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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) | ₹520 Cr | ₹411 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 | -0.07% | -0.02% |
| 6 Month | 6.17% | 16.51% |
| 1 Year | 4.62% | 4.15% |
| 3 Year | 10.69% | 14.76% |
| 5 Year | 10.28% | 14.74% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 6 Month | 1.79% | 5.87% |
| 1 Year | 5.46% | 10.11% |
| 3 Year | 10.12% | 15.06% |
| 5 Year | 9.61% | 13.28% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Year | 11.11% | 11.05% |
| 3 Year | 9.86% | 12.22% |
| 5 Year | 11.22% | 14.04% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Standard Deviation | 5.23% | 13.35% |
| Sharp | 0.86% | 0.64% |
| Beta | - | 0.94% |
| Alpha | - | -1.10% |
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 | 61.68 | 6.22 |
| Large Cap | 27.41 | 46.47 |
| Mid Cap | 4.41 | 20.82 |
| Small Cap | 6.5 | 26.49 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 61.68 | 3.1 |
| Energy | 1.6 | 1.96 |
| Technology | 2.84 | 9.82 |
| Industrials | 4.41 | 17.9 |
| Consumer Defensive | 1.82 | 8.11 |
| Financial Services | 12.21 | 26.1 |
| Healthcare | 2.77 | 7.98 |
| Basic Materials | 2.15 | 9.07 |
| Communication Services | 2.11 | 0 |
| Utilities | 1.97 | 3.24 |
| Consumer Cyclical | 5.94 | 9.87 |
| Real Estate | 0.48 | 2.85 |
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