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 | High |
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 | 2.93% | 3.88% |
6 Month | -2.34% | -5.72% |
1 Year | 7.82% | 5.83% |
3 Year | 10.02% | - |
5 Year | 11.28% | - |
SIP Return Analysis
Scheme Name | Franklin India Pension Plan-Growth | Bandhan Retirement Fund - Regular (G) |
---|---|---|
6 Month | -0.57% | -1.17% |
1 Year | 1.42% | -2.31% |
3 Year | 10.31% | - |
5 Year | 9.69% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Pension Plan-Growth | Bandhan Retirement Fund - Regular (G) |
---|---|---|
1 Year | 11.28% | 16.96% |
3 Year | 9.77% | - |
5 Year | 11.24% | - |
Risk Management
Scheme Name | Franklin India Pension Plan-Growth | Bandhan Retirement Fund - Regular (G) |
---|---|---|
Standard Deviation | 5.735% | - |
Sharp | 0.445% | - |
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 |
Funds Managed | 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 | 63.37 | 29.88 |
Large Cap | 25.96 | 57.19 |
Mid Cap | 4.69 | 8.97 |
Small Cap | 5.98 | 3.96 |
Sector Allocation
Scheme Name |
Franklin India Pension Plan-Growth |
Bandhan Retirement Fund - Regular (G) |
---|---|---|
Others | 63.72 | 29.81 |
Energy | 1.58 | 6.35 |
Technology | 3.69 | 7.69 |
Industrials | 4.11 | 7.09 |
Consumer Defensive | 1.88 | 3.38 |
Financial Services | 11.14 | 19.06 |
Healthcare | 2.38 | 2.13 |
Basic Materials | 1.91 | 4.78 |
Communication Services | 2.32 | 7.48 |
Utilities | 1.44 | 1.31 |
Consumer Cyclical | 5.44 | 10.09 |
Real Estate | 0.38 | 0.84 |
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