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) | ₹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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