SBI Retirement Benefit Fund vs Franklin India Pension Plan compare

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Franklin India Retirement Fund - Growth

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SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

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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	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)	₹517 Cr	₹3162 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

Scheme Name	Franklin India Retirement Fund - Growth	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
1 Month	-1.59%	-4.42%
6 Month	-0.9%	-3.22%
1 Year	4.82%	3.98%
3 Year	9.58%	12.33%
5 Year	8.25%	-

Scheme Name	Franklin India Retirement Fund - Growth	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
6 Month	-0.53%	-1.09%
1 Year	2.94%	4.61%
3 Year	7.63%	7.95%
5 Year	8.33%	-

Scheme Name	Franklin India Retirement Fund - Growth	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
1 Year	10.3%	13.35%
3 Year	9.51%	16.08%
5 Year	10.45%	-

Scheme Name	Franklin India Retirement Fund - Growth	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Standard Deviation	5.25%	10.86%
Sharp	0.82%	0.68%
Beta	0.72%	0.86%
Alpha	0.44%	-1.46%

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

Scheme Name	Franklin India Retirement Fund - Growth	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Others	61.77	10.02
Large Cap	28.67	56.8
Small Cap	5.21	12.42
Mid Cap	4.35	20.75

Scheme Name	Franklin India Retirement Fund - Growth	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Others	61.55	3.44
Energy	1.82	6.11
Technology	3.05	9.06
Industrials	5.51	14.41
Consumer Defensive	2.09	0.88
Financial Services	12.04	27.82
Healthcare	2.57	4.01
Basic Materials	1.86	10.57
Consumer Cyclical	5.16	19.61
Communication Services	1.95	-
Utilities	1.93	1.03
Real Estate	0.47	3.07