Investment Objective
Franklin Build India Fund seeks to achieve capital appreciation through investments in securities of companies engaged either directly or indirectly in infrastructure-related activities.
Investment Strategy
- The fund invests at least 80% of its portfolio in companies benefiting from growth in infrastructure and related activities.
- It follows a bottom-up approach to stock-picking and selects the best companies across sectors.
- It focuses on structural themes rather than cyclical ones, investing in companies across the entire market capitalization spectrum.
- The fund prefers companies having disruptive and innovative businesses, compounding growth ideas, potential to generate higher growth rate in earnings/cash flows, reasonable valuations and sustainable competitive advantage.
- It also takes a contrarian approach during stock selection.
Who Should Invest
- Investors having investment horizons of 5 years and above and seeking to generate attractive returns from investments in the infrastructure segment.
- Those who are aware that investing in sectoral or thematic funds may carry higher risk than investing in diversified equity funds