Franklin India Pension Plan vs Axis Retirement Savings Fund compare
Franklin India Pension Plan-Growth
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
Overview
Scheme Name | Franklin India Pension Plan-Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Fund | Franklin India Pension Plan-Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹506 Cr | ₹341 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 31 Mar 1997 | 20 Dec 2019 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE India Bond Index | BSE India Bond Index |
Turn Over | 24.24% | 32.33% |
Expense Ratio | 2.27 | 2.42 |
Manager | Rajasa Kakulavarapu | Vinayak Jayanath |
ISIN Code | INF090I01510 | INF846K01T44 |
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 | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
1 Month | 3.6% | 5.82% |
6 Month | - | -6.02% |
1 Year | 8.64% | 9.66% |
3 Year | 9.89% | 12.26% |
5 Year | 10.91% | 15.07% |
SIP Return Analysis
Scheme Name | Franklin India Pension Plan-Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
6 Month | 1.54% | -0.61% |
1 Year | 4% | -1.91% |
3 Year | 10.92% | 14.76% |
5 Year | 9.98% | 13.05% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Pension Plan-Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
1 Year | 11.28% | 17.94% |
3 Year | 9.77% | 12.08% |
5 Year | 11.24% | 13.46% |
Risk Management
Scheme Name | Franklin India Pension Plan-Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Standard Deviation | 5.735% | 12.58% |
Sharp | 0.445% | 0.305% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Franklin India Pension Plan-Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Name | Rajasa Kakulavarapu | Vinayak Jayanath |
Total AUM | ₹28545 Cr | ₹0 Cr |
Funds Managed | 10 | 18 |
Franklin India Pension Plan-Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
Market Cap
Scheme Name |
Franklin India Pension Plan-Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Others | 63.37 | 11.54 |
Large Cap | 25.96 | 55.73 |
Mid Cap | 4.69 | 17.55 |
Small Cap | 5.98 | 15.18 |
Sector Allocation
Scheme Name |
Franklin India Pension Plan-Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Others | 63.72 | 11.54 |
Energy | 1.58 | 6.52 |
Technology | 3.69 | 9.47 |
Industrials | 4.11 | 10.99 |
Consumer Defensive | 1.88 | 3.17 |
Financial Services | 11.14 | 25.15 |
Healthcare | 2.38 | 9.62 |
Basic Materials | 1.91 | 3.96 |
Communication Services | 2.32 | 4.41 |
Utilities | 1.44 | 2.92 |
Consumer Cyclical | 5.44 | 8.9 |
Real Estate | 0.38 | 3.36 |
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