- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC Retirement Savings Fund vs Franklin India Pension Plan compare
Franklin India Pension Plan-Growth
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Fund | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹506 Cr | ₹5897 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 31 Mar 1997 | 26 Feb 2016 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | NIFTY 500 TRI |
| Turn Over | 24.24% | 14.13% |
| Expense Ratio | 2.27 | 1.77 |
| Manager | Rajasa Kakulavarapu | Dhruv Muchhal |
| ISIN Code | INF090I01510 | INF179KB1MG8 |
| Exits Load | Franklin India Pension Plan - Growth charges 3.0% of sell value;. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 1 Month | 0.4% | -0.19% |
| 6 Month | 2.25% | 0.21% |
| 1 Year | 7.23% | 3.76% |
| 3 Year | 13.2% | 24.08% |
| 5 Year | 10.91% | 27.47% |
SIP Return Analysis
| Scheme Name | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 6 Month | 4.11% | 6.53% |
| 1 Year | 7.4% | 5.32% |
| 3 Year | 11.38% | 17.79% |
| 5 Year | 10.27% | 20.18% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 1 Year | 11.18% | 17.69% |
| 3 Year | 9.8% | 18.72% |
| 5 Year | 11.25% | 17.03% |
Risk Management
| Scheme Name | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.735% | 11.88% |
| Sharp | 0.445% | 0.874% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Name | Rajasa Kakulavarapu | Dhruv Muchhal |
| Total AUM | ₹28545 Cr | ₹520687 Cr |
| Funds Managed | 10 | 40 |
| Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Pension Plan-Growth |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Others | 63.37 | 12.24 |
| Large Cap | 25.96 | 58.58 |
| Mid Cap | 4.69 | 8.29 |
| Small Cap | 5.98 | 20.89 |
Sector Allocation
| Scheme Name |
Franklin India Pension Plan-Growth |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Others | 63.72 | 12.17 |
| Energy | 1.58 | 4.28 |
| Technology | 3.69 | 8.97 |
| Industrials | 4.11 | 14.32 |
| Consumer Defensive | 1.88 | 4.55 |
| Financial Services | 11.14 | 30.8 |
| Healthcare | 2.38 | 5.36 |
| Basic Materials | 1.91 | 4.29 |
| Communication Services | 2.32 | 3.45 |
| Utilities | 1.44 | 1.7 |
| Consumer Cyclical | 5.44 | 10.1 |
| Real Estate | 0.38 | - |
Top Comparisons
WhiteOak Capital Pharma and Healthcare Fund-Reg (G)
3Y Returns0%
Bandhan Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
ICICI Prudential Short Term Fund - Growth Option
3Y Returns8.2%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7.32%
BANDHAN Government Securities Fund - Constant Maturity Plan - Regular Plan - Growth
3Y Returns9.42%
DSP 10Y G-Sec Fund - Regular Plan - Growth
3Y Returns9.18%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.93%
Edelweiss Liquid Fund - Regular Plan - Growth Option
3Y Returns6.87%
