Franklin India Pension Plan vs Aditya Birla Sun Life Retirement Fund compare
Franklin India Pension Plan-Growth
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Chart Comparison
Overview
Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Fund | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹506 Cr | ₹373 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 31 Mar 1997 | 11 Mar 2019 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE India Bond Index | NIFTY 500 TRI |
Turn Over | 24.24% | 6% |
Expense Ratio | 2.27 | 2.41 |
Manager | Rajasa Kakulavarapu | Dhaval Joshi |
ISIN Code | INF090I01510 | INF209KB1H99 |
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 Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
1 Month | 2.94% | 8.23% |
6 Month | 4.18% | 2.73% |
1 Year | 9.81% | 11.87% |
3 Year | 12.55% | 17.78% |
5 Year | 11.6% | 17.68% |
SIP Return Analysis
Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
6 Month | 3.88% | 7.49% |
1 Year | 7.97% | 6.92% |
3 Year | 11.95% | 16.12% |
5 Year | 10.54% | 13.84% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
1 Year | 11.28% | 12.47% |
3 Year | 9.77% | 12.02% |
5 Year | 11.24% | 13.27% |
Risk Management
Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Standard Deviation | 5.735% | 13.102% |
Sharp | 0.445% | 0.392% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Name | Rajasa Kakulavarapu | Dhaval Joshi |
Total AUM | ₹28545 Cr | ₹361932 Cr |
Funds Managed | 10 | 55 |
Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Market Cap
Scheme Name |
Franklin India Pension Plan-Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Others | 63.37 | 5.8 |
Large Cap | 25.96 | 51.19 |
Mid Cap | 4.69 | 19.94 |
Small Cap | 5.98 | 23.07 |
Sector Allocation
Scheme Name |
Franklin India Pension Plan-Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Others | 63.72 | 5.8 |
Energy | 1.58 | 4.83 |
Technology | 3.69 | 10.41 |
Industrials | 4.11 | 12.8 |
Consumer Defensive | 1.88 | 4.18 |
Financial Services | 11.14 | 26.98 |
Healthcare | 2.38 | 8.69 |
Basic Materials | 1.91 | 8.14 |
Communication Services | 2.32 | 3.02 |
Utilities | 1.44 | 2.39 |
Consumer Cyclical | 5.44 | 9.19 |
Real Estate | 0.38 | 3.57 |
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