Franklin Build India Fund vs Sundaram Infrastructure Advantage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Franklin Build India Fund is a Thematic fund and Sundaram Infrastructure Advantage Fund is a Thematic fund. In the 3 years to 30-10-2026, Franklin Build India Fund (Direct) returned 14.5% a year and Sundaram Infrastructure Advantage Fund (Direct) returned 14.5% a year. Franklin Build India Fund charges 1.15% a year and Sundaram Infrastructure Advantage Fund 1.82% (Direct plans). Their portfolios overlap 44.5%: they hold 22 of the same securities.
Franklin Build India Fund
Thematic
- 3 year return
- 14.5%
- Expense ratio
- 1.15%
- NAV
- ₹154.38
Sundaram Infrastructure Advantage Fund
Thematic
- 3 year return
- 14.5%
- Expense ratio
- 1.82%
- NAV
- ₹100.89
Which is better, Franklin Build India or Sundaram Infrastructure Advantage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Franklin Build India returned more over 5 years: 16.5% a year against 13.4%.
- Franklin Build India returned more over 3 years: 14.5% a year against 14.5%.
- Franklin Build India costs less: 1.15% a year against 1.82% (Direct plans).
- Franklin Build India swung less over 3 years: a standard deviation of 16.5% a year against 16.7%.
- Franklin Build India fell less in its worst fall since 07-04-2014: −42.8% against −50.6%.
- Franklin Build India is the larger fund: ₹3,024 Cr against ₹922 Cr.
- Their portfolios overlap 44.5%: 22 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Franklin Build India Fund | Sundaram Infrastructure Advantage Fund |
|---|---|---|
| Fund house | Franklin Templeton Mutual Fund | Sundaram Mutual Fund |
| Category | Thematic | Thematic |
| AUM | ₹3,024 Cr (30-09-2026) | ₹922 Cr (30-09-2026) |
| NAV | ₹154.38 (Direct) | ₹100.89 (Direct) |
| Expense ratio (Direct) | 1.15% | 1.82% |
| Expense ratio (Regular) | 2.14% | 2.34% |
| Riskometer | Not available | Very High |
| Benchmark | BSE India Infrastructure TRI | Nifty Infrastructure TRI |
| Launch date | 04-09-2009 | 01-09-2005 |
| Minimum investment | 5000/1 | For both Regular and Direct Plan Rs. 100/– |
| Lock in | None | None |
| Fund managers | Ajay Argal, Kiran Sebastian, Sandeep Manam | Siddarth Mohta, Shalav Saket |
| Exit load | 1% if redeemed within 1 year of allotment | 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment Further, exit load will be waived on Intra-scheme Switch-outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis. |
Franklin Build India vs Sundaram Infrastructure Advantage: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Franklin Build India Fund (Direct) | −2.74% | −7.34% | −9.62% | −8.90% | +14.52% | +16.46% | +16.06% |
| Sundaram Infrastructure Advantage Fund (Direct) | −2.95% | −7.01% | −8.20% | −3.75% | +14.51% | +13.40% | +13.70% |
| Thematic average | −2.09% | −4.52% | +0.86% | −1.22% | +13.76% | +11.62% | +13.76% |
Category average: the average of the 235 Thematic funds, same plan type.
