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

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tortoise-icon Franklin India Pension Plan-Growth

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tortoise-icon 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) ₹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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