Aditya Birla Sun Life Retirement Fund vs Franklin India Pension Plan compare
Franklin India Pension Plan-Growth
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Chart Comparison
| Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Fund | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹516 Cr | ₹402 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 31 Mar 1997 | 11 Mar 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | NIFTY 500 TRI |
| Turn Over | 24.24% | 6% |
| Expense Ratio | 2.26 | 2.41 |
| Manager | Rajasa Kakulavarapu | Dhaval Joshi |
| ISIN Code | INF090I01510 | INF209KB1H99 |
| Exits Load | Franklin India Pension Plan - Growth charges 3.0% of sell value;. There are no other charges./365 | Data not available./365 |
| Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Month | 1.37% | 2.13% |
| 6 Month | 4.19% | 3.88% |
| 1 Year | 13.05% | 19.16% |
| 3 Year | 9.94% | 13.23% |
| 5 Year | 9.62% | 12.96% |
| Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.06% | 14.6% |
| 3 Year | 12.65% | 18.95% |
| 5 Year | 11.1% | 16.23% |
| Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Year | 11.28% | 11.96% |
| 3 Year | 9.8% | 11.95% |
| 5 Year | 11.3% | 13.54% |
| Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Standard Deviation | 5.25% | 11.61% |
| Sharp | 0.72% | 0.68% |
| Beta | 0.89% | 0.85% |
| Alpha | 4.62% | -3.34% |
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| Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Name | Rajasa Kakulavarapu | Dhaval Joshi |
| Total AUM | ₹28545 Cr | ₹361932 Cr |
| Fund Manage | 10 | 55 |
| Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
| Scheme Name |
Franklin India Pension Plan-Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 61.27 | 7.37 |
| Large Cap | 27.04 | 59.87 |
| Mid Cap | 4.33 | 13.36 |
| Small Cap | 7.35 | 19.39 |
| Scheme Name |
Franklin India Pension Plan-Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 61.27 | 4.23 |
| Petroleum Products | 1.25 | - |
| IT - Software | 3.93 | - |
| Cement & Cement Products | 1.1 | - |
| Construction | 1.9 | 7.28 |
| Finance | 0.66 | - |
| Diversified FMCG | 0.56 | - |
| Banks | 9.37 | - |
| Pharmaceuticals & Biotechnology | 1.61 | - |
| Ferrous Metals | 0.37 | - |
| Healthcare Services | 1 | - |
| Telecom - Services | 2.22 | - |
| Gas | 0.56 | - |
| Industrial Products | 0.82 | - |
| Automobiles | 1.46 | - |
| Agricultural Food & other Products | 0.39 | - |
| Oil | 0.44 | - |
| Aerospace & Defense | 0.44 | - |
| Consumer Durables | 1.15 | - |
| Financial Technology (Fintech) | 0.76 | - |
| Capital Markets | 0.32 | - |
| Chemicals & Petrochemicals | 0.52 | - |
| Power | 1.04 | - |
| Retailing | 0.89 | - |
| Insurance | 0.67 | 1.39 |
| Leisure Services | 1.85 | - |
| Realty | 0.36 | - |
| Beverages | 0.97 | - |
| Auto Components | 1.03 | - |
| Textiles & Apparels | 0.64 | - |
| Commercial Services & Supplies | 0.44 | - |
| Sovereign | - | 0.34 |
| Energy | - | 9.78 |
| Technology | - | 5.3 |
| Consumer Staples | - | 4.44 |
| Financial | - | 28.38 |
| Metals & Mining | - | 2.89 |
| Healthcare | - | 7.59 |
| Materials | - | 4.86 |
| Services | - | 5.96 |
| Capital Goods | - | 7.25 |
| Automobile | - | 4.68 |
| Consumer Discretionary | - | 2.82 |
| Communication | - | 2.8 |
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