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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) | ₹522 Cr | ₹2129 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 | -0.34% | -0.97% |
| 6 Month | -0.17% | -3.98% |
| 1 Year | 4.32% | -1.06% |
| 3 Year | 9.99% | 14.86% |
| 5 Year | 8.32% | 11.74% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.21% | 0.74% |
| 1 Year | 6.49% | 7.42% |
| 3 Year | 8.85% | 11.25% |
| 5 Year | 9% | 12.12% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 10.3% | 13.37% |
| 3 Year | 9.5% | 15.62% |
| 5 Year | 10.46% | 14.97% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 5.25% | 11.38% |
| Sharp | 0.82% | 0.74% |
| Beta | 0.72% | 0.96% |
| Alpha | 0.44% | -0.54% |
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 | 61.5 | 7.16 |
| Large Cap | 28.58 | 44.14 |
| Small Cap | 5.57 | 22.77 |
| Mid Cap | 4.35 | 25.92 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 61.5 | 5.69 |
| Energy | 1.8 | 6.85 |
| Technology | 3.08 | 9.81 |
| Industrials | 5.44 | 9.97 |
| Consumer Defensive | 2.08 | 14.16 |
| Financial Services | 12.03 | 33.36 |
| Healthcare | 2.62 | 2.17 |
| Basic Materials | 1.88 | 4.21 |
| Consumer Cyclical | 5.1 | 9.78 |
| Communication Services | 2.03 | - |
| Utilities | 1.99 | 1.55 |
| Real Estate | 0.45 | 2.44 |
Top Comparisons
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