Bandhan Retirement Fund vs Franklin India Pension Plan compare

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tortoise-icon Franklin India Pension Plan-Growth

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tortoise-icon Bandhan Retirement Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Moderately High High
Asset Size (Cr) ₹515 Cr ₹161 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 31 Mar 1997 18 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 2.33
Manager Rajasa Kakulavarapu Viraj Kulkarni
ISIN Code INF090I01510 INF194KB1GN7
Exits Load Exit load of 3% if redeemed before the age of 58 yrs./365 /365

Trailing Lumpsum Returns

Scheme Name Franklin India Pension Plan-Growth Bandhan Retirement Fund - Regular (G)
1 Month -0.9% -2.33%
6 Month 7.18% 6.87%
1 Year 17.6% 20.62%
3 Year 9.01% -
5 Year 9.74% -

SIP Return Analysis

Scheme Name Franklin India Pension Plan-Growth Bandhan Retirement Fund - Regular (G)
6 Month - -
1 Year 12.25% 11.7%
3 Year 12.79% -
5 Year 11.16% -

Rolling Lumpsum Returns

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% -

Risk Management

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% -

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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 61.73 28.71
Large Cap 30.21 57.36
Mid Cap 3.48 9.66
Small Cap 4.58 4.27

Sector Allocation

Scheme Name

Franklin India Pension Plan-Growth

Bandhan Retirement Fund - Regular (G)

Others 1.06 23.12
Sovereign 22.85 25.32
Energy 7.26 5.45
Technology 3.74 2.92
Materials 0.76 1.32
Construction 2.41 3.2
Financial 38.6 14.21
Healthcare 2.6 2
Capital Goods 2.86 1.63
Metals & Mining 0.42 3.87
Services 4.45 5.4
Automobile 2.16 4.06
Consumer Staples 1.75 2.64
Consumer Discretionary 1.43 0.82
Communication 7.13 2.05
Insurance 0.52 0.45
Chemicals - 1.54

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