Franklin Build India vs Sundaram Infrastructure Advantage: Year-wise Returns
| Year | Franklin Build IndiaFranklin Build India | Sundaram Infrastructure AdvantageSundaram Infrastructure Advantage |
|---|---|---|
| 2026to date | −6.76% | −2.69% |
| 2025 | +4.76% | +4.69% |
| 2024 | +29.15% | +24.57% |
| 2023 | +52.74% | +42.48% |
| 2022 | +12.37% | +2.65% |
| 2021 | +47.37% | +50.24% |
Franklin Build India vs Sundaram Infrastructure Advantage: Rolling Returns
Every holding period of both funds, against BSE India Infrastructure Index TRI, the benchmark of Franklin Build India Fund
Rolling returns
Every 3-year holding period, 2,356 of them, one for each trading day from 07-04-2017 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Franklin Build India Fund (Direct)
Sundaram Infrastructure Advantage Fund (Direct)
BSE India Infrastructure Index TRI
to
Jan 2018Aug 2016
to
Aug 2019Apr 2018
to
Apr 2021Nov 2019
to
Nov 2022Jul 2021
to
Jul 2024Jan 2023
to
Jan 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Franklin Build India | 7.7 | 2.0 | 7.6 | 17.8 | 15.7 | 13.6 | 35.6 | 20.0% | 19.9% | −9.0% | 43.1% | 63% |
| Sundaram Infrastructure Advantage | 9.4 | 5.0 | 11.7 | 17.4 | 17.2 | 20.7 | 18.6 | 15.9% | 16.9% | −11.6% | 39.0% | 47% |
| BSE India Infrastructure Index TRI | 13.5 | 6.3 | 13.2 | 16.7 | 8.4 | 7.3 | 34.6 | 17.4% | 15.1% | −18.3% | 49.6% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is BSE India Infrastructure Index TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 07-04-2014. Past returns do not promise future returns.
Franklin Build India vs Sundaram Infrastructure Advantage: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 01-04-2014 to 30-10-2026: 151 instalments, ₹15,10,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Franklin Build IndiaFranklin Build India Fund (Direct) | ₹15,10,000 | ₹48,14,930 | ₹33,04,930 | 17.1% |
| Sundaram Infrastructure AdvantageSundaram Infrastructure Advantage Fund (Direct) | ₹15,10,000 | ₹39,53,108 | ₹24,43,108 | 14.3% |
Franklin Build IndiaFranklin Build India Fund (Direct)
Sundaram Infrastructure AdvantageSundaram Infrastructure Advantage Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Franklin Build India vs Sundaram Infrastructure Advantage: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Franklin Build India Fund (Direct) | Sundaram Infrastructure Advantage Fund (Direct) |
|---|---|---|
| Return (CAGR) | −8.90% | −3.75% |
| Standard deviation | 14.90% | 15.09% |
| Sharpe ratio | -0.95 | -0.60 |
| Sortino ratio | -1.28 | -0.81 |
| Maximum drawdown | −13.8% (23-10-2026) | −13.5% (23-10-2026) |
| Beta | 0.81 | 0.93 |
| Alpha | −1.02% | +3.05% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Franklin Build India Fund (Direct) | Sundaram Infrastructure Advantage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +14.52% | +14.51% |
| Standard deviation | 16.53% | 16.72% |
| Sharpe ratio | 0.51 | 0.51 |
| Sortino ratio | 0.69 | 0.67 |
| Maximum drawdown | −20.3% (28-02-2025) | −22.6% (28-02-2025) |
| Beta | 0.67 | 0.94 |
| Alpha | +2.74% | +1.13% |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Franklin Build India Fund (Direct) | Sundaram Infrastructure Advantage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +16.46% | +13.40% |
| Standard deviation | 15.84% | 15.95% |
| Sharpe ratio | 0.67 | 0.48 |
| Sortino ratio | 0.90 | 0.63 |
| Maximum drawdown | −20.3% (28-02-2025) | −22.6% (28-02-2025) |
| Beta | 0.67 | 0.92 |
| Alpha | +3.12% | +1.09% |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Franklin Build India Fund (Direct) | Sundaram Infrastructure Advantage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +19.21% | +15.22% |
