.97% | 16.32% |
| 5 Year | 22.23% | 18.56% |
Rolling Lumpsum Returns
| Scheme Name | Franklin Build India Fund Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.9% | 8.32% |
| 3 Year | 19.52% | 11.5% |
| 5 Year | 19.8% | 8.47% |
Risk Management
| Scheme Name | Franklin Build India Fund Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.57% | 14.05% |
| Sharp | 1.13% | 0.95% |
| Beta | 0.89% | 0.88% |
| Alpha | 4.49% | 1.24% |
Fund Managers
| Scheme Name | Franklin Build India Fund Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Name | Sandeep Manam | Rohit Seksaria |
| Total AUM | ₹74256 Cr | ₹0 Cr |
| Funds Managed | 20 | 15 |
| Franklin Build India Fund Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin Build India Fund Growth Plan |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.75 | 5.22 |
| Large Cap | 67.36 | 58.85 |
| Small Cap | 21.03 | 20.32 |
| Mid Cap | 6.86 | 15.61 |
Sector Allocation
| Scheme Name |
Franklin Build India Fund Growth Plan |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.86 | 4.62 |
| Energy | 13.36 | 11.86 |
| Industrials | 34.75 | 39.12 |
| Financial Services | 14.64 | 4.13 |
| Basic Materials | 4.77 | 6.12 |
| Technology | 1.66 | 1.09 |
| Communication Services | 8.08 | 11.63 |
| Utilities | 14.11 | 11.42 |
| Consumer Cyclical | 1.76 | 6.86 |
| Real Estate | 3.03 | 2.19 |
| Healthcare | - | 0.95 |
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