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Franklin Build India Fund Dividend Plan

Category: Equity Funds Infrastructure
Launch Date: 04-09-2009
Asset Class: Equity
Benchmark: Nifty 500 Index
Expense Ratio: 2.78% As on (31-07-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,020.99 Cr As on (31-07-2017)
Turn over: 42.34
NAV as on

(%)

CAGR Since Inception

%

Nifty 500 Index 15.11%

PERFORMANCE of Franklin Build India Fund Dividend Plan

Scheme Performance (%)

Data as on - 16-02-2018

Yearly Performance (%)

Fund Managers

Ms. Roshi Jain, Mr. Anand Radhakrishnan, Mr. Srikesh Nair

Ms. Jain is a CFA, ACA and PGDM. Prior to joining Franklin Templeton Investments she has worked with Goldman Sachs, London, Goldman Sachs, Singapore, Wipro Ltd. and S. R. Batliboi & Co.

Investment Objective

The scheme aims to generate capital appreciation by investing in companies engaged either directly or indirectly in infrastructure related activities. Infrastructure related activities include development, operations, management and maintenance of various infrastructures such as transportation, energy, resources & other infrastructure.

RETURNS CALCULATOR for Franklin Build India Fund Dividend Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Franklin Build India Fund Dividend Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin Build India Fund Dividend Plan 15.89 1.21 1.33 0.91 - -
Equity Funds Infrastructure

PEER COMPARISION of Franklin Build India Fund Dividend Plan

Period
Data as on - 16-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
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Ret (%)
3-Yrs
Ret (%)
5-Yrs
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10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Franklin Build India Fund Dividend Plan

Asset Allocation (%)

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