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Franklin India Pension Plan vs HDFC Retirement Savings Fund compare
Franklin India Retirement Fund - Growth
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Fund | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹522 Cr | ₹7055 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 31 Mar 1997 | 26 Feb 2016 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | NIFTY 500 TRI |
| Turn Over | 24.24% | 14.13% |
| Expense Ratio | 2.27 | 1.77 |
| Manager | Rajasa Kakulavarapu | Dhruv Muchhal |
| ISIN Code | INF090I01510 | INF179KB1MG8 |
| 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 | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 1 Month | -0.34% | -0.29% |
| 6 Month | 1.33% | 2.76% |
| 1 Year | 4.78% | 5.51% |
| 3 Year | 10.22% | 18.42% |
| 5 Year | 9.04% | 21.57% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 6 Month | 0.1% | 0.14% |
| 1 Year | 4.77% | 7.47% |
| 3 Year | 8.66% | 12.78% |
| 5 Year | 8.92% | 16.2% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 1 Year | 10.32% | 14.5% |
| 3 Year | 9.49% | 18.86% |
| 5 Year | 10.46% | 17.82% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.25% | 10.44% |
| Sharp | 0.78% | 1.04% |
| Beta | 0.72% | 0.81% |
| Alpha | 0.48% | 3.25% |
Fund Managers
| Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Name | Rajasa Kakulavarapu | Dhruv Muchhal |
| Total AUM | ₹28545 Cr | ₹520687 Cr |
| Funds Managed | 10 | 40 |
| Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Retirement Fund - Growth |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Others | 61.16 | 7.58 |
| Large Cap | 28.65 | 63.19 |
| Small Cap | 5.77 | 19.43 |
| Mid Cap | 4.42 | 9.8 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Others | 61.16 | 7.02 |
| Energy | 1.8 | 5.55 |
| Technology | 3.01 | 9.34 |
| Industrials | 5.27 | 14.01 |
| Consumer Defensive | 2.07 | 3.68 |
| Financial Services | 12.01 | 31.17 |
| Healthcare | 2.72 | 7.87 |
| Basic Materials | 2.06 | 5.47 |
| Consumer Cyclical | 5.23 | 9.43 |
| Communication Services | 2.09 | 3.4 |
| Utilities | 2.01 | 2.14 |
| Real Estate | 0.56 | 0.91 |
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