Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Franklin India Pension Plan vs Axis Retirement Savings Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Retirement Fund - Growth

Invest Now

tortoise-icon Axis Retirement Fund - Dynamic Plan - Regular Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Franklin India Retirement Fund - Growth Axis Retirement Fund - Dynamic Plan - Regular Growth
Fund Franklin India Retirement Fund - Growth Axis Retirement Fund - Dynamic Plan - Regular Growth
Investment Plan Growth Growth
Level of Risk High Average
Asset Size (Cr) ₹526 Cr ₹334 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 BSE India Bond Index BSE India Bond Index
Turn Over 24.24% 32.33%
Expense Ratio 2.27 2.42
Manager Rajasa Kakulavarapu Vinayak Jayanath
ISIN Code INF090I01510 INF846K01T44
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 Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month -0.49% -1.4%
6 Month 5.61% 6.39%
1 Year 4.71% 1.76%
3 Year 11.47% 14.1%
5 Year 10.46% 15.05%

SIP Return Analysis

Scheme Name Franklin India Retirement Fund - Growth Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month 3.04% 4.16%
1 Year 7.19% 4.53%
3 Year 11.12% 15.48%
5 Year 10.23% 13.43%

Rolling Lumpsum Returns

Scheme Name Franklin India Retirement Fund - Growth Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year 11.18% 16.39%
3 Year 9.8% 12.09%
5 Year 11.25% 14.36%

Risk Management

Scheme Name Franklin India Retirement Fund - Growth Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation 5.45% 12.36%
Sharp 1.09% 0.89%
Beta - 1.24%
Alpha - -0.58%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

Scheme Name

Franklin India Retirement Fund - Growth

Axis Retirement Fund - Dynamic Plan - Regular Growth

Others 61.38 16.16
Large Cap 28.18 53.03
Small Cap 6.52 13.61
Mid Cap 3.93 17.21

Sector Allocation

Scheme Name

Franklin India Retirement Fund - Growth

Axis Retirement Fund - Dynamic Plan - Regular Growth

Others 61.38 11.47
Energy 1.71 6.19
Technology 3.44 9.02
Industrials 4.48 12.24
Consumer Defensive 1.81 2.98
Financial Services 12.29 26.55
Healthcare 2.7 9.37
Basic Materials 1.68 4.65
Communication Services 2.23 3.85
Utilities 1.68 2.47
Consumer Cyclical 6.12 8.23
Real Estate 0.49 2.97

Top Comparisons

SBI US Specific Equity Active FoF - Regular Plan - Growth SBI US Specific Equity Active FoF - Regular Plan - Growth

3Y Returns19.25%

VS

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns21.95%

Compare Now

HDFC Gold ETF Fund of Fund - Growth Option HDFC Gold ETF Fund of Fund - Growth Option

3Y Returns22.62%

VS

LIC MF Gold ETF Fund of Fund -Regular Plan-Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth

3Y Returns22.96%

Compare Now

WhiteOak Capital Mid Cap Fund Regular Plan Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth

3Y Returns0%

VS

ICICI Prudential MidCap Fund - Growth ICICI Prudential MidCap Fund - Growth

3Y Returns23.12%

Compare Now

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns17.73%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns17.64%

Compare Now
Add to Cart Successfully