Bandhan Retirement Fund vs Franklin India Pension Plan compare

Overview

Scheme Name	Franklin India Pension Plan-Growth	Bandhan Retirement Fund - Regular (G)
Fund	Franklin India Pension Plan-Growth	Bandhan Retirement Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	High	High
Asset Size (Cr)	₹516 Cr	₹173 Cr
Min Investment	₹500	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹1000
Launch Date	31 Mar 1997	12 Oct 2023
Category	Retirement Funds	Retirement Funds
Fund Type	Open Ended	Open Ended
Benchmark	BSE India Bond Index	CRISIL Hybrid 50+50 Moderate Index
Turn Over	24.24%	%
Expense Ratio	2.26	2.35
Manager	Rajasa Kakulavarapu	Viraj Kulkarni
ISIN Code	INF090I01510	INF194KB1GN7
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	Bandhan Retirement Fund - Regular (G)
1 Month	1.37%	0.91%
6 Month	4.19%	1.1%
1 Year	13.05%	13.39%
3 Year	9.94%	-
5 Year	9.62%	-

Scheme Name	Franklin India Pension Plan-Growth	Bandhan Retirement Fund - Regular (G)
6 Month	-	-
1 Year	13.52%	12.32%
3 Year	13.67%	-
5 Year	11.66%	-

Scheme Name	Franklin India Pension Plan-Growth	Bandhan Retirement Fund - Regular (G)
1 Year	11.28%	22.74%
3 Year	9.8%	-
5 Year	11.3%	-

Scheme Name	Franklin India Pension Plan-Growth	Bandhan Retirement Fund - Regular (G)
Standard Deviation	5.25%	-
Sharp	0.72%	-
Beta	0.89%	-
Alpha	4.62%	-

Scheme Name	Franklin India Pension Plan-Growth	Bandhan Retirement Fund - Regular (G)
Name	Rajasa Kakulavarapu	Viraj Kulkarni
Total AUM	₹28545 Cr	₹0 Cr
Fund Manage	10	8
	Franklin India Pension Plan-Growth	Bandhan Retirement Fund - Regular (G)

Scheme Name	Franklin India Pension Plan-Growth	Bandhan Retirement Fund - Regular (G)
Others	61.27	28.71
Large Cap	27.04	57.36
Mid Cap	4.33	9.66
Small Cap	7.35	4.27

Scheme Name	Franklin India Pension Plan-Growth	Bandhan Retirement Fund - Regular (G)
Others	61.27	23.12
Petroleum Products	1.25	-
IT - Software	3.93	-
Cement & Cement Products	1.1	-
Construction	1.9	3.2
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	0.45
Leisure Services	1.85	-
Realty	0.36	-
Beverages	0.97	-
Auto Components	1.03	-
Textiles & Apparels	0.64	-
Commercial Services & Supplies	0.44	-
Financial	-	14.21
Technology	-	2.92
Automobile	-	4.06
Consumer Discretionary	-	0.82
Energy	-	5.45
Communication	-	2.05
Sovereign	-	25.32
Metals & Mining	-	3.87
Healthcare	-	2
Capital Goods	-	1.63
Chemicals	-	1.54
Consumer Staples	-	2.64
Materials	-	1.32
Services	-	5.4