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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) | ₹520 Cr | ₹1333 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 | 0.8% | 3.02% |
| 6 Month | 6.93% | 21.21% |
| 1 Year | 3.05% | 5.14% |
| 3 Year | 10.11% | 22.47% |
| 5 Year | 10.39% | 27.94% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| 6 Month | 1.36% | 5.89% |
| 1 Year | 6.43% | 19.54% |
| 3 Year | 10.01% | 23.5% |
| 5 Year | 9.52% | 23.06% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| 1 Year | 11.11% | 20.76% |
| 3 Year | 9.86% | 25.14% |
| 5 Year | 11.22% | 23.85% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| Standard Deviation | 5.28% | 14.72% |
| Sharp | 0.64% | 0.97% |
| Beta | - | 1.04% |
| Alpha | - | 5.82% |
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 | 61.48 | 6.99 |
| Large Cap | 27.81 | 33.56 |
| Mid Cap | 4.48 | 28.36 |
| Small Cap | 6.23 | 31.09 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| Others | 61.48 | 2.33 |
| Energy | 1.6 | - |
| Technology | 2.81 | 4.82 |
| Industrials | 4.49 | 14.66 |
| Consumer Defensive | 1.81 | 0.87 |
| Financial Services | 12.06 | 22.54 |
| Healthcare | 2.79 | 2.36 |
| Basic Materials | 2.16 | 29.29 |
| Consumer Cyclical | 6.3 | 11.02 |
| Communication Services | 2.06 | 7.23 |
| Utilities | 1.95 | 0.58 |
| Real Estate | 0.48 | 4.29 |
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