Franklin India Pension Plan vs Aditya Birla Sun Life Retirement Fund compare

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Franklin India Pension Plan-Growth

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Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹521 Cr	₹404 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

Scheme Name	Franklin India Pension Plan-Growth	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Month	1.48%	3.8%
6 Month	3.83%	4.54%
1 Year	7.56%	7.56%
3 Year	13.02%	19.14%
5 Year	10.92%	15.89%

Scheme Name	Franklin India Pension Plan-Growth	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
6 Month	5.01%	12.14%
1 Year	9.42%	14.75%
3 Year	12.14%	17.99%
5 Year	10.76%	14.98%

Scheme Name	Franklin India Pension Plan-Growth	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Year	11.18%	11.52%
3 Year	9.8%	11.98%
5 Year	11.25%	13.42%

Scheme Name	Franklin India Pension Plan-Growth	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Standard Deviation	5.70%	14.35%
Sharp	0.87%	0.68%
Beta	-	0.95%
Alpha	-	-1.25%

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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

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

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