- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
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
Franklin India Pension Plan vs Aditya Birla Sun Life Retirement Fund compare
Franklin India Retirement Fund - Growth
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Retirement Fund - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Fund | Franklin India Retirement Fund - 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) | ₹521 Cr | ₹427 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 Retirement Fund - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Month | 0.05% | 0.3% |
| 6 Month | 2.31% | 6.82% |
| 1 Year | 5.4% | 7.93% |
| 3 Year | 10.04% | 14.91% |
| 5 Year | 9.21% | 13.43% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 6 Month | 1.37% | 3.58% |
| 1 Year | 7.36% | 18.83% |
| 3 Year | 9.56% | 15.61% |
| 5 Year | 9.39% | 13.8% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Year | 10.34% | 9.96% |
| 3 Year | 9.48% | 12.46% |
| 5 Year | 10.48% | 14.35% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Standard Deviation | 5.25% | 13.19% |
| Sharp | 0.85% | 0.64% |
| Beta | 0.72% | 0.95% |
| Alpha | 0.51% | -0.76% |
Fund Managers
| Scheme Name | Franklin India Retirement Fund - 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 Retirement Fund - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Market Cap
| Scheme Name |
Franklin India Retirement Fund - Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 61.63 | 9.62 |
| Large Cap | 28.18 | 43.13 |
| Mid Cap | 4.22 | 20.24 |
| Small Cap | 5.97 | 27 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 61.63 | 4.25 |
| Energy | 1.71 | 2.03 |
| Technology | 2.86 | 10.75 |
| Industrials | 4.9 | 14.68 |
| Consumer Defensive | 2.07 | 7.13 |
| Financial Services | 12.16 | 25.26 |
| Healthcare | 2.7 | 7.5 |
| Basic Materials | 2.27 | 9.75 |
| Consumer Cyclical | 5.32 | 12.65 |
| Communication Services | 2.03 | - |
| Utilities | 2.09 | 3.12 |
| Real Estate | 0.27 | 2.88 |
Top Comparisons
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns35.06%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns21.43%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns17.13%
HSBC Business Cycles Fund - Regular Growth
3Y Returns19.7%
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
3Y Returns6.75%
UTI Medium to Long Duration Fund- Regular Plan - Growth
3Y Returns6.92%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns15.55%
Tata Focused Fund-Regular Plan-Growth
3Y Returns14.29%
