Franklin India Pension Plan vs Tata Retirement Savings Fund compare

Franklin India Pension Plan-Growth

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

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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)	₹515 Cr	₹2003 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	0.56
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

Scheme Name	Franklin India Pension Plan-Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Month	1.62%	2.25%
6 Month	7.16%	13.8%
1 Year	17%	28.39%
3 Year	10.23%	15.43%
5 Year	9.79%	16.51%

Scheme Name	Franklin India Pension Plan-Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
6 Month	-	-
1 Year	9.07%	16.95%
3 Year	12.15%	21.66%
5 Year	10.82%	19.07%

Scheme Name	Franklin India Pension Plan-Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Year	11.28%	14.41%
3 Year	9.8%	15.76%
5 Year	11.3%	14.66%

Scheme Name	Franklin India Pension Plan-Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Standard Deviation	5.25%	11.38%
Sharp	0.72%	0.88%
Beta	0.89%	1.64%
Alpha	4.62%	11.76%

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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

Scheme Name	Franklin India Pension Plan-Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Others	61.27	8.55
Large Cap	27.04	33.77
Mid Cap	4.33	21.36
Small Cap	7.35	36.32

Scheme Name	Franklin India Pension Plan-Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Others	61.27	8.55
Petroleum Products	1.25	2.78
IT - Software	3.93	8.87
Cement & Cement Products	1.1	2.94
Construction	1.9	-
Finance	0.66	2.19
Diversified FMCG	0.56	4.04
Banks	9.37	10.66
Pharmaceuticals & Biotechnology	1.61	-
Ferrous Metals	0.37	-
Healthcare Services	1	-
Telecom - Services	2.22	-
Gas	0.56	2.42
Industrial Products	0.82	3.6
Automobiles	1.46	1.93
Agricultural Food & other Products	0.39	1.82
Oil	0.44	1.73
Aerospace & Defense	0.44	-
Consumer Durables	1.15	4.25
Financial Technology (Fintech)	0.76	1.78
Capital Markets	0.32	5.49
Chemicals & Petrochemicals	0.52	4.37
Power	1.04	-
Retailing	0.89	3.15
Insurance	0.67	4.73
Leisure Services	1.85	-
Realty	0.36	1.55
Beverages	0.97	3.82
Auto Components	1.03	3.21
Textiles & Apparels	0.64	-
Commercial Services & Supplies	0.44	-
Industrial Manufacturing	-	3.7
Diversified	-	1.23
Food Products	-	2.43
Household Products	-	2.21
Fertilizers & Agrochemicals	-	1.87
Electrical Equipment	-	1.05
Media	-	0.63
Transport Infrastructure	-	1.84
Entertainment	-	1.16