- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Axis Retirement Savings Fund vs Franklin India Pension Plan compare
Franklin India Retirement Fund - Growth
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
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) | ₹526 Cr | ₹334 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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | -1.24% | -2.86% |
| 6 Month | 3.85% | 2.33% |
| 1 Year | 5.35% | 2.82% |
| 3 Year | 10.92% | 12.73% |
| 5 Year | 10.24% | 14.48% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 2.58% | 3.42% |
| 1 Year | 5.96% | 1.86% |
| 3 Year | 10.48% | 14.12% |
| 5 Year | 9.82% | 12.55% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 11.11% | 14.67% |
| 3 Year | 9.86% | 12.3% |
| 5 Year | 11.22% | 15.07% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 5.23% | 11.54% |
| Sharp | 0.86% | 0.63% |
| Beta | - | 1.24% |
| Alpha | - | -0.58% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Franklin India Retirement Fund - Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 61.28 | 16.16 |
| Large Cap | 27.78 | 53.03 |
| Mid Cap | 4.46 | 17.21 |
| Small Cap | 6.48 | 13.61 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 61.28 | 11.47 |
| Energy | 1.7 | 6.19 |
| Technology | 3.07 | 9.02 |
| Industrials | 4.39 | 12.24 |
| Consumer Defensive | 1.84 | 2.98 |
| Financial Services | 12.11 | 26.55 |
| Healthcare | 2.82 | 9.37 |
| Basic Materials | 2.16 | 4.65 |
| Communication Services | 2.16 | 3.85 |
| Utilities | 1.69 | 2.47 |
| Consumer Cyclical | 6.25 | 8.23 |
| Real Estate | 0.51 | 2.97 |
Top Comparisons
Kotak Floating Rate Fund-Regular Plan-Growth Option
3Y Returns7.89%
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns8.11%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns16.31%
Motilal Oswal Asset Allocation FOF- C- Regular Growth
3Y Returns12.9%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns9.56%
Tata Equity Savings Fund -Regular Plan-Growth Option
3Y Returns9.68%
HDFC Income Fund - Growth Option
3Y Returns7.32%
LIC MF Bond Fund-Regular Plan-Growth
3Y Returns7.81%
