Franklin India Pension Plan vs Nippon India Retirement Fund compare

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Franklin India Retirement Fund - Growth

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Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹522 Cr	₹3244 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

Scheme Name	Franklin India Retirement Fund - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
1 Month	0.04%	0.62%
6 Month	0.81%	0.52%
1 Year	4.79%	2.78%
3 Year	10.52%	17.74%
5 Year	8.66%	16.21%

Scheme Name	Franklin India Retirement Fund - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
6 Month	1.21%	1.5%
1 Year	6.49%	10.49%
3 Year	8.85%	12.86%
5 Year	9%	14.45%

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%	9.52%

Scheme Name	Franklin India Retirement Fund - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Standard Deviation	5.25%	12.83%
Sharp	0.78%	0.78%
Beta	0.72%	0.97%
Alpha	0.48%	0.53%

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

Scheme Name	Franklin India Retirement Fund - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Others	61.17	0.63
Large Cap	29.5	72.74
Small Cap	5.77	10.15
Mid Cap	3.58	16.48

Scheme Name	Franklin India Retirement Fund - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Others	61.17	0.63
Petroleum Products	1.8	6.06
IT - Software	3.02	6.13
Construction	2.11	4.21
Diversified FMCG	0.54	1.67
Banks	9.4	21.08
Pharmaceuticals & Biotechnology	1.37	4.26
Aerospace & Defense	0.9	2.54
Ferrous Metals	0.41	0.72
Automobiles	1.29	5.34
Healthcare Services	1.34	0.79
Finance	0.75	5.37
Telecom - Services	2.08	2.91
Gas	0.68	-
Industrial Products	0.5	1.45
Agricultural Food & other Products	0.44	0.5
Realty	0.56	0.97
Food Products	0.67	0.72
Consumer Durables	1.08	4.31
Auto Components	1.21	2.03
Financial Technology (Fintech)	0.73	0.61
Cement & Cement Products	0.87	1.79
Power	1.34	5.38
Chemicals & Petrochemicals	0.23	1.19
Fertilizers & Agrochemicals	0.55	-
Transport Services	0.57	2.35
Retailing	1.56	1.57
Capital Markets	0.1	1.65
Insurance	1.04	2.64
Leisure Services	0.85	1.14
Beverages	0.42	1.89
Textiles & Apparels	0.06	1.61
Commercial Services & Supplies	0.38	-
Non - Ferrous Metals	-	0.56
Industrial Manufacturing	-	1.76
Electrical Equipment	-	1.04
Entertainment	-	0.33
Diversified Metals	-	1.95
Personal Products	-	0.53
Other Utilities	-	0.32