Bandhan Retirement Fund vs Franklin India Pension Plan compare

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Franklin India Retirement Fund - Growth

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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

Scheme Name	Franklin India Retirement Fund - Growth	Bandhan Retirement Fund - Regular (G)
1 Month	-0.34%	-0.34%
6 Month	-0.17%	1.09%
1 Year	4.32%	6.71%
3 Year	9.99%	-
5 Year	8.32%	-

Scheme Name	Franklin India Retirement Fund - Growth	Bandhan Retirement Fund - Regular (G)
6 Month	0.21%	0.86%
1 Year	4.06%	6.74%
3 Year	7.97%	-
5 Year	8.5%	-

Scheme Name	Franklin India Retirement Fund - Growth	Bandhan Retirement Fund - Regular (G)
1 Year	10.3%	6.24%
3 Year	9.5%	-
5 Year	10.46%	-

Scheme Name	Franklin India Retirement Fund - Growth	Bandhan Retirement Fund - Regular (G)
Standard Deviation	5.25%	-
Sharp	0.82%	-
Beta	0.72%	-
Alpha	0.44%	-

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)

Scheme Name	Franklin India Retirement Fund - Growth	Bandhan Retirement Fund - Regular (G)
Others	61.5	8.17
Large Cap	28.58	62.37
Small Cap	5.57	4
Mid Cap	4.35	9.89

Scheme Name	Franklin India Retirement Fund - Growth	Bandhan Retirement Fund - Regular (G)
Others	61.5	8.17
Energy	1.8	-
Technology	3.08	-
Industrials	5.44	-
Consumer Defensive	2.08	-
Financial Services	12.03	-
Healthcare	2.62	-
Basic Materials	1.88	-
Consumer Cyclical	5.1	-
Communication Services	2.03	-
Utilities	1.99	-
Real Estate	0.45	-
Petroleum Products	-	6.03
IT - Software	-	8.13
Personal Products	-	1.73
Construction	-	3.71
Non - Ferrous Metals	-	1.21
Banks	-	17
Pharmaceuticals & Biotechnology	-	1.9
Electrical Equipment	-	2.31
Chemicals & Petrochemicals	-	1.23
Finance	-	3.73
Gas	-	0.08
Diversified FMCG	-	0.54
Automobiles	-	4.18
Insurance	-	2.77
Beverages	-	1.24
Ferrous Metals	-	2.28
Entertainment	-	0.14
Consumer Durables	-	3.95
Auto Components	-	1.02
Telecom - Services	-	6.12
Fertilizers & Agrochemicals	-	0.47
Consumable Fuels	-	0.86
Transport Services	-	0.58
Retailing	-	2.62
Realty	-	0.8
Transport Infrastructure	-	0.57
Power	-	1.06