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Aditya Birla Sun Life Retirement Fund vs Franklin India Pension Plan compare
Franklin India Pension Plan-Growth
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Fund | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹506 Cr | ₹373 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 31 Mar 1997 | 11 Mar 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | NIFTY 500 TRI |
| Turn Over | 24.24% | 6% |
| Expense Ratio | 2.27 | 2.41 |
| Manager | Rajasa Kakulavarapu | Dhaval Joshi |
| ISIN Code | INF090I01510 | INF209KB1H99 |
| Exits Load | Franklin India Pension Plan - Growth charges 3.0% of sell value;. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Month | 1.15% | 4.96% |
| 6 Month | 1.44% | -1.18% |
| 1 Year | 7.4% | 7.05% |
| 3 Year | 12.72% | 18.5% |
| 5 Year | 10.98% | 16.58% |
SIP Return Analysis
| Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 6 Month | 4.11% | 10.85% |
| 1 Year | 7.4% | 11.16% |
| 3 Year | 11.38% | 16.51% |
| 5 Year | 10.27% | 14.09% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Year | 11.18% | 11.52% |
| 3 Year | 9.8% | 11.98% |
| 5 Year | 11.25% | 13.42% |
Risk Management
| Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Standard Deviation | 5.735% | 13.102% |
| Sharp | 0.445% | 0.392% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Name | Rajasa Kakulavarapu | Dhaval Joshi |
| Total AUM | ₹28545 Cr | ₹361932 Cr |
| Funds Managed | 10 | 55 |
| Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Market Cap
| Scheme Name |
Franklin India Pension Plan-Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 63.37 | 5.8 |
| Large Cap | 25.96 | 51.19 |
| Mid Cap | 4.69 | 19.94 |
| Small Cap | 5.98 | 23.07 |
Sector Allocation
| Scheme Name |
Franklin India Pension Plan-Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 63.72 | 5.8 |
| Energy | 1.58 | 4.83 |
| Technology | 3.69 | 10.41 |
| Industrials | 4.11 | 12.8 |
| Consumer Defensive | 1.88 | 4.18 |
| Financial Services | 11.14 | 26.98 |
| Healthcare | 2.38 | 8.69 |
| Basic Materials | 1.91 | 8.14 |
| Communication Services | 2.32 | 3.02 |
| Utilities | 1.44 | 2.39 |
| Consumer Cyclical | 5.44 | 9.19 |
| Real Estate | 0.38 | 3.57 |
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