- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
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) | ₹513 Cr | ₹408 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 | 0.8% | 2.57% |
| 6 Month | 6.93% | 19.75% |
| 1 Year | 3.05% | 1.09% |
| 3 Year | 10.11% | 14.32% |
| 5 Year | 10.39% | 14.45% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 6 Month | 1.36% | 5.44% |
| 1 Year | 6.43% | 16% |
| 3 Year | 10.01% | 15.97% |
| 5 Year | 9.52% | 13.75% |
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 | 5.28% | 13.39% |
| Sharp | 0.64% | 0.55% |
| Beta | - | 0.95% |
| Alpha | - | -0.31% |
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 | 61.48 | 6.22 |
| Large Cap | 27.81 | 46.47 |
| Mid Cap | 4.48 | 20.82 |
| Small Cap | 6.23 | 26.49 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 61.48 | 3.1 |
| Energy | 1.6 | 1.96 |
| Technology | 2.81 | 9.82 |
| Industrials | 4.49 | 17.9 |
| Consumer Defensive | 1.81 | 8.11 |
| Financial Services | 12.06 | 26.1 |
| Healthcare | 2.79 | 7.98 |
| Basic Materials | 2.16 | 9.07 |
| Consumer Cyclical | 6.3 | 9.87 |
| Communication Services | 2.06 | 0 |
| Utilities | 1.95 | 3.24 |
| Real Estate | 0.48 | 2.85 |
Top Comparisons
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns6.87%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns5.73%
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns19.36%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns22.8%
Tata Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns7.04%
Mirae Asset Low Duration Fund- Growth
3Y Returns6.92%
Invesco India Largecap Fund - Growth
3Y Returns16.18%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.69%
