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Franklin Build India Direct Fund-Growth rating rating rating rating rating

Equity Sectoral-Infrastructure

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

1 Yr return

11.25%

3 Yrs CAGR returns

11.35%

5 Yrs CAGR returns

9.06%

NAV as on 27 Dec

₹ 46.44 by 0.59 ( 1.52%)

Expense ratio

1.17

Exit load

1%

Fund Size (Cr)

₹ 1316.55


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Performance Graph*
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If ₹5000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

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.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

riskometer
Top Holdings
Top 10 Sectors %
Financial 31.41
Energy 21.92
Construction 14.94
Communication 7.61
Engineering 7.16
Services 6.08
Others 5.65
Metals 3.06
Automobile 1.24
General Insurance 0.7
Top 10 Sectors %
Banking 10.01
Banking 8.93
Others 5.65
Banking 5.55
Crude Oil & Natural Gas 5.2
Telecom.Services 4.9
Banking 4.68
Electricity Generation 4.61
Cement 4.22
Crude Oil & Natural Gas 4.05
Fund house details
Fund House Franklin Templeton Mutual Fund
Fund Manager Pyari Menon
Fund Setup Date 01 Jan 2013
Address Indiabulls Finance Center, Tower 2, 12th and 13th Floor, Senapati Bapat Marg, Elphinstone Road (West)
Contact 1-800-4254255/ 60004255
Email ID service@templeton.com
More About This Fund

About Franklin Build India Fund

As the name of the fund itself is indicative of its investment strategies, Franklin Build India Fund invests directly or indirectly in infrastructure building companies and related activities. The fund’s investment is oriented towards structural themes and not cyclical themes comprising of companies across the market capitalization range.

It invests mainly in equities (more than 90% of the corpus) of infrastructure and allied sectors and hence it is a high risk investment. Infrastructure related activities include development, operations, management and maintenance of various infrastructures such as transportation, energy, resources & other infrastructure.

Who Should Invest?

  • Investors seeking capital appreciation from long term investment plan
  • Investors ready to invest in high risk equity fund
  • Investors looking for funds that do thematic investment in infrastructure related firms and activities

Risks

There are market and liquidity risks in case of equity investment. This scheme is an open ended equity scheme following infrastructure theme with high risk-return policy. Thus, investors with tolerance for high risks should invest in this. Experts suggest to go for broader and more flexible funds like multi cap funds that provide more freedom than this narrowly defined investment mandate.

Will You Pay Tax?

If you withdraw or redeem the units before one year of investment, Short Term Capital Gains Tax of 15% is levied. Whereas, Long Term Capital Gains Tax above ₹1 lakh will be taxed at 10% after completion of 1 year of investment.

Let’s say, an individual has ₹2 lakh disposable taxable income in a given financial year, and s/he decides to invest the amount in ELSS. ₹1.5 lakh out of this amount would be exempted from any taxation.₹50,000 would be taxed as per the income tax slab of the investor.

It should be noted that the investment in ELSS remains locked-in for 3 years.

The returns from ELSS are taxed like that from any other equity mutual fund scheme. However, since the units can’t be redeemed before 3 years of investment, only Long Term Capital Gains Tax of 10% above ₹1 lakh will be levied.

Suppose an investor has made a capital gain of ₹1.5 lakh on investment in this scheme, and withdraws the amount after 1 year of investment, Long Term Capital Gains Tax of 10% would be levied on ₹50000. ₹1Lakh is exempted from taxation. The payable tax would be ₹5000.

How to Invest in Franklin Build India Fund?

  • Sign Up/Sign In to Paisabazaar.com and go to ‘Direct Mutual Funds’
  • Click on the section of ‘Franklin Templeton Asset Management Company’
  • Scroll or type and search directly by the name of the Franklin Build India Fund. Once it opens up, look at the details. You can also compare similar funds as well as use SIP Calculator or Lumpsum Calculator to estimate the future value of your investment.
  • Click on ‘Invest Now’, select either Lump sum or SIP

Also Know: How to Invest in Direct Mutual Funds?

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Frequently Asked Questions (FAQs)

Q. What is a theme based investment?
A. When a fund invests a major corpus in equities or debt securities of companies working in a particular sector, it is known as thematic investment or theme based mutual fund. Like a fund may invest in shares of firms of pharmaceuticals, or that of financial services. Franklin Build India Fund invests in companies related to infrastructure building work.

Q. Is it beneficial to invest via open-ended (lumpsum) or SIP?
A. SIP (Systematic Investment Plan) is considered efficient and convenient mode of investment that is beneficial in the long term investment. It also reduces financial burden as one needs to invest periodically and provides the benefit of rupee averaging cost.

Q. What is the entry load for this fund?
A. There is no applicable entry load on the aforementioned fund.

Q. What is the exit load for this scheme?
A. If an investor redeems the purchased units within 1 year of allotment of units, an exit load of 1% is payable by the investor. However, no exit load is levied for redemption of units after 1 year of purchase.

Q. Is there any lock-in period for investment in this scheme?
A. No. Investors can redeem their investment as per their wish and needs.

Q. What is the fund manager’s style of investment?
A. Ms. Roshi Jain (since January 2013) and Mr. Anand Radhakrishnan (since January 2013) are the Fund Managers who look out for firms across all capitalizations dealing in infrastructure related activities and invest in the quality stocks to generate returns in the long run.