- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Franklin India Pension Plan vs Nippon India Retirement Fund compare
Franklin India Pension Plan-Growth
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Fund | Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹506 Cr | ₹3089 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 31 Mar 1997 | 11 Feb 2015 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | BSE 500 |
| Turn Over | 24.24% | 61% |
| Expense Ratio | 2.27 | 1.95 |
| Manager | Rajasa Kakulavarapu | Pranay Sinha |
| ISIN Code | INF090I01510 | INF204KA1B64 |
| 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 | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 1 Month | 1.15% | 1.43% |
| 6 Month | 1.44% | -6.19% |
| 1 Year | 7.4% | 2.87% |
| 3 Year | 12.72% | 21.61% |
| 5 Year | 10.98% | 23.02% |
SIP Return Analysis
| Scheme Name | Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 4.11% | 5.9% |
| 1 Year | 7.4% | 1.2% |
| 3 Year | 11.38% | 16.81% |
| 5 Year | 10.27% | 17.36% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 11.18% | 9.41% |
| 3 Year | 9.8% | 10.7% |
| 5 Year | 11.25% | 8.99% |
Risk Management
| Scheme Name | Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.735% | 14.598% |
| Sharp | 0.445% | 0.564% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Name | Rajasa Kakulavarapu | Pranay Sinha |
| Total AUM | ₹28545 Cr | ₹21046 Cr |
| Funds Managed | 10 | 6 |
| Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Pension Plan-Growth |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Others | 63.37 | 0.7 |
| Large Cap | 25.96 | 71.08 |
| Mid Cap | 4.69 | 14.96 |
| Small Cap | 5.98 | 13.26 |
Sector Allocation
| Scheme Name |
Franklin India Pension Plan-Growth |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Others | 63.72 | 0.7 |
| Energy | 1.58 | 5.81 |
| Technology | 3.69 | 13.54 |
| Industrials | 4.11 | 10.31 |
| Consumer Defensive | 1.88 | 4.36 |
| Financial Services | 11.14 | 31.76 |
| Healthcare | 2.38 | 4.86 |
| Basic Materials | 1.91 | 5.24 |
| Communication Services | 2.32 | 5 |
| Utilities | 1.44 | 3.91 |
| Consumer Cyclical | 5.44 | 13.19 |
| Real Estate | 0.38 | 1.33 |
Top Comparisons
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns29.61%
Quant Infrastructure Fund - Growth Option
3Y Returns23.97%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns22.57%
Quant Flexi Cap Fund-Growth
3Y Returns22.9%
ICICI Prudential Smallcap Fund - Growth
3Y Returns21.97%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns20.93%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns20.69%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns25.74%
