Franklin India Pension Plan vs Axis Retirement Savings Fund compare
Franklin India Retirement Fund - Growth
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
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% |
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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 |
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