neutral
Recently
Franklin Build India Fund – Infrastructure & Capital‑Goods Focus
Franklin Build India Fund runs an infrastructure theme and currently has ~96% equity, posting a negative since‑inception return though category average is positive.
The Franklin Build India Fund is an open‑ended infrastructure thematic scheme investing over 80% in companies benefiting from India’s capital‑goods and infrastructure spend. It has ~96% equity allocation (≈59% large‑cap, ~18% small‑cap) and an AUM of ~₹2,800 crore.
Returns over 5 years are ~‑4.2% (since inception) in a challenging period, versus the infrastructure thematic category average of ~10‑12%. The scheme suits investors with a long‑term horizon (5+ years) and high risk‑tolerance for sector‑specific exposure to infrastructure growth.