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Nippon India Retirement Fund vs Franklin India Pension Plan compare
Franklin India Retirement Fund - Growth
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Retirement Fund - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Fund | Franklin India Retirement Fund - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹522 Cr | ₹3244 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 31 Mar 1997 | 11 Feb 2015 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | BSE 500 |
| Turn Over | 24.24% | 61% |
| Expense Ratio | 2.27 | 1.95 |
| Manager | Rajasa Kakulavarapu | Pranay Sinha |
| ISIN Code | INF090I01510 | INF204KA1B64 |
| 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 | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 1 Month | -0.69% | -1.38% |
| 6 Month | 0.62% | -0.01% |
| 1 Year | 4.26% | 0.49% |
| 3 Year | 10.26% | 17.22% |
| 5 Year | 8.87% | 16.73% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 0.75% | 0.25% |
| 1 Year | 5.56% | 7.18% |
| 3 Year | 8.7% | 12.27% |
| 5 Year | 8.96% | 14.3% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 10.32% | 7.78% |
| 3 Year | 9.49% | 11.26% |
| 5 Year | 10.46% | 9.48% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.17% | 13.08% |
| Sharp | 0.61% | 0.71% |
| Beta | 0.72% | 0.97% |
| Alpha | 0.48% | 0.94% |
Fund Managers
| Scheme Name | Franklin India Retirement Fund - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Name | Rajasa Kakulavarapu | Pranay Sinha |
| Total AUM | ₹28545 Cr | ₹21046 Cr |
| Funds Managed | 10 | 6 |
| Franklin India Retirement Fund - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Retirement Fund - Growth |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Others | 61.16 | 5.55 |
| Large Cap | 28.65 | 69.45 |
| Small Cap | 5.77 | 9.8 |
| Mid Cap | 4.42 | 15.2 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Others | 61.16 | 0.67 |
| Energy | 1.8 | 6.06 |
| Technology | 3.01 | 10.28 |
| Industrials | 5.27 | 11.99 |
| Consumer Defensive | 2.07 | 5.31 |
| Financial Services | 12.01 | 30.74 |
| Healthcare | 2.72 | 5.04 |
| Basic Materials | 2.06 | 6.17 |
| Consumer Cyclical | 5.23 | 14.16 |
| Communication Services | 2.09 | 3.24 |
| Utilities | 2.01 | 5.39 |
| Real Estate | 0.56 | 0.97 |
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