SBI Retirement Benefit Fund vs Franklin India Pension Plan compare

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tortoise-icon Franklin India Pension Plan-Growth

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tortoise-icon 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 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 Moderately High Average
Asset Size (Cr) ₹489 Cr ₹2065 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 31 Mar 1997 02 Oct 2021
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark CRISIL Composite Bond TRI,NIFTY 500 TRI S&P BSE 500 TRI
Turn Over 24.24% 6%
Expense Ratio 2.27 2.02
Manager Rajasa Kakulavarapu Rohit Shimpi
ISIN Code INF090I01510 INF200KA1S30
Exits Load Exit load of 3% if redeemed before the age of 58 yrs./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Franklin India Pension Plan-Growth SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
1 Month 1.79% 1.23%
6 Month 10.05% 17.22%
1 Year 18.5% 29.78%
3 Year 10.07% 20.65%
5 Year 10.08% -

SIP Return Analysis

Scheme Name Franklin India Pension Plan-Growth SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
6 Month - -
1 Year 8.3% 14.58%
3 Year 19.56% 36.73%
5 Year 31% 43.1%

Rolling Lumpsum Returns

Scheme Name Franklin India Pension Plan-Growth SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
1 Year 9.77% 18.05%
3 Year 24.34% 46.45%
5 Year 33.33% 48.53%

Risk Management

Scheme Name Franklin India Pension Plan-Growth SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Standard Deviation 5.25% 10.86%
Sharp 0.53% 1.22%
Beta 0.98% 0.77%
Alpha 3.82% 5.38%

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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
Fund Manage 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 61.73 5.1
Large Cap 30.21 56.86
Small Cap 4.58 11.32
Mid Cap 3.48 26.72

Sector Allocation

Scheme Name

Franklin India Pension Plan-Growth

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

Sovereign 22.85 3.32
Financial 38.6 26.13
Communication 7.13 -
Energy 7.26 5.42
Construction 2.41 4.5
Technology 3.74 6.13
Capital Goods 2.86 9.98
Services 4.45 6.79
Automobile 2.16 13.1
Others 1.06 1.56
Healthcare 2.6 4.22
Consumer Staples 1.75 -
Consumer Discretionary 1.43 1.63
Insurance 0.52 2.52
Metals & Mining 0.42 7.18
Materials 0.76 6.35
Textiles - 1.17

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