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) | ₹2659 Cr | ₹2141 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 | 8.8% | 8.97% |
6 Month | -12.82% | -22.56% |
1 Year | 4.39% | -7.96% |
3 Year | 26.24% | 19.32% |
5 Year | 36.67% | 31.98% |
SIP Return Analysis
Scheme Name | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
6 Month | -5.81% | -11.01% |
1 Year | -13.31% | -27.2% |
3 Year | 25.32% | 15.01% |
5 Year | 28.44% | 22.48% |
Rolling Lumpsum Returns
Scheme Name | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
1 Year | 13.14% | 13.88% |
3 Year | 18.3% | 11.89% |
5 Year | 19.12% | 11.08% |
Risk Management
Scheme Name | Franklin Build India Fund Growth Plan | Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 16.088% | 17.894% |
Sharp | 1.057% | 0.641% |
Beta | 1.006% | 1.106% |
Alpha | 10.257% | 4.067% |
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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 | 4.5 | 4.63 |
Large Cap | 58.61 | 31.98 |
Mid Cap | 8 | 20.78 |
Small Cap | 28.89 | 42.62 |
Sector Allocation
Scheme Name |
Franklin Build India Fund Growth Plan |
Tata Infrastructure Fund-Regular Plan- Growth Option |
---|---|---|
Others | 4.5 | 4.63 |
Energy | 10.96 | 1.12 |
Basic Materials | 7.09 | 15.25 |
Industrials | 37.8 | 50.51 |
Financial Services | 12.39 | - |
Technology | 2 | 1.75 |
Communication Services | 7.6 | 1.46 |
Utilities | 11.4 | 14.51 |
Consumer Cyclical | 3.4 | 3.71 |
Real Estate | 2.85 | 7.06 |
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