- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Franklin India Pension Plan vs HDFC Retirement Savings Fund compare
Franklin India Pension Plan-Growth
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Fund | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹506 Cr | ₹5897 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 Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 1 Month | 3.16% | 5.9% |
| 6 Month | 2.19% | -0.02% |
| 1 Year | 8.56% | 7.43% |
| 3 Year | 12.57% | 22.67% |
| 5 Year | 11.19% | 28.34% |
SIP Return Analysis
| Scheme Name | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 6 Month | 4.65% | 7.41% |
| 1 Year | 8.99% | 7.53% |
| 3 Year | 12% | 18.74% |
| 5 Year | 10.62% | 20.82% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 1 Year | 11.18% | 17.69% |
| 3 Year | 9.8% | 18.72% |
| 5 Year | 11.25% | 17.03% |
Risk Management
| Scheme Name | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.735% | 11.88% |
| Sharp | 0.445% | 0.874% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Franklin India Pension Plan-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 Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Pension Plan-Growth |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Others | 63.37 | 12.24 |
| Large Cap | 25.96 | 58.58 |
| Mid Cap | 4.69 | 8.29 |
| Small Cap | 5.98 | 20.89 |
Sector Allocation
| Scheme Name |
Franklin India Pension Plan-Growth |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Others | 63.72 | 12.17 |
| Energy | 1.58 | 4.28 |
| Technology | 3.69 | 8.97 |
| Industrials | 4.11 | 14.32 |
| Consumer Defensive | 1.88 | 4.55 |
| Financial Services | 11.14 | 30.8 |
| Healthcare | 2.38 | 5.36 |
| Basic Materials | 1.91 | 4.29 |
| Communication Services | 2.32 | 3.45 |
| Utilities | 1.44 | 1.7 |
| Consumer Cyclical | 5.44 | 10.1 |
| Real Estate | 0.38 | - |
Top Comparisons
HDFC Money Market Fund - Growth Option
3Y Returns7.38%
DSP Savings Fund - Regular Plan - Growth
3Y Returns7.11%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
3Y Returns0%
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.26%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.31%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.36%
HDFC Multi-Asset Fund - Growth Option
3Y Returns15.64%
Quant Multi Asset Fund-Growth
3Y Returns22.53%