| Standard deviation | 17.19% | 17.29% |
| Sharpe ratio | 0.77 | 0.54 |
| Sortino ratio | 1.05 | 0.73 |
| Maximum drawdown | −42.8% (24-03-2020) | −50.6% (24-03-2020) |
| Beta | 0.70 | 0.82 |
| Alpha | +7.96% | +4.67% |
From daily NAVs, 01-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Franklin Build India Fund (Direct)
Sundaram Infrastructure Advantage Fund (Direct)
BSE India Infrastructure Index TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Franklin Build India Fund (Direct) | −42.8% | 03-06-2019 | 24-03-2020 | 01-01-2021 | 9 months | −11.4% |
| Sundaram Infrastructure Advantage Fund (Direct) | −50.6% | 08-01-2018 | 24-03-2020 | 18-02-2021 | 11 months | −11.4% |
| BSE India Infrastructure Index TRI | −55.9% | 08-01-2018 | 23-03-2020 | 04-03-2021 | 11 months | −25.7% |
From daily values since 07-04-2014, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Franklin Build India Fund (Direct)
Sundaram Infrastructure Advantage Fund (Direct)
BSE India Infrastructure Index TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Franklin Build India Fund (Direct)
Sundaram Infrastructure Advantage Fund (Direct)
BSE India Infrastructure Index TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Franklin Build India Fund (Direct)
Sundaram Infrastructure Advantage Fund (Direct)
BSE India Infrastructure Index TRI
Against BSE India Infrastructure Index TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Franklin Build India Fund (Direct) | 86% | 58% | 11.11% |
| Sundaram Infrastructure Advantage Fund (Direct) | 84% | 72% | 10.98% |
From month-end values since 07-04-2014. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Franklin Build India vs Sundaram Infrastructure Advantage: Portfolio Overlap
From each fund's latest monthly portfolio: Franklin Build India Fund, September 2026; Sundaram Infrastructure Advantage Fund, September 2026
Holdings in common
- Overlap
- 44.5%
- Held by both
- 22
- Only in Franklin Build India
- 21
- Only in Sundaram Infrastructure Advantage
- 30
| Security | % of Franklin Build India | % of Sundaram Infrastructure Advantage |
|---|---|---|
| Larsen & Toubro Ltd | 9.02% | 8.07% |
| NTPC Ltd | 4.48% | 4.69% |
| Bharti Airtel Ltd | 4.13% | 7.91% |
| Reliance Industries Ltd | 3.14% | 6.57% |
| Power Grid Corporation of India Ltd | 2.89% | 2.26% |
| Kalpataru Projects International Ltd | 2.05% | 2.37% |
| Bharat Electronics Ltd | 1.99% | 2.84% |
| Adani Ports and Special Economic Zone Ltd | 4.61% | 1.95% |
| Kirloskar Oil Engines Ltd | 1.87% | 3.30% |
| Tata Power Co Ltd | 3.68% | 1.62% |
| Ge Vernova T&D India Ltd | 1.57% | 2.32% |
| Bharat Petroleum Corporation Ltd | 1.35% | 1.89% |
| Interglobe Aviation Ltd | 7.01% | 1.35% |
| Oil & Natural Gas Corporation Ltd | 2.76% | 1.35% |
| GAIL (India) Ltd | 1.52% | 1.16% |
| Delhivery Ltd | 2.85% | 1.16% |
| Suzlon Energy Ltd | 1.06% | 1.07% |
| NCC Ltd | 1.30% | 0.91% |
| Sobha Ltd | 2.21% | 0.89% |
| Kirloskar Pneumatic Co Ltd | 1.60% | 0.88% |
| Indian Hotels Co Ltd | 1.30% | 0.79% |
| Amber Enterprises India Ltd | 0.44% | 0.80% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 44.5% means 44.5% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Franklin Build India Fund
| Security | % of fund |
|---|---|
| Hindustan Aeronautics Ltd | 3.12% |
| HDFC Bank Ltd | 3.11% |
| Axis Bank Ltd | 3.04% |
| APL Apollo Tubes Ltd | 2.43% |
| NHPC Ltd | 2.17% |
Largest holdings only in Sundaram Infrastructure Advantage Fund
| Security | % of fund |
|---|---|
| Ultratech Cement Ltd | 3.33% |
| S.J.S. Enterprises Ltd | 2.45% |
