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Franklin Build India Fund Growth Plan

Category: Equity Funds Infrastructure
Launch Date: 04-09-2009
Asset Class: Equity
Benchmark: Nifty 500 Index
Expense Ratio: 2.75% As on (29-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,018.27 Cr As on (29-09-2017)
Turn over: 27.87
NAV as on 19-04-2018

40.0259

-0.07 (-0.1719%)

CAGR Since Inception

17.44%

Nifty 500 Index 14.97%

PERFORMANCE of Franklin Build India Fund Growth Plan

Scheme Performance (%)

Data as on - 19-04-2018

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 Growth 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 Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin Build India Fund Growth Plan 15.89 0.7 1.33 1.02 - -
Equity Funds Infrastructure - - - - - -

PEER COMPARISION of Franklin Build India Fund Growth Plan

Period
Data as on - 19-04-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin Build India Fund Growth Plan 04-09-2009 9.63 18.75 10.4 25.6 0.0
BOI AXA Manufacturing & Infrastructure Fund-Growth 05-03-2010 33.68 30.11 15.69 21.06 0.0
IDFC Infrastructure Fund-Regular Plan-Growth 08-03-2011 21.48 32.21 15.4 18.94 0.0
L&T Infrastructure Fund - Regular Plan - Growth 27-09-2007 21.13 31.06 17.04 24.97 6.54
Taurus Infrastructure Fund - Regular Plan - Growth Option 05-03-2007 21.09 27.55 12.24 18.78 8.43
Escorts Infrastructure Fund - Growth Option 31-08-2007 19.92 20.4 8.59 16.59 -1.22
Invesco India Infrastructure Fund - Growth Option 21-11-2007 17.52 21.33 8.09 21.76 8.91
Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Regular Plan Growth 29-09-2005 16.64 23.39 11.81 19.23 4.52
SBI Infrastructure Fund - Series I - Regular Plan - Growth 06-07-2007 14.74 19.31 9.62 16.46 4.01
HSBC Infrastructure Equity Fund - Growth 23-02-2006 14.64 25.35 9.92 18.89 5.32

PORTFOLIO ANALYSIS of Franklin Build India Fund Growth Plan

Asset Allocation (%)

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