Franklin India Pension Plan vs SBI Retirement Benefit Fund compare
Franklin India Pension Plan-Growth
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Fund | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | High Risk | Very High Risk |
Asset Size (Cr) | ₹506 Cr | ₹2673 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 Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
1 Month | -1.29% | -3.54% |
6 Month | -0.96% | -9.44% |
1 Year | 7.51% | 4.22% |
3 Year | 9.23% | 13.19% |
5 Year | 8.54% | - |
SIP Return Analysis
Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 1.51% | -10.79% |
3 Year | 9.83% | 10.37% |
5 Year | 9.4% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
1 Year | 11.32% | 18.59% |
3 Year | 9.8% | 20.02% |
5 Year | 11.25% | - |
Risk Management
Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.25% | 10.86% |
Sharp | 0.72% | 1.24% |
Beta | 0.89% | 0.77% |
Alpha | 4.62% | 4.63% |
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Fund Managers
Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Name | Rajasa Kakulavarapu | Rohit Shimpi |
Total AUM | ₹28545 Cr | ₹15441 Cr |
Fund Manage | 10 | 6 |
Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Pension Plan-Growth |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Others | 61.27 | 5.1 |
Large Cap | 27.04 | 56.86 |
Mid Cap | 4.33 | 26.72 |
Small Cap | 7.35 | 11.32 |
Sector Allocation
Scheme Name |
Franklin India Pension Plan-Growth |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Others | 61.27 | 1.56 |
Petroleum Products | 1.25 | - |
IT - Software | 3.93 | - |
Cement & Cement Products | 1.1 | - |
Construction | 1.9 | 4.5 |
Finance | 0.66 | - |
Diversified FMCG | 0.56 | - |
Banks | 9.37 | - |
Pharmaceuticals & Biotechnology | 1.61 | - |
Ferrous Metals | 0.37 | - |
Healthcare Services | 1 | - |
Telecom - Services | 2.22 | - |
Gas | 0.56 | - |
Industrial Products | 0.82 | - |
Automobiles | 1.46 | - |
Agricultural Food & other Products | 0.39 | - |
Oil | 0.44 | - |
Aerospace & Defense | 0.44 | - |
Consumer Durables | 1.15 | - |
Financial Technology (Fintech) | 0.76 | - |
Capital Markets | 0.32 | - |
Chemicals & Petrochemicals | 0.52 | - |
Power | 1.04 | - |
Retailing | 0.89 | - |
Insurance | 0.67 | 2.52 |
Leisure Services | 1.85 | - |
Realty | 0.36 | - |
Beverages | 0.97 | - |
Auto Components | 1.03 | - |
Textiles & Apparels | 0.64 | - |
Commercial Services & Supplies | 0.44 | - |
Sovereign | - | 3.32 |
Energy | - | 5.42 |
Technology | - | 6.13 |
Financial | - | 26.13 |
Metals & Mining | - | 7.18 |
Services | - | 6.79 |
Automobile | - | 13.1 |
Capital Goods | - | 9.98 |
Materials | - | 6.35 |
Healthcare | - | 4.22 |
Textiles | - | 1.17 |
Consumer Discretionary | - | 1.63 |
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