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) | ₹526 Cr | ₹6701 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 | -0.21% | -1.96% |
6 Month | 5.76% | 7.12% |
1 Year | 4.77% | -0.17% |
3 Year | 11.52% | 19.95% |
5 Year | 10.56% | 25.64% |
SIP Return Analysis
Scheme Name | Franklin India Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
6 Month | 3.04% | 4.24% |
1 Year | 7.19% | 5.62% |
3 Year | 11.12% | 17% |
5 Year | 10.23% | 19.56% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Retirement Fund - 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 Retirement Fund - Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
Standard Deviation | 5.45% | 11.49% |
Sharp | 1.09% | 1.38% |
Beta | - | 0.80% |
Alpha | - | 4.22% |
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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 | 61.38 | 10.92 |
Large Cap | 28.18 | 61.44 |
Small Cap | 6.52 | 18.6 |
Mid Cap | 3.93 | 9.03 |
Sector Allocation
Scheme Name |
Franklin India Retirement Fund - Growth |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
Others | 61.38 | 10.08 |
Energy | 1.71 | 5.66 |
Technology | 3.44 | 7.15 |
Industrials | 4.48 | 14.14 |
Consumer Defensive | 1.81 | 4.04 |
Financial Services | 12.29 | 32.41 |
Healthcare | 2.7 | 5.44 |
Basic Materials | 1.68 | 4.79 |
Communication Services | 2.23 | 3.7 |
Utilities | 1.68 | 2.3 |
Consumer Cyclical | 6.12 | 9.12 |
Real Estate | 0.49 | 1.17 |
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