ReviewDirect · Growth
Franklin Build India Fund
Franklin Templeton Mutual FundEquity Scheme - Sectoral/ Thematic13.7 years
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.
- NAV
- 159.1836
- 15 Sept 2026
- 1Y
- -2.5%
- Trailing CAGR
- AUM
- ₹3,151.71 Cr
- 31 Aug 2026
- Volatility
- High
- 17.4% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-2.5%
- 3Y+15.5%
- 5Y+17.8%
- 10Y+16.7%
- SI+19.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-7.8%
- 3Y+4.1%
- 5Y+15.5%
- 10Y+18.5%
- Since inception
- +19.7%
- Calendar-day CAGR
- Excess 1Y
- -8.6%
- Category median, same plan and option
- 3Y win rate
- +85%
- Windows beating the median
- 3Y percentile
- 67
- Vs comparable share classes
- Worst rolling 3Y
- -9.0%
- 2637 daily-ending windows
- Median rolling 3Y
- +21.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2145 daily-ending windows
- SIP 3Y XIRR
- +4.1%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 158 recovered episodes
- Longest recovery
- 283 days
- Trough to prior peak
- Current spell
- 85 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
3 Jun 2019 – 1 Jan 2021
Trough 24 Mar 2020 · recovered in 283 days
-42.8%
6 Aug 2015 – 1 Jul 2016
Trough 25 Feb 2016 · recovered in 127 days
-21.2%
25 Sept 2024 – 29 Oct 2025
Trough 28 Feb 2025 · recovered in 243 days
-20.3%
23 Jan 2018 – 27 May 2019
Trough 9 Oct 2018 · recovered in 230 days
-20.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
67
Vs category
0
Consistency
81
Risk-adjusted
67
Drawdown
0
Mean
43
Portfolio
31 Aug 2026 · 43 holdings · top 10 are 49.6%.
- Top 5
- 31.0%
- Top 10
- 49.6%
- Largest holding
- 9.3%
- Effective holdings
- 26.5
Larsen & Toubro Ltd
Industrials
9.3%
Interglobe Aviation Ltd
Industrials
7.1%
Cash/Net Current Assets
Unspecified
5.5%
Reliance Industries Ltd
Energy & Utilities
4.8%
NTPC Ltd
Energy & Utilities
4.4%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 85% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Motilal Oswal Active Momentum Fund
Motilal Oswal Mutual Fund
- 1Y
- +25.5%
- 3Y
- n/a
- Vol
- 17.1%
- Max DD
- -16.6%
- Sharpe
- 1.25
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Nippon India Innovation Fund
Nippon India Mutual Fund
- 1Y
- +0.2%
- 3Y
- +13.9%
- Vol
- 14.1%
- Max DD
- -21.5%
- Sharpe
- 0.68
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Aditya Birla Sun Life Mutual Fund
- 1Y
- -2.5%
- 3Y
- +20.3%
- Vol
- 16.8%
- Max DD
- -42.2%
- Sharpe
- 0.20
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher trailing returns
ICICI Prudential Commodities Fund
ICICI Prudential Mutual Fund
- 1Y
- +6.6%
- 3Y
- +13.4%
- Vol
- 23.0%
- Max DD
- -41.2%
- Sharpe
- 0.91
- 3Y win
- +89%
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns