Axis Retirement Savings Fund vs Franklin India Pension Plan compare
Franklin India Pension Plan-Growth
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
| Scheme Name | Franklin India Pension Plan-Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Fund | Franklin India Pension Plan-Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Average |
| Asset Size (Cr) | ₹515 Cr | ₹367 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 31 Mar 1997 | 20 Dec 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | BSE India Bond Index |
| Turn Over | 24.24% | 32.33% |
| Expense Ratio | 2.27 | 2.38 |
| Manager | Rajasa Kakulavarapu | Vinayak Jayanath |
| ISIN Code | INF090I01510 | INF846K01T44 |
| Exits Load | Exit load of 3% if redeemed before the age of 58 yrs./365 | Nil/365 |
| Scheme Name | Franklin India Pension Plan-Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | 1.06% | 3.44% |
| 6 Month | 9.5% | 20.23% |
| 1 Year | 20.34% | 41.18% |
| 3 Year | 10.49% | 13.63% |
| 5 Year | 10.72% | - |
| Scheme Name | Franklin India Pension Plan-Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.3% | 15.93% |
| 3 Year | 19.56% | 28.7% |
| 5 Year | 31% | 43.16% |
| Scheme Name | Franklin India Pension Plan-Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 11.32% | 16.68% |
| 3 Year | 9.85% | 12.22% |
| 5 Year | 11.3% | - |
| Scheme Name | Franklin India Pension Plan-Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 5.25% | 11.27% |
| Sharp | 0.72% | 0.69% |
| Beta | 0.89% | 1.9% |
| Alpha | 4.62% | 9.5% |
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| Scheme Name | Franklin India Pension Plan-Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Name | Rajasa Kakulavarapu | Vinayak Jayanath |
| Total AUM | ₹28545 Cr | ₹0 Cr |
| Fund Manage | 10 | 18 |
| Franklin India Pension Plan-Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
| Scheme Name |
Franklin India Pension Plan-Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 61.73 | 15.12 |
| Large Cap | 30.21 | 50.13 |
| Mid Cap | 3.48 | 18.11 |
| Small Cap | 4.58 | 16.62 |
| Scheme Name |
Franklin India Pension Plan-Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 1.06 | 1.88 |
| Sovereign | 22.85 | 9.94 |
| Energy | 7.26 | 9.69 |
| Technology | 3.74 | 6.24 |
| Materials | 0.76 | 0.92 |
| Construction | 2.41 | 5.86 |
| Financial | 38.6 | 19.71 |
| Healthcare | 2.6 | 9.12 |
| Capital Goods | 2.86 | 6.17 |
| Metals & Mining | 0.42 | 0.4 |
| Services | 4.45 | 6.78 |
| Automobile | 2.16 | 9.55 |
| Consumer Staples | 1.75 | 2.95 |
| Consumer Discretionary | 1.43 | 1.96 |
| Communication | 7.13 | 1.5 |
| Insurance | 0.52 | 1.89 |
| Chemicals | - | 3.56 |
| Diversified | - | 1.3 |
| Textiles | - | 0.56 |
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