Bandhan Retirement Fund vs Franklin India Pension Plan compare
Franklin India Retirement Fund - Growth
Bandhan Retirement Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Franklin India Retirement Fund - Growth | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| Fund | Franklin India Retirement Fund - Growth | Bandhan Retirement Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | High | High |
| Asset Size (Cr) | ₹513 Cr | ₹182 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 31 Mar 1997 | 12 Oct 2023 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | CRISIL Hybrid 50+50 Moderate Index |
| Turn Over | 24.24% | % |
| Expense Ratio | 2.27 | 2.35 |
| Manager | Rajasa Kakulavarapu | Viraj Kulkarni |
| ISIN Code | INF090I01510 | INF194KB1GN7 |
| 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 | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| 1 Month | 0.67% | 1.4% |
| 6 Month | 3.13% | 4.71% |
| 1 Year | 6.44% | 8.03% |
| 3 Year | 10.32% | - |
| 5 Year | 9.47% | - |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.9% | 1.43% |
| 1 Year | 6.57% | 8.76% |
| 3 Year | 9.43% | - |
| 5 Year | 9.23% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| 1 Year | 10.35% | 6.56% |
| 3 Year | 9.47% | - |
| 5 Year | 10.49% | - |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 5.21% | - |
| Sharp | 0.70% | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Franklin India Retirement Fund - Growth | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| Name | Rajasa Kakulavarapu | Viraj Kulkarni |
| Total AUM | ₹28545 Cr | ₹0 Cr |
| Funds Managed | 10 | 8 |
| Franklin India Retirement Fund - Growth | Bandhan Retirement Fund - Regular (G) |
Market Cap
| Scheme Name |
Franklin India Retirement Fund - Growth |
Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| Others | 61.28 | 28.95 |
| Large Cap | 28.11 | 56.62 |
| Mid Cap | 4.51 | 10.36 |
| Small Cap | 6.1 | 4.07 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| Others | 61.28 | 26.18 |
| Energy | 1.58 | 6.34 |
| Technology | 2.82 | 7.63 |
| Industrials | 4.78 | 6.67 |
| Consumer Defensive | 2.01 | 3.49 |
| Financial Services | 12.15 | 23.06 |
| Healthcare | 2.7 | 1.9 |
| Basic Materials | 2.25 | 6.28 |
| Consumer Cyclical | 5.71 | 8.85 |
| Communication Services | 2.15 | 7.48 |
| Utilities | 2.07 | 1.31 |
| Real Estate | 0.5 | 0.83 |
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