ICICI Prudential Retirement Fund vs Franklin India Pension Plan compare
Franklin India Retirement Fund - Growth
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
---|---|---|
Fund | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | Moderate |
Asset Size (Cr) | ₹521 Cr | ₹1214 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 31 Mar 1997 | 27 Feb 2019 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE India Bond Index | NIFTY 500 TRI |
Turn Over | 24.24% | 67% |
Expense Ratio | 2.27 | 2.16 |
Manager | Rajasa Kakulavarapu | Sharmila D'mello |
ISIN Code | INF090I01510 | INF109KC1TQ6 |
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 | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
---|---|---|
1 Month | 1.32% | 6.09% |
6 Month | 3.28% | 9.81% |
1 Year | 6.97% | 10.17% |
3 Year | 12.85% | 27.86% |
5 Year | 10.79% | 29.7% |
SIP Return Analysis
Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
---|---|---|
6 Month | 4.73% | 15.41% |
1 Year | 9.38% | 25.74% |
3 Year | 11.81% | 27.51% |
5 Year | 10.57% | 26% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
---|---|---|
1 Year | 11.18% | 21.7% |
3 Year | 9.8% | 24.5% |
5 Year | 11.25% | 23.47% |
Risk Management
Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
---|---|---|
Standard Deviation | 5.70% | 14.67% |
Sharp | 0.87% | 1.07% |
Beta | - | 0.95% |
Alpha | - | 4.67% |
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Fund Managers
Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
---|---|---|
Name | Rajasa Kakulavarapu | Sharmila D'mello |
Total AUM | ₹28545 Cr | ₹354743 Cr |
Funds Managed | 10 | 35 |
Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Market Cap
Scheme Name |
Franklin India Retirement Fund - Growth |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
---|---|---|
Others | 61.85 | 6.64 |
Large Cap | 27.72 | 40.12 |
Small Cap | 6.57 | 25.64 |
Mid Cap | 3.86 | 27.61 |
Sector Allocation
Scheme Name |
Franklin India Retirement Fund - Growth |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
---|---|---|
Others | 61.85 | 2.06 |
Energy | 1.65 | - |
Technology | 3.6 | 6.05 |
Industrials | 4.37 | 15.25 |
Consumer Defensive | 1.83 | 3.63 |
Financial Services | 12.07 | 20.9 |
Healthcare | 2.74 | 0.54 |
Basic Materials | 1.59 | 28.32 |
Communication Services | 2.06 | 7.87 |
Utilities | 1.69 | 0.04 |
Consumer Cyclical | 6.06 | 9.95 |
Real Estate | 0.49 | 5.39 |
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