- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
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
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 | ₹1589 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 | -0.34% | -1.63% |
| 6 Month | 1.39% | 5.74% |
| 1 Year | 3.41% | 7.12% |
| 3 Year | 9.83% | 22.96% |
| 5 Year | 8.88% | 24.37% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| 6 Month | 0.71% | 2.15% |
| 1 Year | 6.36% | 21.21% |
| 3 Year | 8.96% | 21.55% |
| 5 Year | 9% | 21.62% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| 1 Year | 10.33% | 18.48% |
| 3 Year | 9.48% | 24.29% |
| 5 Year | 10.47% | 25.07% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| Standard Deviation | 5.17% | 14.71% |
| Sharp | 0.61% | 1.08% |
| Beta | 0.72% | 1.07% |
| Alpha | 0.48% | 6.31% |
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 | 60.64 | 15 |
| Large Cap | 28.77 | 33.53 |
| Small Cap | 6.08 | 28.66 |
| Mid Cap | 4.51 | 22.8 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| Others | 60.64 | 9.39 |
| Energy | 1.75 | 1.8 |
| Technology | 2.93 | 5.17 |
| Industrials | 5.32 | 13.3 |
| Consumer Defensive | 2.07 | 2.95 |
| Financial Services | 12.24 | 17.4 |
| Healthcare | 2.69 | 2.2 |
| Basic Materials | 2.19 | 24.6 |
| Consumer Cyclical | 5.46 | 11.07 |
| Communication Services | 2.09 | 6.54 |
| Utilities | 2.06 | 0.47 |
| Real Estate | 0.57 | 5.12 |
Top Comparisons
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7.16%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns7.08%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns8.81%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns9.63%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns6.99%
Mirae Asset Dynamic Bond Fund-Regular Plan Growth
3Y Returns6.59%
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns10.93%
Quant Aggressive Hybrid Fund-Growth
3Y Returns10.93%
