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) | ₹521 Cr | ₹6474 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 | 1.32% | 2.66% |
6 Month | 3.28% | 3.12% |
1 Year | 6.97% | 3.85% |
3 Year | 12.85% | 23.43% |
5 Year | 10.79% | 26.77% |
SIP Return Analysis
Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
6 Month | 4.73% | 8.69% |
1 Year | 9.38% | 10.89% |
3 Year | 11.81% | 18.72% |
5 Year | 10.57% | 20.65% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Retirement Fund - 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 Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
Standard Deviation | 5.70% | 11.86% |
Sharp | 0.87% | 1.17% |
Beta | - | 0.80% |
Alpha | - | 4.58% |
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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 | 61.85 | 11.18 |
Large Cap | 27.72 | 60.94 |
Small Cap | 6.57 | 18.89 |
Mid Cap | 3.86 | 9 |
Sector Allocation
Scheme Name |
Franklin India Retirement Fund - Growth |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
Others | 61.85 | 10.32 |
Energy | 1.65 | 5.66 |
Technology | 3.6 | 6.37 |
Industrials | 4.37 | 13.72 |
Consumer Defensive | 1.83 | 4.6 |
Financial Services | 12.07 | 32.72 |
Healthcare | 2.74 | 5.41 |
Basic Materials | 1.59 | 4.72 |
Communication Services | 2.06 | 3.57 |
Utilities | 1.69 | 2.24 |
Consumer Cyclical | 6.06 | 9.53 |
Real Estate | 0.49 | 1.15 |
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