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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