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) | ₹3036 Cr | ₹947 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 | -0.29% | -2.1% |
| 6 Month | -2.71% | -2.59% |
| 1 Year | 5.92% | 5.59% |
| 3 Year | 25.34% | 20.85% |
| 5 Year | 24.63% | 21.03% |
SIP Return Analysis
| Scheme Name | Franklin Build India Fund Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.65% | -2.39% |
| 1 Year | 5.56% | 5.35% |
| 3 Year | 15.41% | 12.78% |
| 5 Year | 20.97% | 16.7% |
Rolling Lumpsum Returns
| Scheme Name | Franklin Build India Fund Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.78% | 8.16% |
| 3 Year | 19.63% | 11.55% |
| 5 Year | 19.85% | 8.5% |
Risk Management
| Scheme Name | Franklin Build India Fund Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.46% | 15.40% |
| Sharp | 1.17% | 0.97% |
| Beta | 0.89% | 0.88% |
| Alpha | 3.90% | 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 | 3.83 | 5.26 |
| Large Cap | 68.6 | 59.44 |
| Small Cap | 20.34 | 20.51 |
| Mid Cap | 7.22 | 14.79 |
Sector Allocation
| Scheme Name |
Franklin Build India Fund Growth Plan |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.97 | 4.78 |
| Energy | 13.57 | 12.18 |
| Industrials | 35 | 38.73 |
| Financial Services | 15.02 | 4.13 |
| Basic Materials | 5.21 | 6.23 |
| Technology | 1.15 | 0.51 |
| Communication Services | 8.21 | 11.91 |
| Utilities | 14.66 | 11.39 |
| Consumer Cyclical | 1.58 | 7.06 |
| Real Estate | 2.63 | 2.15 |
| Healthcare | - | 0.93 |
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