Should I invest in Franklin Build India Fund?

We don't give personal investment advice. Franklin Build India Fund - IDCW is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 27.3%. 5-year CAGR: 9.90%.

Franklin Build India Fund - IDCW

Latest NAV

₹41.4023

As of

17 Jul 2026

4,150 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.02%	+0.04%	-0.06	23 / 36	Q3
1W	-1.62%	-0.07%	-1.54	35 / 36	Q4
2W	-1.59%	+0.01%	-1.60	33 / 36	Q4
1M	-1.05%	+1.77%	-2.82	34 / 36	Q4
3M	-1.46%	+3.53%	-4.99	34 / 36	Q4
6M	+3.41%	+1.51%	+1.89	12 / 36	Q2
YTD	+0.88%	-0.68%	+1.55	15 / 36	Q2
1Y	-8.30%	+1.30%	-9.60	27 / 34	Q4
2Y	-8.95%	-0.01%	-8.94	27 / 31	Q4
3Y	+10.30%	+10.89%	-0.58	14 / 28	Q2
4Y	+13.60%	+11.47%	+2.13	8 / 20	Q2
5Y	+9.90%	+7.74%	+2.17	6 / 18	Q2
7Y	+9.80%	+12.47%	-2.66	9 / 13	Q3
10Y	+6.76%	+11.41%	-4.65	6 / 7	Q4
Inception	+8.67%	+11.27%	-2.60	23 / 36	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+0.88%	-0.68%	+1.55	15 / 36
2025	-6.25%	+2.43%	-8.68	28 / 32
2024	+16.70%	+17.65%	-0.95	13 / 29
2023	+38.60%	+28.98%	+9.62	4 / 22
2022	+2.40%	-3.13%	+5.53	8 / 18
2021	+22.75%	+33.14%	-10.39	10 / 16
2020	+4.96%	+20.90%	-15.95	12 / 14
2019	-11.95%	+6.44%	-18.39	11 / 11
2018	-10.09%	-7.80%	-2.29	5 / 8
2017	+30.15%	+24.12%	+6.03	3 / 7
2016	-2.38%	+1.53%	-3.90	4 / 7

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+11.75%

194 windows

min -39.5% · max 97.0%

57% positive

3-Year rolling

+10.86%

169 windows

min -16.7% · max 32.6%

82% positive

5-Year rolling

+10.04%

145 windows

min -9.1% · max 26.6%

90% positive

7-Year rolling

+8.17%

121 windows

min 1.2% · max 13.3%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

18.75%

3-year · annualised

Sharpe ratio

0.28

vs risk-free 6.5%

Sortino ratio

0.39

Downside-only deviation

Max drawdown

-27.33%

Sep 2024 → Feb 2025

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - IDCW Option	HDFC	₹16.1530	17 Jul 2026
NIPPON INDIA - JAPAN EQUITY FUND - IDCW Option	Nippon India	₹27.0439	17 Jul 2026
ICICI Prudential Bharat Consumption Fund - IDCW Option	ICICI Prudential	₹15.2800	17 Jul 2026
Franklin India Multi-Factor Fund- IDCW	Franklin India	₹9.5442	17 Jul 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Payout of Income Distribution cum capital withdrawal option	Kotak	₹54.9950	17 Jul 2026
BANK OF INDIA Manufacturing & Infrastructure Fund-Quarterly IDCW	Bank of India	₹43.0600	17 Jul 2026
Groww Banking & Financial Services Fund-IDCW	Groww	₹13.5287	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹41.4023
16 Jul 2026	₹41.4100
15 Jul 2026	₹41.4692
14 Jul 2026	₹41.4980
13 Jul 2026	₹41.8781
10 Jul 2026	₹42.0830
9 Jul 2026	₹41.4884
8 Jul 2026	₹41.2027
7 Jul 2026	₹41.9956
6 Jul 2026	₹42.2791

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Franklin Build India Fund - IDCW is ₹41.4023. It's a Sectoral/Thematic Fund from the fund house, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Franklin Build India Fund - IDCW has NAV history starting from 07 Sep 2009, a track record of about 16 years 10 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Franklin Build India Fund - IDCW is managed by the fund house. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Franklin Build India Fund - IDCW has delivered a absolute return of -8.30% — -9.6 pp behind the Sectoral/Thematic Fund category average of 1.30%. The fund ranks #27 of 34 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Franklin Build India Fund - IDCW has delivered a CAGR of 10.30% — -0.58 pp behind the Sectoral/Thematic Fund category average of 10.89%. The fund ranks #14 of 28 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Franklin Build India Fund - IDCW has delivered a CAGR of 9.90% — +2.17 pp ahead of the Sectoral/Thematic Fund category average of 7.74%. The fund ranks #6 of 18 in its category — the second (Q2) quartile.

₹1 lakh invested in Franklin Build India Fund - IDCW exactly 10 years ago would be worth approximately ₹192,329 today — a multiplier of 1.92×, based on the 10-year CAGR of 6.76%. The category average over the same window would have grown ₹1 lakh to ₹294,622.

A ₹10,000 monthly SIP in Franklin Build India Fund - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹730,845 today. That's an XIRR (money-weighted annualised return) of 7.82%.

A ₹10,000 monthly SIP for 10 years in Franklin Build India Fund - IDCW = ₹1,200,000 invested. It would currently be worth ₹1,923,872 (multiplier 1.60×). XIRR: 9.13%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Franklin Build India Fund - IDCW ranks #6 out of 18 funds in the Sectoral/Thematic Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 7.74%; this fund delivered 9.90%.

The worst peak-to-trough decline Franklin Build India Fund - IDCW has experienced over the last 5-year window is 27.33% — its NAV fell from a high on 25 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Franklin Build India Fund - IDCW averaged 10.04% (best 26.59%, worst -9.14%). 90% of rolling windows ended positive. The 5-year Sharpe ratio is 0.25 — weak risk-adjusted performance.

In calendar year 2025, Franklin Build India Fund - IDCW returned -6.25% — lagging the Sectoral/Thematic Fund category average of 2.43% by 8.68 pp. It ranked #28 of 32 in its category that year.

Franklin Build India Fund - IDCW is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Franklin Build India Fund - IDCW is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 27.3%. 5-year CAGR: 9.90%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.