Franklin India Pension Plan vs Aditya Birla Sun Life Retirement Fund compare
Franklin India Pension Plan-Growth
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Chart Comparison
Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Fund | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Very High |
Asset Size (Cr) | ₹515 Cr | ₹388 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 31 Mar 1997 | 10 Mar 2019 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE India Bond Index | NIFTY 500 TRI |
Turn Over | 24.24% | 6% |
Expense Ratio | 2.27 | 2.39 |
Manager | Rajasa Kakulavarapu | Dhaval Joshi |
ISIN Code | INF090I01510 | INF209KB1H99 |
Exits Load | Exit load of 3% if redeemed before the age of 58 yrs./365 | Nil/365 |
Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
1 Month | 1.06% | 2.13% |
6 Month | 9.5% | 19.73% |
1 Year | 20.34% | 33.16% |
3 Year | 10.49% | 14.81% |
5 Year | 10.72% | 16.15% |
Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 8.3% | 14.53% |
3 Year | 19.56% | 30.51% |
5 Year | 31% | 48.36% |
Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
1 Year | 9.77% | 15.19% |
3 Year | 24.34% | 36.66% |
5 Year | 33.33% | 53.49% |
Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Standard Deviation | 5.25% | 11.61% |
Sharp | 0.72% | 0.68% |
Beta | 0.89% | 0.85% |
Alpha | 4.62% | -3.34% |
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Get Free Experts GuidanceScheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Name | Rajasa Kakulavarapu | Dhaval Joshi |
Total AUM | ₹28545 Cr | ₹361932 Cr |
Fund Manage | 10 | 55 |
Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Scheme Name |
Franklin India Pension Plan-Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Others | 61.73 | 7.37 |
Large Cap | 30.21 | 59.87 |
Small Cap | 4.58 | 19.39 |
Mid Cap | 3.48 | 13.36 |
Scheme Name |
Franklin India Pension Plan-Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Sovereign | 22.85 | 0.34 |
Financial | 38.6 | 28.38 |
Communication | 7.13 | 2.8 |
Energy | 7.26 | 9.78 |
Construction | 2.41 | 7.28 |
Technology | 3.74 | 5.3 |
Capital Goods | 2.86 | 7.25 |
Services | 4.45 | 5.96 |
Automobile | 2.16 | 4.68 |
Others | 1.06 | 4.23 |
Healthcare | 2.6 | 7.59 |
Consumer Staples | 1.75 | 4.44 |
Consumer Discretionary | 1.43 | 2.82 |
Insurance | 0.52 | 1.39 |
Metals & Mining | 0.42 | 2.89 |
Materials | 0.76 | 4.86 |
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