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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) | ₹520 Cr | ₹3218 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 | -0.07% | 0.09% |
| 6 Month | 6.17% | 11.47% |
| 1 Year | 4.62% | -1.27% |
| 3 Year | 10.69% | 17.42% |
| 5 Year | 10.28% | 20.6% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 1.79% | 3.17% |
| 1 Year | 5.46% | 2.7% |
| 3 Year | 10.12% | 15.12% |
| 5 Year | 9.61% | 16.16% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 11.11% | 8.77% |
| 3 Year | 9.86% | 10.89% |
| 5 Year | 11.22% | 9.14% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.23% | 13.33% |
| Sharp | 0.86% | 0.88% |
| Beta | - | 0.97% |
| Alpha | - | 2.02% |
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 | 61.68 | 4.3 |
| Large Cap | 27.41 | 68.41 |
| Mid Cap | 4.41 | 15.28 |
| Small Cap | 6.5 | 12.01 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Others | 61.68 | 0.89 |
| Energy | 1.6 | 6.67 |
| Technology | 2.84 | 9.18 |
| Industrials | 4.41 | 13.66 |
| Consumer Defensive | 1.82 | 4.63 |
| Financial Services | 12.21 | 30.83 |
| Healthcare | 2.77 | 5.18 |
| Basic Materials | 2.15 | 6.02 |
| Communication Services | 2.11 | 3.05 |
| Utilities | 1.97 | 5.6 |
| Consumer Cyclical | 5.94 | 13.2 |
| Real Estate | 0.48 | 1.1 |
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