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) | ₹521 Cr | ₹186 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 | 0.49% | 1.1% |
| 6 Month | 3.06% | 4.67% |
| 1 Year | 6.75% | 8.27% |
| 3 Year | 10.4% | - |
| 5 Year | 9.38% | - |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.2% | 2.16% |
| 1 Year | 7.26% | 10.39% |
| 3 Year | 9.63% | - |
| 5 Year | 9.37% | - |
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 | 61.63 | 28.08 |
| Large Cap | 28.18 | 57.62 |
| Mid Cap | 4.22 | 10.17 |
| Small Cap | 5.97 | 4.13 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| Others | 61.63 | 25.23 |
| Energy | 1.71 | 6.66 |
| Technology | 2.86 | 7.9 |
| Industrials | 4.9 | 6.85 |
| Consumer Defensive | 2.07 | 3.52 |
| Financial Services | 12.16 | 22.99 |
| Healthcare | 2.7 | 1.86 |
| Basic Materials | 2.27 | 6.38 |
| Consumer Cyclical | 5.32 | 8.61 |
| Communication Services | 2.03 | 7.89 |
| Utilities | 2.09 | 1.26 |
| Real Estate | 0.27 | 0.85 |
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