Nippon India Retirement Fund vs Franklin India Pension Plan compare

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Franklin India Retirement Fund - Growth

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Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹521 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

Scheme Name	Franklin India Retirement Fund - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
1 Month	-0.34%	-1.51%
6 Month	1.39%	1.88%
1 Year	3.41%	-2.99%
3 Year	9.83%	15.73%
5 Year	8.88%	17.22%

Scheme Name	Franklin India Retirement Fund - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
6 Month	0.71%	-0.13%
1 Year	6.36%	8.57%
3 Year	8.96%	12.76%
5 Year	9%	14.33%

Scheme Name	Franklin India Retirement Fund - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
1 Year	10.33%	7.84%
3 Year	9.48%	11.24%
5 Year	10.47%	9.45%

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%

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

Scheme Name	Franklin India Retirement Fund - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Others	60.64	5.42
Large Cap	28.77	68.4
Small Cap	6.08	10.8
Mid Cap	4.51	15.39

Scheme Name	Franklin India Retirement Fund - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Others	60.64	0.37
Energy	1.75	5.77
Technology	2.93	10.33
Industrials	5.32	12.27
Consumer Defensive	2.07	5.33
Financial Services	12.24	30.26
Healthcare	2.69	4.89
Basic Materials	2.19	6.66
Consumer Cyclical	5.46	14.14
Communication Services	2.09	3.2
Utilities	2.06	5.67
Real Estate	0.57	1.11