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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) | ₹513 Cr | ₹3179 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 | 2.07% | 3.47% |
| 6 Month | 4.37% | 8.3% |
| 1 Year | 6.04% | 4.13% |
| 3 Year | 10.69% | 18.12% |
| 5 Year | 10.19% | 20.64% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 1.28% | 2.23% |
| 1 Year | 7.5% | 10.74% |
| 3 Year | 10.03% | 15.52% |
| 5 Year | 9.62% | 16.21% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 11.05% | 8.23% |
| 3 Year | 9.89% | 11.02% |
| 5 Year | 11.2% | 9.28% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.22% | 13.15% |
| Sharp | 0.71% | 0.82% |
| Beta | - | 0.98% |
| Alpha | - | 1.59% |
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 | 62.15 | 5.32 |
| Large Cap | 27.4 | 68.08 |
| Mid Cap | 4.38 | 15.78 |
| Small Cap | 6.08 | 10.83 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Others | 62.15 | 0.53 |
| Energy | 1.59 | 5.47 |
| Technology | 2.73 | 10.98 |
| Industrials | 4.53 | 12.47 |
| Consumer Defensive | 1.82 | 5.21 |
| Financial Services | 11.94 | 29.92 |
| Healthcare | 2.68 | 4.98 |
| Basic Materials | 2.19 | 6.44 |
| Consumer Cyclical | 5.76 | 14.03 |
| Communication Services | 2.09 | 2.99 |
| Utilities | 2.05 | 5.99 |
| Real Estate | 0.46 | 0.99 |
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