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Axis Retirement Savings Fund vs Franklin India Pension Plan compare

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tortoise-icon Franklin India Retirement Fund - Growth

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tortoise-icon 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) ₹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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