- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | ₹181 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 | 0.98% | 2.33% |
| 6 Month | 7.53% | 9.76% |
| 1 Year | 3.38% | 1.66% |
| 3 Year | 10.68% | - |
| 5 Year | 10.45% | - |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.36% | 2.61% |
| 1 Year | 6.43% | 8.84% |
| 3 Year | 10.01% | - |
| 5 Year | 9.52% | - |
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 | 5.28% | - |
| Sharp | 0.64% | - |
| 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 | 61.54 | 28.5 |
| Large Cap | 27.59 | 56.96 |
| Mid Cap | 4.42 | 10.29 |
| Small Cap | 6.45 | 4.24 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| Others | 61.54 | 25.77 |
| Energy | 1.59 | 6.33 |
| Technology | 2.82 | 8.04 |
| Industrials | 4.43 | 6.69 |
| Consumer Defensive | 1.86 | 3.67 |
| Financial Services | 11.75 | 22.83 |
| Healthcare | 2.82 | 1.97 |
| Basic Materials | 2.2 | 6.22 |
| Consumer Cyclical | 6.51 | 8.82 |
| Communication Services | 2.1 | 7.64 |
| Utilities | 1.91 | 1.19 |
| Real Estate | 0.47 | 0.82 |
Top Comparisons
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
3Y Returns13.5%
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan
3Y Returns14.13%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns17.47%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns20.73%
SBI Magnum Medium Duration Fund - Regular Plan - Growth
3Y Returns7.56%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns9.3%
HDFC Gilt Fund - Growth Plan
3Y Returns7.21%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns7.21%
