Franklin Build India Fund (Equity, Sectoral)

43.03
19.31%
3
Capital Appreciation
Long Term Horizon
High
2.66%
8 yrs 4 months04 Sep 2009
₹ 1129.78 Cr08 Dec 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
39.47
1 Month
1.96
3 Month
12.19
1 YR
36.05
2 YR
23.59
3 YR
16.05
TenureReturns (CAGR)
1 YR
34.85
2 YR
30.07
3 YR
22.23
5 YR
27.53

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.4
ICICI Bank Ltd.8.23
State Bank of India8.12
Axis Bank Ltd.7.52
Bharti Airtel Ltd.5.28
Indian Oil Corpn. Ltd.4.05
Whirlpool Of India Ltd.3.96
National Thermal Power Corp. Ltd.3.53
Idea Cellular Ltd.3.29
Tata Motors DVR3.04

Top Sectoral Holdings

Sector Name% Assets
Financial35.66
Energy14.01
Communication8.57
Engineering6.92
Automobile5.97
Construction5.61
Cons Durable4.86
Healthcare4
Metals3.11
Services1.42

Indicators

Portfolio turnover ratio33.68
Standard Deviation15.83%
Beta1.05%
Sharpe Ratio0.77

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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