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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) | ₹517 Cr | ₹7086 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 | -1.62% | -2.85% |
| 6 Month | -1.13% | -1.99% |
| 1 Year | 4.45% | 5.58% |
| 3 Year | 9.49% | 16.44% |
| 5 Year | 8.09% | 18.66% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 6 Month | -0.53% | -0.49% |
| 1 Year | 2.94% | 5.65% |
| 3 Year | 7.63% | 11.2% |
| 5 Year | 8.33% | 15.04% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 1 Year | 10.3% | 13.85% |
| 3 Year | 9.51% | 18.77% |
| 5 Year | 10.45% | 17.97% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.25% | 10.44% |
| Sharp | 0.82% | 1.07% |
| Beta | 0.72% | 0.82% |
| Alpha | 0.44% | 2.7% |
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 | 61.77 | 8.93 |
| Large Cap | 28.67 | 61.91 |
| Small Cap | 5.21 | 19.39 |
| Mid Cap | 4.35 | 9.77 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Others | 61.55 | 7.96 |
| Energy | 1.82 | 5.63 |
| Technology | 3.05 | 9.46 |
| Industrials | 5.51 | 13.4 |
| Consumer Defensive | 2.09 | 3.53 |
| Financial Services | 12.04 | 30.62 |
| Healthcare | 2.57 | 7.7 |
| Basic Materials | 1.86 | 5.65 |
| Consumer Cyclical | 5.16 | 9.63 |
| Communication Services | 1.95 | 3.37 |
| Utilities | 1.93 | 2.14 |
| Real Estate | 0.47 | 0.9 |
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