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SBI Retirement Benefit Fund vs Franklin India Pension Plan compare
Franklin India Pension Plan-Growth
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Fund | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹506 Cr | ₹2673 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 Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.14% | 1.72% |
| 6 Month | 1.71% | -5.13% |
| 1 Year | 8.21% | 3.16% |
| 3 Year | 10.65% | 14.68% |
| 5 Year | 10.89% | - |
SIP Return Analysis
| Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.01% | -0.5% |
| 1 Year | 4.26% | -8.56% |
| 3 Year | 11.09% | 11.23% |
| 5 Year | 10.09% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.28% | 18.59% |
| 3 Year | 9.77% | 20.02% |
| 5 Year | 11.24% | - |
Risk Management
| Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.735% | 12.293% |
| Sharp | 0.445% | 0.575% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Franklin India Pension Plan-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 Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin India Pension Plan-Growth |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Others | 63.37 | 0.83 |
| Large Cap | 25.96 | 64.72 |
| Mid Cap | 4.69 | 19.68 |
| Small Cap | 5.98 | 14.77 |
Sector Allocation
| Scheme Name |
Franklin India Pension Plan-Growth |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Others | 63.72 | 0.83 |
| Energy | 1.58 | 5.83 |
| Technology | 3.69 | 13.13 |
| Industrials | 4.11 | 18.99 |
| Consumer Defensive | 1.88 | 1.14 |
| Financial Services | 11.14 | 28.61 |
| Healthcare | 2.38 | 4.39 |
| Basic Materials | 1.91 | 5.62 |
| Communication Services | 2.32 | - |
| Utilities | 1.44 | 1.86 |
| Consumer Cyclical | 5.44 | 18.32 |
| Real Estate | 0.38 | 1.28 |
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