Axis Retirement Savings Fund vs Franklin India Pension Plan compare
Franklin India Pension Plan-Growth
Invest NowAxis Retirement Fund - Dynamic Plan - Regular Growth
Invest NowChart 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 | -1.68% | -4.06% |
6 Month | 4.99% | 10.19% |
1 Year | 15.76% | 30.65% |
3 Year | 8.95% | 9.63% |
5 Year | 9.38% | - |
Scheme Name | Franklin India Pension Plan-Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 12.25% | 24.34% |
3 Year | 12.79% | 20.26% |
5 Year | 11.16% | - |
Scheme Name | Franklin India Pension Plan-Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
1 Year | 11.28% | 16.86% |
3 Year | 9.8% | 12.2% |
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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Get Free Experts GuidanceScheme 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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