UTI Infrastructure Fund vs Franklin Build India Fund Growth Plan compare
Franklin Build India Fund Growth Plan
UTI Infrastructure Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin Build India Fund Growth Plan | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Fund | Franklin Build India Fund Growth Plan | UTI Infrastructure Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2947 Cr | ₹2132 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 04 Sep 2009 | 30 Jul 2005 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Infrastructure Index | Nifty Infrastructure TRI |
| Turn Over | 18.1% | 15% |
| Expense Ratio | 2.02 | 2.19 |
| Manager | Sandeep Manam | Sachin Trivedi |
| ISIN Code | INF090I01AE7 | INF789F01752 |
| 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 | UTI Infrastructure Fund - Growth charges 1.0% 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 | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| 1 Month | 3.84% | 4.27% |
| 6 Month | 10.45% | 7.28% |
| 1 Year | 2.74% | 2.21% |
| 3 Year | 27.04% | 19.89% |
| 5 Year | 33.39% | 26.35% |
SIP Return Analysis
| Scheme Name | Franklin Build India Fund Growth Plan | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| 6 Month | 0.22% | -0.78% |
| 1 Year | 8.58% | 5.06% |
| 3 Year | 19.39% | 13.42% |
| 5 Year | 23.4% | 16.89% |
Rolling Lumpsum Returns
| Scheme Name | Franklin Build India Fund Growth Plan | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| 1 Year | 12.18% | 8.99% |
| 3 Year | 19.18% | 10.19% |
| 5 Year | 19.65% | 8.47% |
Risk Management
| Scheme Name | Franklin Build India Fund Growth Plan | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Standard Deviation | 15.63% | 14.54% |
| Sharp | 1.25% | 0.89% |
| Beta | 1.08% | 1.04% |
| Alpha | 9.41% | 3.08% |
Fund Managers
| Scheme Name | Franklin Build India Fund Growth Plan | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Name | Sandeep Manam | Sachin Trivedi |
| Total AUM | ₹74256 Cr | ₹7301 Cr |
| Funds Managed | 20 | 3 |
| Franklin Build India Fund Growth Plan | UTI Infrastructure Fund-Growth Option |
Market Cap
| Scheme Name |
Franklin Build India Fund Growth Plan |
UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Others | 3.52 | 4.48 |
| Large Cap | 65.83 | 67.1 |
| Small Cap | 23.74 | 16.64 |
| Mid Cap | 6.91 | 11.78 |
Sector Allocation
| Scheme Name |
Franklin Build India Fund Growth Plan |
UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Others | 3.52 | 3.03 |
| Energy | 12.89 | 14 |
| Industrials | 35.44 | 39.26 |
| Financial Services | 13.18 | 5.5 |
| Basic Materials | 5.03 | 7.36 |
| Technology | 2.21 | 0.54 |
| Communication Services | 7.62 | 14.53 |
| Utilities | 14.2 | 10.98 |
| Consumer Cyclical | 2.74 | 2.05 |
| Real Estate | 3.16 | 2.68 |
| Healthcare | - | 0.07 |
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