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 | ₹968 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 | -0.41% | 1.17% |
| 6 Month | 4.12% | 5.46% |
| 1 Year | 2.11% | 4.27% |
| 3 Year | 25.6% | 21.51% |
| 5 Year | 29.31% | 25.6% |
SIP Return Analysis
| Scheme Name | Franklin Build India Fund Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.9% | 2.44% |
| 1 Year | 12.85% | 15.25% |
| 3 Year | 20.74% | 18.39% |
| 5 Year | 24.23% | 20.21% |
Rolling Lumpsum Returns
| Scheme Name | Franklin Build India Fund Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.98% | 8.41% |
| 3 Year | 19.41% | 11.48% |
| 5 Year | 19.75% | 8.43% |
Risk Management
| Scheme Name | Franklin Build India Fund Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.49% | 15.61% |
| Sharp | 1.22% | 0.95% |
| Beta | 0.88% | 0.88% |
| Alpha | 4.96% | 0.93% |
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 | 4.34 | 5.08 |
| Large Cap | 67.01 | 58 |
| Small Cap | 21.93 | 21.15 |
| Mid Cap | 6.72 | 15.77 |
Sector Allocation
| Scheme Name |
Franklin Build India Fund Growth Plan |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.34 | 4.49 |
| Energy | 13.21 | 11.4 |
| Industrials | 34.4 | 38.93 |
| Financial Services | 13.76 | 3.95 |
| Basic Materials | 5.11 | 6.31 |
| Technology | 1.78 | 1.23 |
| Communication Services | 7.83 | 11.28 |
| Utilities | 14.04 | 11.85 |
| Consumer Cyclical | 2.32 | 7.15 |
| Real Estate | 3.2 | 2.41 |
| Healthcare | - | 0.99 |
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