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SBI Retirement Benefit Fund vs Franklin India Pension Plan compare
Franklin India Retirement Fund - Growth
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Retirement Fund - Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Fund | Franklin India Retirement Fund - Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹526 Cr | ₹3007 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 31 Mar 1997 | 10 Feb 2021 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | BSE 500 |
| Turn Over | 24.24% | 6% |
| Expense Ratio | 2.27 | 1.95 |
| Manager | Rajasa Kakulavarapu | Rohit Shimpi |
| ISIN Code | INF090I01510 | INF200KA1S30 |
| 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 | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.98% | -3.44% |
| 6 Month | 4.57% | 3.71% |
| 1 Year | 3.92% | -5.56% |
| 3 Year | 11.07% | 13.66% |
| 5 Year | 10.35% | - |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.04% | 4.63% |
| 1 Year | 7.19% | 3.98% |
| 3 Year | 11.12% | 12.47% |
| 5 Year | 10.23% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.11% | 15.93% |
| 3 Year | 9.86% | 18.02% |
| 5 Year | 11.22% | - |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.45% | 12.75% |
| Sharp | 1.09% | 0.94% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Franklin India Retirement Fund - Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Name | Rajasa Kakulavarapu | Rohit Shimpi |
| Total AUM | ₹28545 Cr | ₹15441 Cr |
| Funds Managed | 10 | 6 |
| Franklin India Retirement Fund - Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin India Retirement Fund - Growth |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Others | 61.38 | 4.04 |
| Large Cap | 28.18 | 61.93 |
| Small Cap | 6.52 | 15.54 |
| Mid Cap | 3.93 | 18.48 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Others | 61.38 | 4.04 |
| Energy | 1.71 | 6.14 |
| Technology | 3.44 | 9.89 |
| Industrials | 4.48 | 16.34 |
| Consumer Defensive | 1.81 | 1.23 |
| Financial Services | 12.29 | 28.6 |
| Healthcare | 2.7 | 5.44 |
| Basic Materials | 1.68 | 6.6 |
| Communication Services | 2.23 | - |
| Utilities | 1.68 | 2.87 |
| Consumer Cyclical | 6.12 | 17.57 |
| Real Estate | 0.49 | 1.28 |
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