Compare Mutual Funds

Insights from Fund Comparison

• Both Franklin Build India Fund - Direct (G) and Tata India Pharma & Healthcare Fund - Direct (G) are Sectoral / Thematic, Equity schemes. Franklin Build India Fund - Direct (G) is 13 yrs 5 m old and manages ₹3,159.55 Crs, whereas Tata India Pharma & Healthcare Fund - Direct (G) is 10 yrs 6 m old with ₹1,386.99 Crs.
• Franklin Build India Fund - Direct (G) is therefore older and larger, which may indicate more experience and investor confidence.
• Franklin Build India Fund - Direct (G) has its top 3 sectors in Power Generation & Distribution (15.49%), Infrastructure Developers & Operators (12.55%), and Banks (10.11%), while Tata India Pharma & Healthcare Fund - Direct (G) focuses on Pharmaceuticals (60.10%), Healthcare (33.05%), and Agro Chemicals (3.95%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• Franklin Build India Fund - Direct (G) holds Larsen & Toubro Ltd (9.35%), Interglobe Aviation Ltd (5.86%), Oil & Natural Gas Corporation Ltd (5.73%), NTPC Ltd (5.63%), and Reliance Industries Ltd (5.44%), whereas Tata India Pharma & Healthcare Fund - Direct (G) holds SUN PHARMACEUTICAL INDUSTRIES LTD (9.38%), HEALTHCARE GLOBAL ENTERPRISES LTD (5.87%), DIVI LABORATORIES LTD (5.80%), ABBOTT INDIA LTD (5.41%), and CIPLA LTD (5.18%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Franklin Build India Fund - Direct (G) has 95.21% equity and 0.00% debt, while Tata India Pharma & Healthcare Fund - Direct (G) has 99.30% equity and 0.00% debt.
• Tata India Pharma & Healthcare Fund - Direct (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• Franklin Build India Fund - Direct (G) outperformed Tata India Pharma & Healthcare Fund - Direct (G) in 3 Years, 5 Years (returns: 24.05%, 22.46% ) but underperformed in 3 Months, 6 Months, 1 Year (returns: 6.02%, 5.65%, 7.61%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.