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 | 2.84% | 6.62% |
6 Month | 1.09% | -6.66% |
1 Year | 8.6% | 8.64% |
3 Year | 11.44% | 16.05% |
5 Year | 11.06% | 18.73% |
SIP Return Analysis
Scheme Name | Franklin India Pension Plan-Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
6 Month | 1.57% | -0.65% |
1 Year | 3.59% | -7.01% |
3 Year | 10.49% | 13.48% |
5 Year | 9.69% | 13.34% |
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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