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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) | ₹522 Cr | ₹1589 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 | -0.34% | 0.72% |
| 6 Month | -0.17% | 2.15% |
| 1 Year | 4.32% | 14.95% |
| 3 Year | 9.99% | 24.17% |
| 5 Year | 8.32% | 22.29% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| 6 Month | 0.21% | 2.24% |
| 1 Year | 4.06% | 17.14% |
| 3 Year | 7.97% | 19.89% |
| 5 Year | 8.5% | 20.81% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| 1 Year | 10.3% | 18.08% |
| 3 Year | 9.5% | 24.29% |
| 5 Year | 10.46% | 24.76% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| Standard Deviation | 5.25% | 13.47% |
| Sharp | 0.82% | 1.22% |
| Beta | 0.72% | 1.07% |
| Alpha | 0.44% | 6.04% |
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 | 61.5 | 16.36 |
| Large Cap | 28.58 | 34.13 |
| Small Cap | 5.57 | 25.74 |
| Mid Cap | 4.35 | 23.76 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| Others | 61.5 | 10.37 |
| Energy | 1.8 | 1.81 |
| Technology | 3.08 | 5.89 |
| Industrials | 5.44 | 14.05 |
| Consumer Defensive | 2.08 | 4.41 |
| Financial Services | 12.03 | 15.59 |
| Healthcare | 2.62 | 1.87 |
| Basic Materials | 1.88 | 22.8 |
| Consumer Cyclical | 5.1 | 12.19 |
| Communication Services | 2.03 | 5.76 |
| Utilities | 1.99 | 0.45 |
| Real Estate | 0.45 | 4.8 |
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