Franklin India Pension Plan vs SBI Retirement Benefit Fund compare
Franklin India Retirement Fund - Growth
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Retirement Fund - Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Fund | Franklin India Retirement Fund - Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹521 Cr | ₹2894 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 31 Mar 1997 | 10 Feb 2021 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE India Bond Index | BSE 500 |
Turn Over | 24.24% | 6% |
Expense Ratio | 2.27 | 1.95 |
Manager | Rajasa Kakulavarapu | Rohit Shimpi |
ISIN Code | INF090I01510 | INF200KA1S30 |
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 | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
1 Month | 1.14% | 2.83% |
6 Month | 2.85% | 2.63% |
1 Year | 7.09% | -0.51% |
3 Year | 12.94% | 18.74% |
5 Year | 10.79% | - |
SIP Return Analysis
Scheme Name | Franklin India Retirement Fund - Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
6 Month | 5.01% | 9.45% |
1 Year | 9.42% | 9.2% |
3 Year | 12.14% | 14.91% |
5 Year | 10.76% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Retirement Fund - Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
1 Year | 11.18% | 16.74% |
3 Year | 9.8% | 18.44% |
5 Year | 11.25% | - |
Risk Management
Scheme Name | Franklin India Retirement Fund - Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.70% | 13.05% |
Sharp | 0.87% | 0.75% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Franklin India Retirement Fund - Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Name | Rajasa Kakulavarapu | Rohit Shimpi |
Total AUM | ₹28545 Cr | ₹15441 Cr |
Funds Managed | 10 | 6 |
Franklin India Retirement Fund - Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Retirement Fund - Growth |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Others | 63.37 | 0.83 |
Large Cap | 25.96 | 64.72 |
Mid Cap | 4.69 | 19.68 |
Small Cap | 5.98 | 14.77 |
Sector Allocation
Scheme Name |
Franklin India Retirement Fund - Growth |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Others | 63.72 | 0.83 |
Energy | 1.58 | 5.83 |
Technology | 3.69 | 13.13 |
Industrials | 4.11 | 18.99 |
Consumer Defensive | 1.88 | 1.14 |
Financial Services | 11.14 | 28.61 |
Healthcare | 2.38 | 4.39 |
Basic Materials | 1.91 | 5.62 |
Communication Services | 2.32 | - |
Utilities | 1.44 | 1.86 |
Consumer Cyclical | 5.44 | 18.32 |
Real Estate | 0.38 | 1.28 |
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