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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 | ₹3144 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 | 0.98% | 3.54% |
| 6 Month | 7.53% | 15.69% |
| 1 Year | 3.38% | -2.5% |
| 3 Year | 10.68% | 17.85% |
| 5 Year | 10.45% | 20.96% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 1.36% | 4.17% |
| 1 Year | 6.43% | 9.93% |
| 3 Year | 10.01% | 16.22% |
| 5 Year | 9.52% | 16.57% |
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 | 5.28% | 13.33% |
| Sharp | 0.64% | 0.71% |
| Beta | - | 0.97% |
| Alpha | - | 1.83% |
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 | 61.54 | 5.37 |
| Large Cap | 27.59 | 67.42 |
| Mid Cap | 4.42 | 15.64 |
| Small Cap | 6.45 | 11.57 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Others | 61.54 | 0.81 |
| Energy | 1.59 | 5.4 |
| Technology | 2.82 | 10.28 |
| Industrials | 4.43 | 13.52 |
| Consumer Defensive | 1.86 | 5.26 |
| Financial Services | 11.75 | 30.1 |
| Healthcare | 2.82 | 5.12 |
| Basic Materials | 2.2 | 6.08 |
| Consumer Cyclical | 6.51 | 13.82 |
| Communication Services | 2.1 | 3.05 |
| Utilities | 1.91 | 5.52 |
| Real Estate | 0.47 | 1.03 |
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