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 | 0.57% | 1.43% |
6 Month | 3.78% | 4.47% |
1 Year | 6.93% | -1.38% |
3 Year | 12.54% | 17.57% |
5 Year | 10.68% | - |
SIP Return Analysis
Scheme Name | Franklin India Retirement Fund - Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
6 Month | 4.73% | 9.34% |
1 Year | 9.38% | 9.64% |
3 Year | 11.81% | 14.07% |
5 Year | 10.57% | - |
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 | 5.45% | 12.75% |
Sharp | 1.09% | 0.94% |
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 | 61.85 | 2.21 |
Large Cap | 27.72 | 63.2 |
Small Cap | 6.57 | 15.64 |
Mid Cap | 3.86 | 18.95 |
Sector Allocation
Scheme Name |
Franklin India Retirement Fund - Growth |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Others | 61.85 | 2.21 |
Energy | 1.65 | 6.04 |
Technology | 3.6 | 10.09 |
Industrials | 4.37 | 16.65 |
Consumer Defensive | 1.83 | 1.27 |
Financial Services | 12.07 | 30.2 |
Healthcare | 2.74 | 5.83 |
Basic Materials | 1.59 | 6.32 |
Communication Services | 2.06 | - |
Utilities | 1.69 | 1.65 |
Consumer Cyclical | 6.06 | 18.45 |
Real Estate | 0.49 | 1.27 |
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