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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) | ₹517 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 | -2.03% | -2.98% |
| 6 Month | -1.62% | -0.79% |
| 1 Year | 4.07% | 6.27% |
| 3 Year | 9.38% | - |
| 5 Year | 8.15% | - |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| 6 Month | -1.69% | -1.88% |
| 1 Year | -0.11% | 1.01% |
| 3 Year | 6.74% | - |
| 5 Year | 7.87% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| 1 Year | 10.3% | 6.28% |
| 3 Year | 9.51% | - |
| 5 Year | 10.45% | - |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 5.09% | - |
| Sharp | 0.67% | - |
| Beta | 0.72% | - |
| Alpha | 0.44% | - |
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 | 61.77 | 27.27 |
| Large Cap | 28.67 | 58.5 |
| Small Cap | 5.21 | 3.93 |
| Mid Cap | 4.35 | 10.3 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
Bandhan Retirement Fund - Regular (G) |
|---|---|---|
| Others | 61.55 | 24.11 |
| Energy | 1.82 | 6.97 |
| Technology | 3.05 | 8.11 |
| Industrials | 5.51 | 6.78 |
| Consumer Defensive | 2.09 | 3.47 |
| Financial Services | 12.04 | 23.27 |
| Healthcare | 2.57 | 1.88 |
| Basic Materials | 1.86 | 6.39 |
| Consumer Cyclical | 5.16 | 9.16 |
| Communication Services | 1.95 | 7.93 |
| Utilities | 1.93 | 1.17 |
| Real Estate | 0.47 | 0.75 |
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