Axis Retirement Savings Fund vs Franklin India Pension Plan compare

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Franklin India Retirement Fund - Growth

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Axis Retirement Fund - Dynamic Plan - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Franklin India Retirement Fund - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Fund	Franklin India Retirement Fund - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	High	Average
Asset Size (Cr)	₹522 Cr	₹312 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹1000
Launch Date	31 Mar 1997	20 Dec 2019
Category	Retirement Funds	Retirement Funds
Fund Type	Open Ended	Open Ended
Benchmark	BSE India Bond Index	BSE India Bond Index
Turn Over	24.24%	32.33%
Expense Ratio	2.27	2.42
Manager	Rajasa Kakulavarapu	Vinayak Jayanath
ISIN Code	INF090I01510	INF846K01T44
Exits Load	Franklin India Pension Plan - Growth charges 3.0% of sell value;. There are no other charges./365	Data not available./365

Scheme Name	Franklin India Retirement Fund - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month	0.04%	0.6%
6 Month	0.81%	0.65%
1 Year	4.79%	2.35%
3 Year	10.52%	15.77%
5 Year	8.66%	11%

Scheme Name	Franklin India Retirement Fund - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month	1.21%	2.03%
1 Year	6.49%	9.77%
3 Year	8.85%	12.68%
5 Year	9%	11.72%

Scheme Name	Franklin India Retirement Fund - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year	10.3%	11.75%
3 Year	9.5%	12.49%
5 Year	10.46%	14.55%

Scheme Name	Franklin India Retirement Fund - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation	5.25%	11.27%
Sharp	0.78%	0.72%
Beta	0.72%	1.3%
Alpha	0.48%	0.88%

Scheme Name	Franklin India Retirement Fund - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Name	Rajasa Kakulavarapu	Vinayak Jayanath
Total AUM	₹28545 Cr	₹0 Cr
Funds Managed	10	18
	Franklin India Retirement Fund - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth

Scheme Name	Franklin India Retirement Fund - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	61.17	11.95
Large Cap	29.5	63.9
Small Cap	5.77	12.78
Mid Cap	3.58	11.34

Scheme Name	Franklin India Retirement Fund - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	61.17	11.95
Petroleum Products	1.8	6.5
IT - Software	3.02	6.03
Construction	2.11	3.26
Diversified FMCG	0.54	0.83
Banks	9.4	18
Pharmaceuticals & Biotechnology	1.37	5.79
Aerospace & Defense	0.9	1.55
Ferrous Metals	0.41	0.57
Automobiles	1.29	3.32
Healthcare Services	1.34	3.67
Finance	0.75	5.67
Telecom - Services	2.08	3
Gas	0.68	-
Industrial Products	0.5	0.22
Agricultural Food & other Products	0.44	-
Realty	0.56	2.02
Food Products	0.67	0.64
Consumer Durables	1.08	2.11
Auto Components	1.21	3.2
Financial Technology (Fintech)	0.73	-
Cement & Cement Products	0.87	0.83
Power	1.34	1.92
Chemicals & Petrochemicals	0.23	2.12
Fertilizers & Agrochemicals	0.55	0.71
Transport Services	0.57	0.54
Retailing	1.56	2.2
Capital Markets	0.1	-
Insurance	1.04	2.14
Leisure Services	0.85	-
Beverages	0.42	1.61
Textiles & Apparels	0.06	-
Commercial Services & Supplies	0.38	1.95
Non - Ferrous Metals	-	0.52
Electrical Equipment	-	4.08
Oil	-	0.09
Household Products	-	1.08
Consumable Fuels	-	0.06
Industrial Manufacturing	-	1.79