Nippon India Retirement Fund vs Franklin India Pension Plan compare
Franklin India Pension Plan-Growth
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Fund | Franklin India Pension Plan-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) | ₹506 Cr | ₹3089 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 Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
1 Month | 2.14% | 2.69% |
6 Month | 1.71% | -4.31% |
1 Year | 8.21% | 5.87% |
3 Year | 10.65% | 16.94% |
5 Year | 10.89% | 23.07% |
SIP Return Analysis
Scheme Name | Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
6 Month | 2.01% | 0.58% |
1 Year | 4.26% | -5.14% |
3 Year | 11.09% | 16.97% |
5 Year | 10.09% | 17.84% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
1 Year | 11.28% | 10.23% |
3 Year | 9.77% | 10.45% |
5 Year | 11.24% | 8.68% |
Risk Management
Scheme Name | Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 5.735% | 14.598% |
Sharp | 0.445% | 0.564% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Franklin India Pension Plan-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 Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Market Cap
Scheme Name |
Franklin India Pension Plan-Growth |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Others | 63.37 | 0.7 |
Large Cap | 25.96 | 71.08 |
Mid Cap | 4.69 | 14.96 |
Small Cap | 5.98 | 13.26 |
Sector Allocation
Scheme Name |
Franklin India Pension Plan-Growth |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Others | 63.72 | 0.7 |
Energy | 1.58 | 5.81 |
Technology | 3.69 | 13.54 |
Industrials | 4.11 | 10.31 |
Consumer Defensive | 1.88 | 4.36 |
Financial Services | 11.14 | 31.76 |
Healthcare | 2.38 | 4.86 |
Basic Materials | 1.91 | 5.24 |
Communication Services | 2.32 | 5 |
Utilities | 1.44 | 3.91 |
Consumer Cyclical | 5.44 | 13.19 |
Real Estate | 0.38 | 1.33 |
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