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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) | ₹526 Cr | ₹185 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 | -0.83% | -0.86% |
| 6 Month | 5.27% | 5.88% |
| 1 Year | 4.49% | 2.21% |
| 3 Year | 10.61% | - |
| 5 Year | 10.16% | - |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.12% | 2.36% |
| 1 Year | 5.01% | 3.93% |
| 3 Year | 9.98% | - |
| 5 Year | 9.51% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| 1 Year | 11.11% | 7.11% |
| 3 Year | 9.86% | - |
| 5 Year | 11.22% | - |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 5.23% | - |
| Sharp | 0.86% | - |
| 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 | 29.67 |
| Large Cap | 27.78 | 56.07 |
| Mid Cap | 4.46 | 9.89 |
| Small Cap | 6.48 | 4.37 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| Others | 61.28 | 27.69 |
| Energy | 1.7 | 6.8 |
| Technology | 3.07 | 6.51 |
| Industrials | 4.39 | 7.89 |
| Consumer Defensive | 1.84 | 2.92 |
| Financial Services | 12.11 | 20.84 |
| Healthcare | 2.82 | 1.92 |
| Basic Materials | 2.16 | 5.16 |
| Communication Services | 2.16 | 8.05 |
| Utilities | 1.69 | 1.29 |
| Consumer Cyclical | 6.25 | 10.05 |
| Real Estate | 0.51 | 0.88 |
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