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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | -0.77% | -1.2% |
| 6 Month | 1.55% | 2.59% |
| 1 Year | 3.94% | -0.15% |
| 3 Year | 9.85% | 13.97% |
| 5 Year | 8.79% | 11.23% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 0.1% | -0.3% |
| 1 Year | 4.77% | 5.38% |
| 3 Year | 8.66% | 12.16% |
| 5 Year | 8.92% | 11.51% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 10.32% | 11.9% |
| 3 Year | 9.49% | 12.44% |
| 5 Year | 10.46% | 14.59% |
Risk Management
| 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% |
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 | 61.16 | 15.62 |
| Large Cap | 28.65 | 59.1 |
| Small Cap | 5.77 | 11.7 |
| Mid Cap | 4.42 | 13.58 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 61.16 | 11.95 |
| Energy | 1.8 | 6.66 |
| Technology | 3.01 | 10.11 |
| Industrials | 5.27 | 11.31 |
| Consumer Defensive | 2.07 | 4.12 |
| Financial Services | 12.01 | 25.82 |
| Healthcare | 2.72 | 9.46 |
| Basic Materials | 2.06 | 4.75 |
| Consumer Cyclical | 5.23 | 8.88 |
| Communication Services | 2.09 | 3 |
| Utilities | 2.01 | 1.92 |
| Real Estate | 0.56 | 2.02 |
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