Franklin India Pension Plan vs Axis Retirement Savings Fund compare

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tortoise-icon Franklin India Pension Plan-Growth

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tortoise-icon Axis Retirement Savings Fund - Dynamic 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 Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Fund Franklin India Pension Plan-Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderately High Very High
Asset Size (Cr) ₹489 Cr ₹319 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 31 Mar 1997 20 Dec 2019
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark CRISIL Composite Bond TRI,NIFTY 500 TRI NIFTY 50 Hybrid Composite Debt 65:35
Turn Over 24.24% 32.33%
Expense Ratio 2.27 2.41
Manager Rajasa Kakulavarapu Vinayak Jayanath
ISIN Code INF090I01510 INF846K01T44
Exits Load Exit load of 3% if redeemed before the age of 58 yrs./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Franklin India Pension Plan-Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
1 Month 1.65% 2.5%
6 Month 9.11% 18.35%
1 Year 18.41% 32.05%
3 Year 10.08% 13.26%
5 Year 10.01% -

SIP Return Analysis

Scheme Name Franklin India Pension Plan-Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
6 Month - -
1 Year 8.3% 15.93%
3 Year 19.56% 28.7%
5 Year 31% 43.16%

Rolling Lumpsum Returns

Scheme Name Franklin India Pension Plan-Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
1 Year 9.77% 15.91%
3 Year 24.34% 34.95%
5 Year 33.33% 47.7%

Risk Management

Scheme Name Franklin India Pension Plan-Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Standard Deviation 5.25% 11.27%
Sharp 0.53% 0.54%
Beta 0.98% 2.08%
Alpha 3.82% 8.29%

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Fund Managers

Scheme Name Franklin India Pension Plan-Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Name Rajasa Kakulavarapu Vinayak Jayanath
Total AUM ₹28545 Cr ₹0 Cr
Fund Manage 10 18
Franklin India Pension Plan-Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Market Cap

Scheme Name

Franklin India Pension Plan-Growth

Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Others 61.73 15.12
Large Cap 30.21 50.13
Small Cap 4.58 16.62
Mid Cap 3.48 18.11

Sector Allocation

Scheme Name

Franklin India Pension Plan-Growth

Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Sovereign 22.85 9.94
Financial 38.6 19.71
Communication 7.13 1.5
Energy 7.26 9.69
Construction 2.41 5.86
Technology 3.74 6.24
Capital Goods 2.86 6.17
Services 4.45 6.78
Automobile 2.16 9.55
Others 1.06 1.88
Healthcare 2.6 9.12
Consumer Staples 1.75 2.95
Consumer Discretionary 1.43 1.96
Insurance 0.52 1.89
Metals & Mining 0.42 0.4
Materials 0.76 0.92
Chemicals - 3.56
Diversified - 1.3
Textiles - 0.56

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