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Tata Retirement Savings Fund vs Franklin India Pension Plan compare
Franklin India Retirement Fund - Growth
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Retirement Fund - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Fund | Franklin India Retirement Fund - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹526 Cr | ₹2178 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 Retirement Fund - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -0.75% | -2.46% |
| 6 Month | 5.83% | 10.89% |
| 1 Year | 4.82% | 0.05% |
| 3 Year | 10.55% | 15.11% |
| 5 Year | 10.29% | 16.41% |
SIP Return Analysis
| Scheme Name | Franklin India Retirement Fund - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 2.12% | 3.78% |
| 1 Year | 5.01% | 0.85% |
| 3 Year | 9.98% | 13.7% |
| 5 Year | 9.51% | 13.38% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Retirement Fund - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 11.11% | 13.92% |
| 3 Year | 9.86% | 15.7% |
| 5 Year | 11.22% | 14.9% |
Risk Management
| Scheme Name | Franklin India Retirement Fund - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 5.23% | 13.42% |
| Sharp | 0.86% | 0.73% |
| Beta | - | 0.92% |
| Alpha | - | 0.30% |
Fund Managers
| Scheme Name | Franklin India Retirement Fund - 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 Retirement Fund - Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Franklin India Retirement Fund - Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 61.68 | 6.94 |
| Large Cap | 27.41 | 42.09 |
| Mid Cap | 4.41 | 24.94 |
| Small Cap | 6.5 | 26.04 |
Sector Allocation
| Scheme Name |
Franklin India Retirement Fund - Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 61.68 | 6.94 |
| Energy | 1.6 | 6 |
| Technology | 2.84 | 9.67 |
| Industrials | 4.41 | 11.21 |
| Consumer Defensive | 1.82 | 13.66 |
| Financial Services | 12.21 | 28.72 |
| Healthcare | 2.77 | 0 |
| Basic Materials | 2.15 | 5.86 |
| Communication Services | 2.11 | 0 |
| Utilities | 1.97 | 4.23 |
| Consumer Cyclical | 5.94 | 10.99 |
| Real Estate | 0.48 | 2.73 |
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