| Hitachi Energy India Ltd | 2.33% |
| State Bank of India | 2.08% |
| ICICI Bank Ltd | 2.08% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Franklin Build India | Sundaram Infrastructure Advantage |
|---|---|---|
| Equity | 94.3% | 97.2% |
| Debt | 0.0% | 0.0% |
| Cash and others | 5.7% | 2.8% |
Market cap of stocks
| Market cap | Franklin Build India | Sundaram Infrastructure Advantage |
|---|---|---|
| Large Cap | 57.7% | 61.1% |
| Mid Cap | 14.5% | 14.9% |
| Small Cap | 19.0% | 18.9% |
| Not on AMFI's list | 3.1% | 2.3% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Franklin Build India | Sundaram Infrastructure Advantage |
|---|---|---|
| Power | 14.4% | 9.8% |
| Electrical Equipment | 2.6% | 14.4% |
| Construction | 13.4% | 11.3% |
| Transport Services | 11.4% | 3.5% |
| Telecom - Services | 4.1% | 10.2% |
| Industrial Products | 10.2% | 8.0% |
| Petroleum Products | 4.5% | 8.5% |
| Banks | 6.2% | 4.2% |
| Aerospace & Defense | 5.1% | 2.8% |
The six largest sectors of each fund's stocks, % of the fund.
Franklin Build India vs Sundaram Infrastructure Advantage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Franklin Build India Fund | Sundaram Infrastructure Advantage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.15% | 1.82% |
| Base expense ratio (Direct) | 0.82% | 1.52% |
| Total expense ratio (Regular) | 2.14% | 2.34% |
| Base expense ratio (Regular) | 1.68% | 1.97% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
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Franklin Build India Fund vs Sundaram Infrastructure Advantage Fund: Frequently Asked Questions
What is the difference between Franklin Build India Fund and Sundaram Infrastructure Advantage Fund?
Franklin Build India Fund is a Thematic fund, Sundaram Infrastructure Advantage Fund is a Thematic fund, run by Franklin Templeton Mutual Fund and Sundaram Mutual Fund. Their portfolios overlap 44.5%. Franklin Build India Fund charges 1.15% a year and Sundaram Infrastructure Advantage Fund 1.82%.
Which has given higher returns, Franklin Build India Fund or Sundaram Infrastructure Advantage Fund?
Over 1 year: Franklin Build India Fund −8.90%, Sundaram Infrastructure Advantage Fund −3.75%. Over 3 years: Franklin Build India Fund +14.52% a year, Sundaram Infrastructure Advantage Fund +14.51% a year. Over 5 years: Franklin Build India Fund +16.46% a year, Sundaram Infrastructure Advantage Fund +13.40% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Franklin Build India Fund or Sundaram Infrastructure Advantage Fund?
Franklin Build India Fund charges less: 1.15% a year against 1.82%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Franklin Build India Fund and Sundaram Infrastructure Advantage Fund overlap?
44.5%. They hold 22 of the same securities, the largest shared ones being LT, NTPC, BHARTIARTL. From each fund's latest monthly portfolio.
Which is better for SIP, Franklin Build India Fund or Sundaram Infrastructure Advantage Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹8,60,539 in Franklin Build India Fund (XIRR 13.5% a year) and ₹8,27,365 in Sundaram Infrastructure Advantage Fund (XIRR 12.0% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Franklin Build India Fund and Sundaram Infrastructure Advantage Fund?
Yes. 44.5% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Franklin Build India Fund and Sundaram Infrastructure Advantage Fund?
Franklin Build India Fund: Ajay Argal, Kiran Sebastian, Sandeep Manam. Sundaram Infrastructure Advantage Fund: Siddarth Mohta, Shalav Saket.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.