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Franklin India Pension Plan vs ICICI Prudential Retirement Fund compare
Franklin India Pension Plan-Growth
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Pension Plan-Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| Fund | Franklin India Pension Plan-Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Moderate |
| Asset Size (Cr) | ₹506 Cr | ₹1060 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 31 Mar 1997 | 27 Feb 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | NIFTY 500 TRI |
| Turn Over | 24.24% | 67% |
| Expense Ratio | 2.27 | 2.16 |
| Manager | Rajasa Kakulavarapu | Sharmila D'mello |
| ISIN Code | INF090I01510 | INF109KC1TQ6 |
| 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 | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| 1 Month | 2.14% | 3.2% |
| 6 Month | 1.71% | -2.72% |
| 1 Year | 8.21% | 4.97% |
| 3 Year | 10.65% | 20.71% |
| 5 Year | 10.89% | 28.5% |
SIP Return Analysis
| Scheme Name | Franklin India Pension Plan-Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| 6 Month | 2.01% | 1.37% |
| 1 Year | 4.26% | -2.89% |
| 3 Year | 11.09% | 21.23% |
| 5 Year | 10.09% | 23% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Pension Plan-Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| 1 Year | 11.28% | 23.43% |
| 3 Year | 9.77% | 25.69% |
| 5 Year | 11.24% | 23.19% |
Risk Management
| Scheme Name | Franklin India Pension Plan-Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| Standard Deviation | 5.735% | 14.435% |
| Sharp | 0.445% | 0.73% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Franklin India Pension Plan-Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| Name | Rajasa Kakulavarapu | Sharmila D'mello |
| Total AUM | ₹28545 Cr | ₹354743 Cr |
| Funds Managed | 10 | 35 |
| Franklin India Pension Plan-Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Market Cap
| Scheme Name |
Franklin India Pension Plan-Growth |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| Others | 63.37 | 3.31 |
| Large Cap | 25.96 | 54.72 |
| Mid Cap | 4.69 | 20.5 |
| Small Cap | 5.98 | 21.46 |
Sector Allocation
| Scheme Name |
Franklin India Pension Plan-Growth |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| Others | 63.72 | 2.47 |
| Energy | 1.58 | 0.48 |
| Technology | 3.69 | 11.48 |
| Industrials | 4.11 | 15.09 |
| Consumer Defensive | 1.88 | 3.4 |
| Financial Services | 11.14 | 15.14 |
| Healthcare | 2.38 | 1.09 |
| Basic Materials | 1.91 | 25.99 |
| Communication Services | 2.32 | 9.41 |
| Utilities | 1.44 | 0.04 |
| Consumer Cyclical | 5.44 | 10.42 |
| Real Estate | 0.38 | 4.99 |
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