Bandhan Retirement Fund vs Franklin India Pension Plan compare
Franklin India Pension Plan-Growth
Bandhan Retirement Fund - Regular (G)
Chart Comparison
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 Risk | High Risk |
Asset Size (Cr) | ₹506 Cr | ₹171 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 | 2.27 | 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 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Pension Plan-Growth | Bandhan Retirement Fund - Regular (G) |
---|---|---|
1 Month | -0.94% | -0.78% |
6 Month | -1.87% | -5.22% |
1 Year | 6.79% | 5.55% |
3 Year | 9.14% | - |
5 Year | 8.53% | - |
SIP Return Analysis
Scheme Name | Franklin India Pension Plan-Growth | Bandhan Retirement Fund - Regular (G) |
---|---|---|
6 Month | - | - |
1 Year | 1.39% | -2.5% |
3 Year | 9.9% | - |
5 Year | 9.52% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Pension Plan-Growth | Bandhan Retirement Fund - Regular (G) |
---|---|---|
1 Year | 11.32% | 16.96% |
3 Year | 9.8% | - |
5 Year | 11.25% | - |
Risk Management
Scheme Name | Franklin India Pension Plan-Growth | Bandhan Retirement Fund - Regular (G) |
---|---|---|
Standard Deviation | 5.647% | - |
Sharp | 0.498% | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
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) |
Market Cap
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 |
Sector Allocation
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 |
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