Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Franklin Templeton Mutual Fund

Franklin Build India Fund - Direct - IDCW

★★★★★ 3rd-party

External rating

  • Source: Third-party data provider (Groww/CRISIL)
  • Original rating: 4/5, displayed as-is — TopFund does not modify third-party ratings
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria

Full rating methodology →

TopFund Score: 81/100 · Excellent

How this score is calculated

  • Star rating (35%)4/5
  • 3Y CAGR (30%)16.23%
  • Expense ratio (20%)1.13%
  • AUM (15%)₹3,199 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Franklin Templeton Mutual Fund · Equity · Sectoral

₹163.5

+114.62 (+234.53%)

AUM: ₹3,199 Cr

NAV updated 18 days ago

Plan

Direct

Option

Idcw

Risk

Very High

Expense Ratio

1.13%

Exit Load

Exit load of 1% if redeemed within 1 year

Fund Manager

Anand Radhakrishnan, Roshi Jain, Srikesh Nair

Inception

Jan 2013

Benchmark

BSE India Infrastructure Total Return Index

Sharpe Ratio

-0.89

Std Dev (1Y)

16.83%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-3.13%

3m

-0.43%

6m

+0.6%

1y

+1.66%

3y

+16.23%

5y

+18.9%

10y

+16.81%

since inception

+10.16%

TopFund's Take on Franklin Build India Fund - Direct - IDCW

Franklin Build India Fund - Direct - IDCW ranks among the stronger performers in the Sectoral category, backed by a 4-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 81/100.

Cost: At 1.13%, the expense ratio runs 14% above the Sectoral category average of 0.99%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.89 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 16.83% is fairly typical for Sectoral funds.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Asset Allocation

Equity 95.39%
Cash/Net Current Assets 4.62%

Frequently Asked Questions about Franklin Build India Fund - Direct - IDCW

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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