Franklin Build India Fund (Equity, Sectoral)

38.02
18.25%
1
Capital Appreciation
Long Term Horizon
High
2.78%
7 yrs 12 months04 Sep 2009
₹ 1020.99 Cr21 Aug 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

w.e.f 01/09/2014 Entry Load - NIL; Exit Load: 1% if redeemed/switched-out within 2 years from the date of allotment: For SIP/STP, basis registration date

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.

Scheme Documents

TenureReturns (CAGR)
YTD
23.21
3 Month
1.22
1 YR
17.26
2 YR
13.55
3 YR
18.57
TenureReturns (CAGR)
1 YR
19.72
2 YR
21.26
3 YR
16.58
5 YR
25.3

Portfolio

Company Name% Assets
State Bank of India9.79
HDFC Bank Ltd.9.18
ICICI Bank Ltd.8.8
Axis Bank Ltd.6.75
Bharti Airtel Ltd.6.16
Whirlpool Of India Ltd.3.73
Tata Motors DVR3.64
Idea Cellular Ltd.3.62
Indian Oil Corpn. Ltd.3.42
National Thermal Power Corp. Ltd.3.22

Top Sectoral Holdings

Sector Name% Assets
Financial39.07
Energy12.28
Communication9.78
Automobile7.66
Engineering6.04
Cons Durable5.27
Construction4.66
Healthcare3.96
Metals3.09
Services1.36

Indicators

Portfolio turnover ratio39.78
Standard Deviation15.89%
Beta1.05%
Sharpe Ratio1.09

Anand Radhakrishnan,Roshi Jain,Srikesh Nair

Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad.Ms. Jain is a CFA, ACA and PGDM.Mr. Nair is a B.S. Marine Engineering from BITS Pilani and holds a Post Graduate Diploma in Management from Management Development Institute, Gurgaon.
Prior to joining Franklin Templeton Investments, he has worked with Sundaram Asset Management Ltd., SBI Funds Management and Asian Convertible and Income Fund.Prior to joining Franklin Templeton Investments she has worked with Goldman Sachs, London, Goldman Sachs, Singapore, Wipro Ltd. and S. R. Batliboi & Co.Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with Goldman Sachs Services Private Limited (Apr 2011 - May 2015) as an Analyst and Teekay Shipping (Oct 2007 - Apr 2008 ) as a Trainee Marine Engineer

Other Funds Managed by Anand Radhakrishnan,Roshi Jain,Srikesh Nair

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