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	0.27%	0.76%
6 Month	1.15%	2.77%
1 Year	4.03%	6.48%
3 Year	10.36%	-
5 Year	8.83%	-

Scheme Name	Franklin India Retirement Fund - Growth	Bandhan Retirement Fund - Regular (G)
6 Month	1.21%	2.74%
1 Year	6.49%	11.14%
3 Year	8.85%	-
5 Year	9%	-

Scheme Name	Franklin India Retirement Fund - Growth	Bandhan Retirement Fund - Regular (G)
1 Year	10.3%	6.56%
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	0.78%	-
Beta	0.72%	-
Alpha	0.48%	-

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	61.17	8.17
Large Cap	29.5	62.37
Small Cap	5.77	4
Mid Cap	3.58	9.89

Scheme Name	Franklin India Retirement Fund - Growth	Bandhan Retirement Fund - Regular (G)
Others	61.17	8.17
Petroleum Products	1.8	6.03
IT - Software	3.02	8.13
Construction	2.11	3.71
Diversified FMCG	0.54	0.54
Banks	9.4	17
Pharmaceuticals & Biotechnology	1.37	1.9
Aerospace & Defense	0.9	-
Ferrous Metals	0.41	2.28
Automobiles	1.29	4.18
Healthcare Services	1.34	-
Finance	0.75	3.73
Telecom - Services	2.08	6.12
Gas	0.68	0.08
Industrial Products	0.5	-
Agricultural Food & other Products	0.44	-
Realty	0.56	0.8
Food Products	0.67	-
Consumer Durables	1.08	3.95
Auto Components	1.21	1.02
Financial Technology (Fintech)	0.73	-
Cement & Cement Products	0.87	-
Power	1.34	1.06
Chemicals & Petrochemicals	0.23	1.23
Fertilizers & Agrochemicals	0.55	0.47
Transport Services	0.57	0.58
Retailing	1.56	2.62
Capital Markets	0.1	-
Insurance	1.04	2.77
Leisure Services	0.85	-
Beverages	0.42	1.24
Textiles & Apparels	0.06	-
Commercial Services & Supplies	0.38	-
Personal Products	-	1.73
Non - Ferrous Metals	-	1.21
Electrical Equipment	-	2.31
Entertainment	-	0.14
Consumable Fuels	-	0.86
Transport Infrastructure	-	0.57