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Tata Retirement Savings Fund vs Franklin India Pension Plan compare

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tortoise-icon Franklin India Pension Plan-Growth

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tortoise-icon 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 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 2.14% 3.28%
6 Month 1.71% -5.48%
1 Year 8.21% 6.18%
3 Year 10.65% 14.53%
5 Year 10.89% 17.94%

SIP Return Analysis

Scheme Name Franklin India Pension Plan-Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
6 Month 2.01% -0.24%
1 Year 4.26% -5.81%
3 Year 11.09% 14.79%
5 Year 10.09% 14.29%

Rolling Lumpsum Returns

Scheme Name Franklin India Pension Plan-Growth Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
1 Year 11.28% 14.6%
3 Year 9.77% 15.69%
5 Year 11.24% 14.74%

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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