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 | -2.77% | -1.65% |
| 6 Month | 3.21% | 3.6% |
| 1 Year | -0.95% | 1.22% |
| 3 Year | 24.61% | 20.49% |
| 5 Year | 27.88% | 24.55% |
SIP Return Analysis
| Scheme Name | Franklin Build India Fund Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.02% | 2.65% |
| 1 Year | 14.23% | 16.7% |
| 3 Year | 20.41% | 18.09% |
| 5 Year | 23.94% | 19.95% |
Rolling Lumpsum Returns
| Scheme Name | Franklin Build India Fund Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.93% | 8.4% |
| 3 Year | 19.48% | 11.48% |
| 5 Year | 19.77% | 8.44% |
Risk Management
| Scheme Name | Franklin Build India Fund Growth Plan | Sundaram Infrastructure Advantage Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.49% | 14.05% |
| Sharp | 1.22% | 1% |
| Beta | 0.88% | 0.88% |
| Alpha | 4.96% | 1.14% |
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 |
Top Comparisons
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns15.75%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns21.21%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns11.9%
Quant Aggressive Hybrid Fund-Growth
3Y Returns10.59%
UTI Mid Cap Fund-Growth Option
3Y Returns15.47%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns22.99%
HDFC Pharma and Healthcare Fund - Regular (G)
3Y Returns0%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
3Y Returns21.19%