- 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
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | ₹6584 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 | 0.8% | 2.1% |
| 6 Month | 6.93% | 12.85% |
| 1 Year | 3.05% | -2.22% |
| 3 Year | 10.11% | 17.99% |
| 5 Year | 10.39% | 24.52% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 6 Month | 1.36% | 2.71% |
| 1 Year | 6.43% | 8.55% |
| 3 Year | 10.01% | 15.53% |
| 5 Year | 9.52% | 18.1% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 1 Year | 11.11% | 17.17% |
| 3 Year | 9.86% | 19.1% |
| 5 Year | 11.22% | 17.18% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.28% | 11.08% |
| Sharp | 0.64% | 0.95% |
| Beta | - | 0.81% |
| Alpha | - | 3.95% |
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 | 61.48 | 11.48 |
| Large Cap | 27.81 | 60.93 |
| Mid Cap | 4.48 | 8.67 |
| Small Cap | 6.23 | 18.91 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Others | 61.48 | 10.61 |
| Energy | 1.6 | 5.34 |
| Technology | 2.81 | 7.11 |
| Industrials | 4.49 | 14.1 |
| Consumer Defensive | 1.81 | 3.72 |
| Financial Services | 12.06 | 31.76 |
| Healthcare | 2.79 | 6.89 |
| Basic Materials | 2.16 | 4.86 |
| Consumer Cyclical | 6.3 | 8.6 |
| Communication Services | 2.06 | 3.6 |
| Utilities | 1.95 | 2.26 |
| Real Estate | 0.48 | 1.15 |
Top Comparisons
PGIM India Retirement Fund - Regular (G)
3Y Returns0%
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.03%
HDFC Balanced Advantage Fund Regular Growth
3Y Returns18.15%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns11.83%
Motilal Oswal Small Cap Fund - Regular (G)
3Y Returns0%
LIC MF Small Cap Fund Regular - Growth
3Y Returns15.93%
HSBC Overnight Fund - Regular Growth
3Y Returns6.36%
Quant Overnight Fund Regular - Growth
3Y Returns0%
