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Franklin India Pension Plan vs Nippon India Retirement Fund compare
Franklin India Retirement Fund - Growth
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Retirement Fund - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Fund | Franklin India Retirement Fund - 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) | ₹517 Cr | ₹3194 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 Retirement Fund - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 1 Month | -0.59% | 0.12% |
| 6 Month | -0.23% | -1.24% |
| 1 Year | 4.6% | 4.01% |
| 3 Year | 9.96% | 17.16% |
| 5 Year | 8.26% | 15.47% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 6 Month | -0.53% | -1.25% |
| 1 Year | 2.94% | 4.77% |
| 3 Year | 7.63% | 10.84% |
| 5 Year | 8.33% | 13.42% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 10.3% | 7.69% |
| 3 Year | 9.5% | 11.32% |
| 5 Year | 10.46% | 9.53% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.09% | 12.89% |
| Sharp | 0.67% | 0.78% |
| Beta | 0.72% | 0.97% |
| Alpha | 0.44% | 0.66% |
Fund Managers
| Scheme Name | Franklin India Retirement Fund - 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 Retirement Fund - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Retirement Fund - Growth |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Others | 61.77 | 5.42 |
| Large Cap | 28.67 | 70.25 |
| Small Cap | 5.21 | 9.76 |
| Mid Cap | 4.35 | 14.56 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Others | 61.55 | 0.81 |
| Energy | 1.82 | 6.24 |
| Technology | 3.05 | 9.74 |
| Industrials | 5.51 | 11.91 |
| Consumer Defensive | 2.09 | 5.1 |
| Financial Services | 12.04 | 30.62 |
| Healthcare | 2.57 | 5.01 |
| Basic Materials | 1.86 | 6.61 |
| Consumer Cyclical | 5.16 | 14.05 |
| Communication Services | 1.95 | 3.28 |
| Utilities | 1.93 | 5.66 |
| Real Estate | 0.47 | 0.97 |
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