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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) | ₹521 Cr | ₹7055 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 | -0.34% | -0.36% |
| 6 Month | 1.39% | 2.63% |
| 1 Year | 3.41% | 1.83% |
| 3 Year | 9.83% | 17.41% |
| 5 Year | 8.88% | 21.12% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 6 Month | 0.71% | 1.56% |
| 1 Year | 6.36% | 11.38% |
| 3 Year | 8.96% | 13.58% |
| 5 Year | 9% | 16.42% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 1 Year | 10.33% | 14.7% |
| 3 Year | 9.48% | 18.93% |
| 5 Year | 10.47% | 17.74% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.17% | 10.89% |
| Sharp | 0.61% | 0.96% |
| Beta | 0.72% | 0.81% |
| Alpha | 0.48% | 3.25% |
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 | 60.64 | 7.04 |
| Large Cap | 28.77 | 62.76 |
| Small Cap | 6.08 | 20.3 |
| Mid Cap | 4.51 | 9.9 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Others | 60.64 | 6.24 |
| Energy | 1.75 | 5.5 |
| Technology | 2.93 | 9.02 |
| Industrials | 5.32 | 14.14 |
| Consumer Defensive | 2.07 | 3.77 |
| Financial Services | 12.24 | 30.81 |
| Healthcare | 2.69 | 7.98 |
| Basic Materials | 2.19 | 5.67 |
| Consumer Cyclical | 5.46 | 9.66 |
| Communication Services | 2.09 | 3.72 |
| Utilities | 2.06 | 2.32 |
| Real Estate | 0.57 | 1.18 |
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