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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) | ₹520 Cr | ₹6612 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 | 0.16% | -0.06% |
| 6 Month | 6.33% | 10.14% |
| 1 Year | 4.62% | 0.81% |
| 3 Year | 10.76% | 19.01% |
| 5 Year | 10.35% | 24.49% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 6 Month | 1.79% | 2.43% |
| 1 Year | 5.46% | 3.49% |
| 3 Year | 10.12% | 15.04% |
| 5 Year | 9.61% | 18.09% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 1 Year | 11.11% | 17.17% |
| 3 Year | 9.86% | 19.1% |
| 5 Year | 11.22% | 17.18% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.23% | 11.08% |
| Sharp | 0.86% | 1.11% |
| Beta | - | 0.80% |
| Alpha | - | 4.04% |
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 | 61.68 | 11.48 |
| Large Cap | 27.41 | 60.93 |
| Mid Cap | 4.41 | 8.67 |
| Small Cap | 6.5 | 18.91 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Others | 61.68 | 10.61 |
| Energy | 1.6 | 5.34 |
| Technology | 2.84 | 7.11 |
| Industrials | 4.41 | 14.1 |
| Consumer Defensive | 1.82 | 3.72 |
| Financial Services | 12.21 | 31.76 |
| Healthcare | 2.77 | 6.89 |
| Basic Materials | 2.15 | 4.86 |
| Communication Services | 2.11 | 3.6 |
| Utilities | 1.97 | 2.26 |
| Consumer Cyclical | 5.94 | 8.6 |
| Real Estate | 0.48 | 1.15 |
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