Franklin India Pension Plan vs Tata Retirement Savings Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Pension Plan-Growth

Invest Now

tortoise-icon Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Franklin India Pension Plan-Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Fund Franklin India Pension Plan-Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Very High
Asset Size (Cr) ₹489 Cr ₹1718 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 CRISIL Composite Bond TRI,NIFTY 500 TRI NIFTY 500 TRI
Turn Over 24.24% 64.15%
Expense Ratio 2.27 2.05
Manager Rajasa Kakulavarapu Murthy Nagarajan
ISIN Code INF090I01510 INF277K01FG0
Exits Load Exit load of 3% if redeemed before the age of 58 yrs./365 Exit load of 1% if redeemed before 61 months./365

Trailing Lumpsum Returns

Scheme Name Franklin India Pension Plan-Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Month 2.34% 5.84%
6 Month 9.03% 18.92%
1 Year 19.42% 41.56%
3 Year 10.16% 17.43%
5 Year 10% 17.96%

SIP Return Analysis

Scheme Name Franklin India Pension Plan-Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
6 Month - -
1 Year 8.3% 16.02%
3 Year 19.56% 34.86%
5 Year 31% 58.92%

Rolling Lumpsum Returns

Scheme Name Franklin India Pension Plan-Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Year 9.77% 18.23%
3 Year 24.34% 44.58%
5 Year 33.33% 65.77%

Risk Management

Scheme Name Franklin India Pension Plan-Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Standard Deviation 5.25% 11.38%
Sharp 0.53% 0.81%
Beta 0.98% 1.76%
Alpha 3.82% 11.28%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Franklin India Pension Plan-Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Name Rajasa Kakulavarapu Murthy Nagarajan
Total AUM ₹28545 Cr ₹18015 Cr
Fund Manage 10 11
Franklin India Pension Plan-Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Market Cap

Scheme Name

Franklin India Pension Plan-Growth

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Others 61.73 4.89
Large Cap 30.21 42.65
Small Cap 4.58 27.09
Mid Cap 3.48 25.37

Sector Allocation

Scheme Name

Franklin India Pension Plan-Growth

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

Sovereign 22.85 -
Financial 38.6 16.34
Communication 7.13 -
Energy 7.26 11.62
Construction 2.41 2.3
Technology 3.74 6.49
Capital Goods 2.86 9.92
Services 4.45 13.47
Automobile 2.16 5.05
Others 1.06 3.09
Healthcare 2.6 1.36
Consumer Staples 1.75 13.53
Consumer Discretionary 1.43 3.69
Insurance 0.52 0.91
Metals & Mining 0.42 3.71
Materials 0.76 2.92
Chemicals - 4.17
Diversified - 1.43

Top Comparisons

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns26.86%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns23.68%

Compare Now

ICICI Prudential Medium Term Bond Fund - Growth ICICI Prudential Medium Term Bond Fund - Growth

3Y Returns5.91%

VS

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

3Y Returns3.5%

Compare Now

Aditya Birla Sun Life India Gennext Fund-Growth Option Aditya Birla Sun Life India Gennext Fund-Growth Option

3Y Returns19.67%

VS

Mirae Asset Great Consumer Fund - Regular Plan - Growth option Mirae Asset Great Consumer Fund - Regular Plan - Growth option

3Y Returns22.86%

Compare Now

Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

3Y Returns18.59%

VS

Sundaram Large and Midcap Fund Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

3Y Returns21.88%

Compare Now
Request call back
Add to Cart Successfully