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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 | -0.34% | -1.63% |
| 6 Month | 1.39% | 5.74% |
| 1 Year | 3.41% | 7.12% |
| 3 Year | 9.83% | 22.96% |
| 5 Year | 8.88% | 24.37% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| 6 Month | 0.71% | 2.15% |
| 1 Year | 6.36% | 21.21% |
| 3 Year | 8.96% | 21.55% |
| 5 Year | 9% | 21.62% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| 1 Year | 10.33% | 18.48% |
| 3 Year | 9.48% | 24.29% |
| 5 Year | 10.47% | 25.07% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| Standard Deviation | 5.25% | 14.71% |
| Sharp | 0.78% | 1.08% |
| Beta | 0.72% | 1.07% |
| Alpha | 0.48% | 6.31% |
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 | 60.64 | 15 |
| Large Cap | 28.77 | 33.53 |
| Small Cap | 6.08 | 28.66 |
| Mid Cap | 4.51 | 22.8 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| Others | 60.64 | 9.39 |
| Energy | 1.75 | 1.8 |
| Technology | 2.93 | 5.17 |
| Industrials | 5.32 | 13.3 |
| Consumer Defensive | 2.07 | 2.95 |
| Financial Services | 12.24 | 17.4 |
| Healthcare | 2.69 | 2.2 |
| Basic Materials | 2.19 | 24.6 |
| Consumer Cyclical | 5.46 | 11.07 |
| Communication Services | 2.09 | 6.54 |
| Utilities | 2.06 | 0.47 |
| Real Estate | 0.57 | 5.12 |
Top Comparisons
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