Tata Infrastructure Fund vs Franklin Build India Fund Growth Plan compare
Franklin Build India Fund Growth Plan
Tata Infrastructure Fund-Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Fund | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3088 Cr | ₹2069 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 04 Sep 2009 | 31 Dec 2004 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Infrastructure Index | BSE India Infrastructure Index |
| Turn Over | 18.1% | 20.89% |
| Expense Ratio | 2.02 | 2.06 |
| Manager | Sandeep Manam | Abhinav Sharma |
| ISIN Code | INF090I01AE7 | INF277K01782 |
| 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 | Tata Infrastructure Fund - Regular Plan - Growth charges 0.25% 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 | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Month | -2.53% | -2.65% |
| 6 Month | 1.18% | -3.62% |
| 1 Year | -2.15% | -11.87% |
| 3 Year | 24.12% | 16.57% |
| 5 Year | 26.8% | 23.53% |
SIP Return Analysis
| Scheme Name | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -0.79% | -2.93% |
| 1 Year | 10.04% | 3.03% |
| 3 Year | 17.97% | 8.85% |
| 5 Year | 22.23% | 15.51% |
Rolling Lumpsum Returns
| Scheme Name | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 11.93% | 12.35% |
| 3 Year | 19.48% | 12.94% |
| 5 Year | 19.77% | 11.56% |
Risk Management
| Scheme Name | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 15.57% | 13.62% |
| Sharp | 1.13% | 0.7% |
| Beta | 0.89% | 0.94% |
| Alpha | 4.49% | -2.43% |
Fund Managers
| Scheme Name | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Name | Sandeep Manam | Abhinav Sharma |
| Total AUM | ₹74256 Cr | ₹5613 Cr |
| Funds Managed | 20 | 3 |
| Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Franklin Build India Fund Growth Plan |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 4.34 | 9.15 |
| Large Cap | 67.01 | 32.94 |
| Small Cap | 21.93 | 39.93 |
| Mid Cap | 6.72 | 17.97 |
Sector Allocation
| Scheme Name |
Franklin Build India Fund Growth Plan |
Tata Infrastructure Fund-Regular Plan- Growth Option |
|---|---|---|
| Others | 4.34 | 2.77 |
| Energy | 13.21 | 1.13 |
| Industrials | 34.4 | 49.12 |
| Financial Services | 13.76 | - |
| Basic Materials | 5.11 | 15.36 |
| Technology | 1.78 | 0.8 |
| Communication Services | 7.83 | 1.54 |
| Utilities | 14.04 | 16.04 |
| Consumer Cyclical | 2.32 | 5.06 |
| Real Estate | 3.2 | 8.18 |
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