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HDFC Retirement Savings Fund vs Franklin India Pension Plan compare
Franklin India Retirement Fund - Growth
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Fund | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹513 Cr | ₹6693 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 Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 1 Month | 1.43% | 2.7% |
| 6 Month | 3.59% | 6.16% |
| 1 Year | 5.41% | 3.56% |
| 3 Year | 10.47% | 18.67% |
| 5 Year | 10.26% | 24.69% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 6 Month | -0.03% | 0.04% |
| 1 Year | 4.41% | 6.27% |
| 3 Year | 8.73% | 12.91% |
| 5 Year | 8.86% | 16.37% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 1 Year | 11.05% | 16.78% |
| 3 Year | 9.89% | 18.95% |
| 5 Year | 11.2% | 17.34% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.21% | 10.92% |
| Sharp | 0.70% | 1.04% |
| Beta | - | 0.81% |
| Alpha | - | 3.49% |
Fund Managers
| Scheme Name | Franklin India Retirement Fund - 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 Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Retirement Fund - Growth |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Others | 62.15 | 7.76 |
| Large Cap | 27.4 | 62.28 |
| Mid Cap | 4.38 | 10.13 |
| Small Cap | 6.08 | 19.83 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Others | 62.15 | 6.94 |
| Energy | 1.59 | 5.27 |
| Technology | 2.73 | 8.65 |
| Industrials | 4.53 | 14.22 |
| Consumer Defensive | 1.82 | 3.79 |
| Financial Services | 11.94 | 31.13 |
| Healthcare | 2.68 | 7.96 |
| Basic Materials | 2.19 | 5.19 |
| Consumer Cyclical | 5.76 | 9.8 |
| Communication Services | 2.09 | 3.53 |
| Utilities | 2.05 | 2.37 |
| Real Estate | 0.46 | 1.16 |
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