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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) | ₹513 Cr | ₹1333 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 | 0.98% | 3.78% |
| 6 Month | 7.53% | 23.11% |
| 1 Year | 3.38% | 6.06% |
| 3 Year | 10.68% | 23.89% |
| 5 Year | 10.45% | 27.86% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| 6 Month | 1.36% | 5.89% |
| 1 Year | 6.43% | 19.54% |
| 3 Year | 10.01% | 23.5% |
| 5 Year | 9.52% | 23.06% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| 1 Year | 11.11% | 20.76% |
| 3 Year | 9.86% | 25.14% |
| 5 Year | 11.22% | 23.85% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| Standard Deviation | 5.28% | 14.72% |
| Sharp | 0.64% | 0.97% |
| Beta | - | 1.04% |
| Alpha | - | 5.82% |
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 | 61.54 | 8.25 |
| Large Cap | 27.59 | 33.78 |
| Mid Cap | 4.42 | 27.5 |
| Small Cap | 6.45 | 30.47 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| Others | 61.54 | 3.56 |
| Energy | 1.59 | - |
| Technology | 2.82 | 5.19 |
| Industrials | 4.43 | 14.38 |
| Consumer Defensive | 1.86 | 0.85 |
| Financial Services | 11.75 | 21.8 |
| Healthcare | 2.82 | 2.26 |
| Basic Materials | 2.2 | 28.97 |
| Consumer Cyclical | 6.51 | 11.25 |
| Communication Services | 2.1 | 7.11 |
| Utilities | 1.91 | 0.6 |
| Real Estate | 0.47 | 4.03 |
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