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Tata Retirement Savings Fund vs Franklin India Pension Plan compare
Franklin India Pension Plan-Growth
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Pension Plan-Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Fund | Franklin India Pension Plan-Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹506 Cr | ₹1979 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 31 Mar 1997 | 01 Nov 2011 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | BSE India Bond Index |
| Turn Over | 24.24% | 64.15% |
| Expense Ratio | 2.27 | 2.01 |
| Manager | Rajasa Kakulavarapu | Murthy Nagarajan |
| ISIN Code | INF090I01510 | INF277K01FG0 |
| Exits Load | Franklin India Pension Plan - Growth charges 3.0% of sell value;. There are no other charges./365 | Tata Retirement Savings Fund - Regular Plan - Progressive Plan - Growth charges 1.0% of sell value;. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Pension Plan-Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 1.15% | 4.2% |
| 6 Month | 1.44% | -3.26% |
| 1 Year | 7.4% | 6.78% |
| 3 Year | 12.72% | 20.29% |
| 5 Year | 10.98% | 19.48% |
SIP Return Analysis
| Scheme Name | Franklin India Pension Plan-Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 4.11% | 9.84% |
| 1 Year | 7.4% | 8.58% |
| 3 Year | 11.38% | 18.03% |
| 5 Year | 10.27% | 15.93% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Pension Plan-Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 11.18% | 14.24% |
| 3 Year | 9.8% | 15.62% |
| 5 Year | 11.25% | 14.81% |
Risk Management
| Scheme Name | Franklin India Pension Plan-Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 5.735% | 13.489% |
| Sharp | 0.445% | 0.431% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Franklin India Pension Plan-Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Name | Rajasa Kakulavarapu | Murthy Nagarajan |
| Total AUM | ₹28545 Cr | ₹18015 Cr |
| Funds Managed | 10 | 11 |
| Franklin India Pension Plan-Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Franklin India Pension Plan-Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 63.37 | 8.04 |
| Large Cap | 25.96 | 39.07 |
| Mid Cap | 4.69 | 21.88 |
| Small Cap | 5.98 | 31 |
Sector Allocation
| Scheme Name |
Franklin India Pension Plan-Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 63.72 | 8.9 |
| Energy | 1.58 | 4.73 |
| Technology | 3.69 | 14.88 |
| Industrials | 4.11 | 11.06 |
| Consumer Defensive | 1.88 | 12.16 |
| Financial Services | 11.14 | 24.95 |
| Healthcare | 2.38 | 0.89 |
| Basic Materials | 1.91 | 7.18 |
| Communication Services | 2.32 | 1.56 |
| Utilities | 1.44 | 2.45 |
| Consumer Cyclical | 5.44 | 9.91 |
| Real Estate | 0.38 | 1.33 |
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