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Franklin India Pension Plan vs ICICI Prudential Retirement Fund compare
Franklin India Retirement Fund - Growth
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| Fund | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Moderate |
| Asset Size (Cr) | ₹521 Cr | ₹1516 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 Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| 1 Month | 0.05% | 1% |
| 6 Month | 2.31% | 11.02% |
| 1 Year | 5.4% | 13.68% |
| 3 Year | 10.04% | 24.09% |
| 5 Year | 9.21% | 26% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| 6 Month | 1.37% | 4.71% |
| 1 Year | 7.36% | 25.21% |
| 3 Year | 9.56% | 23.42% |
| 5 Year | 9.39% | 22.91% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| 1 Year | 10.34% | 18.55% |
| 3 Year | 9.48% | 24.37% |
| 5 Year | 10.48% | 25.06% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| Standard Deviation | 5.25% | 14.71% |
| Sharp | 0.85% | 1.11% |
| Beta | 0.72% | 1.06% |
| Alpha | 0.51% | 6.01% |
Fund Managers
| Scheme Name | Franklin India Retirement Fund - 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 Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Market Cap
| Scheme Name |
Franklin India Retirement Fund - Growth |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| Others | 61.63 | 15 |
| Large Cap | 28.18 | 33.53 |
| Mid Cap | 4.22 | 22.8 |
| Small Cap | 5.97 | 28.66 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| Others | 61.63 | 9.39 |
| Energy | 1.71 | 1.8 |
| Technology | 2.86 | 5.17 |
| Industrials | 4.9 | 13.3 |
| Consumer Defensive | 2.07 | 2.95 |
| Financial Services | 12.16 | 17.4 |
| Healthcare | 2.7 | 2.2 |
| Basic Materials | 2.27 | 24.6 |
| Consumer Cyclical | 5.32 | 11.07 |
| Communication Services | 2.03 | 6.54 |
| Utilities | 2.09 | 0.47 |
| Real Estate | 0.27 | 5.12 |
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