Axis Retirement Savings Fund vs Franklin India Pension Plan compare

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Franklin India Pension Plan-Growth

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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 Pension Plan-Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Fund	Franklin India Pension Plan-Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	High	Average
Asset Size (Cr)	₹521 Cr	₹332 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

Scheme Name	Franklin India Pension Plan-Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month	1.48%	2.52%
6 Month	3.83%	1.58%
1 Year	7.56%	7.26%
3 Year	13.02%	17.74%
5 Year	10.92%	15.53%

Scheme Name	Franklin India Pension Plan-Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month	5.01%	8.02%
1 Year	9.42%	8.83%
3 Year	12.14%	17.32%
5 Year	10.76%	14.45%

Scheme Name	Franklin India Pension Plan-Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year	11.18%	16.39%
3 Year	9.8%	12.09%
5 Year	11.25%	14.36%

Scheme Name	Franklin India Pension Plan-Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation	5.70%	12.64%
Sharp	0.87%	0.74%
Beta	-	1.23%
Alpha	-	-0.09%

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Scheme Name	Franklin India Pension Plan-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 Pension Plan-Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth

Scheme Name	Franklin India Pension Plan-Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	63.37	14.87
Large Cap	25.96	55.89
Mid Cap	4.69	16.51
Small Cap	5.98	12.72

Scheme Name	Franklin India Pension Plan-Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	63.72	14.87
Energy	1.58	-
Technology	3.69	-
Industrials	4.11	-
Consumer Defensive	1.88	-
Financial Services	11.14	-
Healthcare	2.38	-
Basic Materials	1.91	-
Communication Services	2.32	-
Utilities	1.44	-
Consumer Cyclical	5.44	-
Real Estate	0.38	-
Petroleum Products	-	5.67
IT - Software	-	5.81
Pharmaceuticals & Biotechnology	-	5.4
Construction	-	2.33
Finance	-	7.2
Banks	-	17.01
Diversified FMCG	-	0.77
Non - Ferrous Metals	-	0.42
Electrical Equipment	-	2.76
Healthcare Services	-	4.15
Auto Components	-	2.47
Automobiles	-	2.88
Commercial Services & Supplies	-	1.41
Insurance	-	2.54
Retailing	-	2.85
Beverages	-	1.65
Realty	-	3.02
Oil	-	0.59
Food Products	-	0.04
Aerospace & Defense	-	0.86
Chemicals & Petrochemicals	-	2.46
Household Products	-	1.12
Telecom - Services	-	2.51
Consumer Durables	-	2.01
Consumable Fuels	-	0.65
Fertilizers & Agrochemicals	-	0.82
Industrial Manufacturing	-	1.78
Power	-	3.04
Industrial Products	-	0.2
Cement & Cement Products	-	0.7