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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 | ₹1410 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 | 2.09% | 5.48% |
| 6 Month | 4.01% | 15.38% |
| 1 Year | 5.81% | 13.19% |
| 3 Year | 10.77% | 24.54% |
| 5 Year | 10.27% | 28.18% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| 6 Month | 1.28% | 4.19% |
| 1 Year | 7.5% | 22.87% |
| 3 Year | 10.03% | 23.88% |
| 5 Year | 9.62% | 23.25% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| 1 Year | 11.05% | 19.75% |
| 3 Year | 9.89% | 24.45% |
| 5 Year | 11.2% | 24.39% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| Standard Deviation | 5.22% | 14.60% |
| Sharp | 0.71% | 1.07% |
| Beta | - | 1.05% |
| Alpha | - | 5.45% |
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 | 62.15 | 13.36 |
| Large Cap | 27.4 | 32.98 |
| Mid Cap | 4.38 | 22.43 |
| Small Cap | 6.08 | 31.23 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
|---|---|---|
| Others | 62.15 | 9.08 |
| Energy | 1.59 | 1.48 |
| Technology | 2.73 | 5.34 |
| Industrials | 4.53 | 12.63 |
| Consumer Defensive | 1.82 | 1.53 |
| Financial Services | 11.94 | 18.24 |
| Healthcare | 2.68 | 2.24 |
| Basic Materials | 2.19 | 26.21 |
| Consumer Cyclical | 5.76 | 11.17 |
| Communication Services | 2.09 | 6.52 |
| Utilities | 2.05 | 0.55 |
| Real Estate | 0.46 | 5 |
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