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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) | ₹513 Cr | ₹310 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 | 0.47% | 0.76% |
| 6 Month | 3.17% | 4.91% |
| 1 Year | 4.86% | 1.22% |
| 3 Year | 10.31% | 13.89% |
| 5 Year | 9.75% | 13.74% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 1.59% | 2.88% |
| 1 Year | 7.51% | 10.25% |
| 3 Year | 9.84% | 14.44% |
| 5 Year | 9.49% | 12.55% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 11.05% | 13.27% |
| 3 Year | 9.89% | 12.31% |
| 5 Year | 11.2% | 14.82% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 5.21% | 11.45% |
| Sharp | 0.70% | 0.65% |
| Beta | - | 1.24% |
| Alpha | - | -0.22% |
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 | 16.33 |
| Large Cap | 28.11 | 55.9 |
| Mid Cap | 4.51 | 16.14 |
| Small Cap | 6.1 | 11.63 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 61.28 | 13.47 |
| Energy | 1.58 | 5.91 |
| Technology | 2.82 | 9.83 |
| Industrials | 4.78 | 11.53 |
| Consumer Defensive | 2.01 | 3.92 |
| Financial Services | 12.15 | 25.39 |
| Healthcare | 2.7 | 9.88 |
| Basic Materials | 2.25 | 5.01 |
| Consumer Cyclical | 5.71 | 8.42 |
| Communication Services | 2.15 | 2.7 |
| Utilities | 2.07 | 1.84 |
| Real Estate | 0.5 | 2.11 |
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