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Bandhan Retirement Fund vs Franklin India Pension Plan compare

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tortoise-icon Franklin India Retirement Fund - Growth

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tortoise-icon Bandhan Retirement Fund - Regular (G)

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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 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) ₹522 Cr ₹188 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 -0.69% -0.72%
6 Month 0.62% 1.77%
1 Year 4.26% 6.24%
3 Year 10.26% -
5 Year 8.87% -

SIP Return Analysis

Scheme Name Franklin India Retirement Fund - Growth Bandhan Retirement Fund - Regular (G)
6 Month 0.1% 0.95%
1 Year 4.77% 7.95%
3 Year 8.66% -
5 Year 8.92% -

Rolling Lumpsum Returns

Scheme Name Franklin India Retirement Fund - Growth Bandhan Retirement Fund - Regular (G)
1 Year 10.32% 6.56%
3 Year 9.49% -
5 Year 10.46% -

Risk Management

Scheme Name Franklin India Retirement Fund - Growth Bandhan Retirement Fund - Regular (G)
Standard Deviation 5.25% -
Sharp 0.78% -
Beta 0.72% -
Alpha 0.48% -

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 61.16 26.91
Large Cap 28.65 58.54
Small Cap 5.77 4
Mid Cap 4.42 10.55

Sector Allocation

Scheme Name

Franklin India Retirement Fund - Growth

Bandhan Retirement Fund - Regular (G)

Others 61.16 23.77
Energy 1.8 6.9
Technology 3.01 8.12
Industrials 5.27 7.17
Consumer Defensive 2.07 3.5
Financial Services 12.01 23.51
Healthcare 2.72 1.89
Basic Materials 2.06 6.24
Consumer Cyclical 5.23 9.05
Communication Services 2.09 7.91
Utilities 2.01 1.14
Real Estate 0.56 0.8

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