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Franklin India Pension Plan vs Tata Retirement Savings Fund compare
Franklin India Retirement Fund - Growth
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Retirement Fund - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Fund | Franklin India Retirement Fund - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹521 Cr | ₹2083 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 31 Mar 1997 | 01 Nov 2011 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | BSE India Bond Index |
| Turn Over | 24.24% | 64.15% |
| Expense Ratio | 2.27 | 2.01 |
| Manager | Rajasa Kakulavarapu | Murthy Nagarajan |
| ISIN Code | INF090I01510 | INF277K01FG0 |
| Exits Load | Franklin India Pension Plan - Growth charges 3.0% of sell value;. There are no other charges./365 | Tata Retirement Savings Fund - Regular Plan - Progressive Plan - Growth charges 1.0% of sell value;. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 1.32% | 2.85% |
| 6 Month | 3.28% | 0.05% |
| 1 Year | 6.97% | 4.43% |
| 3 Year | 12.85% | 20.66% |
| 5 Year | 10.79% | 18.76% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 4.73% | 11.03% |
| 1 Year | 9.38% | 12.78% |
| 3 Year | 11.81% | 18.61% |
| 5 Year | 10.57% | 16.34% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 11.18% | 14.24% |
| 3 Year | 9.8% | 15.62% |
| 5 Year | 11.25% | 14.81% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 5.45% | 13.43% |
| Sharp | 1.09% | 1.03% |
| Beta | - | 0.89% |
| Alpha | - | 0.96% |
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Fund Managers
| Scheme Name | Franklin India Retirement Fund - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Name | Rajasa Kakulavarapu | Murthy Nagarajan |
| Total AUM | ₹28545 Cr | ₹18015 Cr |
| Funds Managed | 10 | 11 |
| Franklin India Retirement Fund - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Franklin India Retirement Fund - Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 61.85 | 2.42 |
| Large Cap | 27.72 | 44.53 |
| Small Cap | 6.57 | 27.73 |
| Mid Cap | 3.86 | 25.32 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 61.85 | 2.42 |
| Energy | 1.65 | 5.8 |
| Technology | 3.6 | 11.4 |
| Industrials | 4.37 | 12.14 |
| Consumer Defensive | 1.83 | 13.98 |
| Financial Services | 12.07 | 27.76 |
| Healthcare | 2.74 | 0.73 |
| Basic Materials | 1.59 | 7.5 |
| Communication Services | 2.06 | 0.57 |
| Utilities | 1.69 | 4.29 |
| Consumer Cyclical | 6.06 | 12.3 |
| Real Estate | 0.49 | 1.1 |
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