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 | Moderately High | Very High |
| Asset Size (Cr) | ₹515 Cr | ₹388 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 31 Mar 1997 | 10 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 | 2.27 | 2.39 |
| Manager | Rajasa Kakulavarapu | Dhaval Joshi |
| ISIN Code | INF090I01510 | INF209KB1H99 |
| Exits Load | Exit load of 3% if redeemed before the age of 58 yrs./365 | Nil/365 |
| Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Month | 1.06% | 2.13% |
| 6 Month | 9.5% | 19.73% |
| 1 Year | 20.34% | 33.16% |
| 3 Year | 10.49% | 14.81% |
| 5 Year | 10.72% | 16.15% |
| Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.3% | 14.53% |
| 3 Year | 19.56% | 30.51% |
| 5 Year | 31% | 48.36% |
| Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Year | 11.32% | 11.81% |
| 3 Year | 9.85% | 11.94% |
| 5 Year | 11.3% | 13.5% |
| 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 | 61.73 | 7.37 |
| Large Cap | 30.21 | 59.87 |
| Mid Cap | 3.48 | 13.36 |
| Small Cap | 4.58 | 19.39 |
| Scheme Name |
Franklin India Pension Plan-Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 1.06 | 4.23 |
| Sovereign | 22.85 | 0.34 |
| Energy | 7.26 | 9.78 |
| Technology | 3.74 | 5.3 |
| Materials | 0.76 | 4.86 |
| Construction | 2.41 | 7.28 |
| Financial | 38.6 | 28.38 |
| Healthcare | 2.6 | 7.59 |
| Capital Goods | 2.86 | 7.25 |
| Metals & Mining | 0.42 | 2.89 |
| Services | 4.45 | 5.96 |
| Automobile | 2.16 | 4.68 |
| Consumer Staples | 1.75 | 4.44 |
| Consumer Discretionary | 1.43 | 2.82 |
| Communication | 7.13 | 2.8 |
| Insurance | 0.52 | 1.39 |
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