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) | ₹2950 Cr | ₹962 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 | -2.49% | -1.84% |
6 Month | 15.49% | 16.95% |
1 Year | -0.18% | -0.24% |
3 Year | 27.99% | 22% |
5 Year | 32.69% | 27.43% |
SIP Return Analysis
Scheme Name | Franklin Build India Fund Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
6 Month | 4.08% | 4.99% |
1 Year | 5.86% | 7.03% |
3 Year | 22.98% | 19.17% |
5 Year | 26% | 21.12% |
Rolling Lumpsum Returns
Scheme Name | Franklin Build India Fund Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
1 Year | 12.45% | 8.98% |
3 Year | 18.92% | 11.23% |
5 Year | 19.55% | 8.26% |
Risk Management
Scheme Name | Franklin Build India Fund Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.68% | 15.91% |
Sharp | 1.36% | 1.05% |
Beta | 1.06% | 1.10% |
Alpha | 10.61% | 5.65% |
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 | 4.35 | 7.21 |
Large Cap | 63.44 | 55.56 |
Mid Cap | 6.87 | 15.72 |
Small Cap | 25.34 | 21.5 |
Sector Allocation
Scheme Name |
Franklin Build India Fund Growth Plan |
Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
---|---|---|
Others | 4.35 | 5.88 |
Energy | 12.61 | 10.94 |
Basic Materials | 5.39 | 7.63 |
Industrials | 35.65 | 38.35 |
Financial Services | 11.6 | 3.88 |
Technology | 2.56 | 0.7 |
Communication Services | 7.94 | 10.74 |
Utilities | 13.57 | 11.75 |
Consumer Cyclical | 3.01 | 7.56 |
Real Estate | 3.3 | 2.59 |
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