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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) | ₹520 Cr | ₹321 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 | -0.75% | -1.68% |
| 6 Month | 5.83% | 7.74% |
| 1 Year | 4.82% | 1.26% |
| 3 Year | 10.55% | 12.46% |
| 5 Year | 10.29% | 14.59% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 1.79% | 1.8% |
| 1 Year | 5.46% | 1.27% |
| 3 Year | 10.12% | 13.5% |
| 5 Year | 9.61% | 12.21% |
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 | - | 1.20% |
| Alpha | - | -0.56% |
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 | 61.68 | 16.16 |
| Large Cap | 27.41 | 53.5 |
| Mid Cap | 4.41 | 17.64 |
| Small Cap | 6.5 | 12.7 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 61.68 | 12.04 |
| Energy | 1.6 | 6.04 |
| Technology | 2.84 | 8.9 |
| Industrials | 4.41 | 12.44 |
| Consumer Defensive | 1.82 | 3.15 |
| Financial Services | 12.21 | 25.5 |
| Healthcare | 2.77 | 9.95 |
| Basic Materials | 2.15 | 4.78 |
| Communication Services | 2.11 | 3.8 |
| Utilities | 1.97 | 2.35 |
| Consumer Cyclical | 5.94 | 8.13 |
| Real Estate | 0.48 | 2.93 |
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