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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) | ₹513 Cr | ₹2048 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 | 0.72% | 0.96% |
| 6 Month | 3.07% | 4.11% |
| 1 Year | 5.94% | 2.34% |
| 3 Year | 10.36% | 15.45% |
| 5 Year | 9.55% | 15.04% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 0.9% | -0.58% |
| 1 Year | 6.57% | 5.99% |
| 3 Year | 9.43% | 12.5% |
| 5 Year | 9.23% | 12.65% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 10.35% | 13.53% |
| 3 Year | 9.47% | 15.63% |
| 5 Year | 10.49% | 15.09% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 5.21% | 13.38% |
| Sharp | 0.70% | 0.65% |
| Beta | - | 0.94% |
| Alpha | - | -0.50% |
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 | 61.28 | 4.47 |
| Large Cap | 28.11 | 44.79 |
| Mid Cap | 4.51 | 24.39 |
| Small Cap | 6.1 | 26.34 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 61.28 | 4.47 |
| Energy | 1.58 | 6.1 |
| Technology | 2.82 | 8.54 |
| Industrials | 4.78 | 10.14 |
| Consumer Defensive | 2.01 | 14.22 |
| Financial Services | 12.15 | 29.37 |
| Healthcare | 2.7 | 1.97 |
| Basic Materials | 2.25 | 5.8 |
| Consumer Cyclical | 5.71 | 12.8 |
| Communication Services | 2.15 | - |
| Utilities | 2.07 | 4.17 |
| Real Estate | 0.5 | 2.4 |
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