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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
Overview
| 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 | High | Very High |
| Asset Size (Cr) | ₹506 Cr | ₹373 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 31 Mar 1997 | 11 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 | 2.41 |
| Manager | Rajasa Kakulavarapu | Dhaval Joshi |
| ISIN Code | INF090I01510 | INF209KB1H99 |
| 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 | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Month | -0.88% | -2.87% |
| 6 Month | -2.94% | -13.91% |
| 1 Year | 5.63% | 2.36% |
| 3 Year | 9.53% | 11.2% |
| 5 Year | 9.34% | 11.87% |
SIP Return Analysis
| Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 6 Month | -2.83% | -10.5% |
| 1 Year | -2.13% | -17.2% |
| 3 Year | 8.96% | 8.26% |
| 5 Year | 8.88% | 9.62% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Year | 11.32% | 12.47% |
| 3 Year | 9.8% | 12.02% |
| 5 Year | 11.25% | 13.27% |
Risk Management
| Scheme Name | Franklin India Pension Plan-Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Standard Deviation | 5.735% | 13.102% |
| Sharp | 0.445% | 0.392% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme 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 |
Market Cap
| Scheme Name |
Franklin India Pension Plan-Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 63.36557 | 5.80023 |
| Large Cap | 25.96415 | 51.19164 |
| Mid Cap | 4.69093 | 19.93943 |
| Small Cap | 5.97936 | 23.06869 |
Sector Allocation
| Scheme Name |
Franklin India Pension Plan-Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 63.72499 | 5.80023 |
| Energy | 1.57739 | 4.82793 |
| Technology | 3.68612 | 10.40635 |
| Industrials | 4.11301 | 12.80353 |
| Consumer Defensive | 1.88054 | 4.18216 |
| Financial Services | 11.13963 | 26.98165 |
| Healthcare | 2.38407 | 8.6924 |
| Basic Materials | 1.9099 | 8.14258 |
| Communication Services | 2.31626 | 3.02217 |
| Utilities | 1.44426 | 2.3862 |
| Consumer Cyclical | 5.44285 | 9.18754 |
| Real Estate | 0.38099 | 3.56725 |
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