Tata Retirement Savings Fund vs Franklin India Pension Plan compare

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Franklin India Retirement Fund - Growth

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Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

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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	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)	₹513 Cr	₹2048 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

Scheme Name	Franklin India Retirement Fund - Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Month	1.43%	2.8%
6 Month	3.59%	6.82%
1 Year	5.41%	0.38%
3 Year	10.47%	15.26%
5 Year	10.26%	15.95%

Scheme Name	Franklin India Retirement Fund - Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
6 Month	-0.03%	-1.67%
1 Year	4.41%	2.56%
3 Year	8.73%	11.37%
5 Year	8.86%	12.11%

Scheme Name	Franklin India Retirement Fund - Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Year	11.05%	13.72%
3 Year	9.89%	15.66%
5 Year	11.2%	14.98%

Scheme Name	Franklin India Retirement Fund - Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Standard Deviation	5.21%	13.38%
Sharp	0.70%	0.65%
Beta	-	0.94%
Alpha	-	-0.50%

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

Scheme Name	Franklin India Retirement Fund - Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Others	62.15	4.47
Large Cap	27.4	44.79
Mid Cap	4.38	24.39
Small Cap	6.08	26.34

Scheme Name	Franklin India Retirement Fund - Growth	Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Others	62.15	4.47
Energy	1.59	6.1
Technology	2.73	8.54
Industrials	4.53	10.14
Consumer Defensive	1.82	14.22
Financial Services	11.94	29.37
Healthcare	2.68	1.97
Basic Materials	2.19	5.8
Consumer Cyclical	5.76	12.8
Communication Services	2.09	-
Utilities	2.05	4.17
Real Estate	0.46	2.4