Franklin India Pension Plan vs HDFC Retirement Savings Fund compare
Franklin India Pension Plan-Growth
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Chart Comparison
Scheme Name | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
Fund | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Very High |
Asset Size (Cr) | ₹515 Cr | ₹5555 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 31 Mar 1997 | 07 Feb 2016 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE India Bond Index | NIFTY 500 TRI |
Turn Over | 24.24% | 14.13% |
Expense Ratio | 2.27 | 1.79 |
Manager | Rajasa Kakulavarapu | Dhruv Muchhal |
ISIN Code | INF090I01510 | INF179KB1MG8 |
Exits Load | Exit load of 3% if redeemed before the age of 58 yrs./365 | Nil/365 |
Scheme Name | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
1 Month | 1.06% | 1.87% |
6 Month | 9.5% | 17.97% |
1 Year | 20.34% | 37.27% |
3 Year | 10.49% | 23.33% |
5 Year | 10.72% | 26.08% |
Scheme Name | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 8.3% | 16.32% |
3 Year | 19.56% | 44.91% |
5 Year | 31% | 94.95% |
Scheme Name | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
1 Year | 9.77% | 26.82% |
3 Year | 24.34% | 70.52% |
5 Year | 33.33% | 100.8% |
Scheme Name | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
Standard Deviation | 5.25% | 10.44% |
Sharp | 0.72% | 1.4% |
Beta | 0.89% | 0.76% |
Alpha | 4.62% | 4.6% |
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Get Free Experts GuidanceScheme Name | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
Name | Rajasa Kakulavarapu | Dhruv Muchhal |
Total AUM | ₹28545 Cr | ₹520687 Cr |
Fund Manage | 10 | 40 |
Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Scheme Name |
Franklin India Pension Plan-Growth |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
Others | 61.73 | 7 |
Large Cap | 30.21 | 58.86 |
Small Cap | 4.58 | 22.01 |
Mid Cap | 3.48 | 12.13 |
Scheme Name |
Franklin India Pension Plan-Growth |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
Sovereign | 22.85 | - |
Financial | 38.6 | - |
Communication | 7.13 | - |
Energy | 7.26 | - |
Construction | 2.41 | 4.04 |
Technology | 3.74 | - |
Capital Goods | 2.86 | - |
Services | 4.45 | - |
Automobile | 2.16 | - |
Others | 1.06 | 5.09 |
Healthcare | 2.6 | - |
Consumer Staples | 1.75 | - |
Consumer Discretionary | 1.43 | - |
Insurance | 0.52 | 3 |
Metals & Mining | 0.42 | - |
Materials | 0.76 | - |
Banks | - | 26.41 |
Petroleum Products | - | 4.13 |
IT - Software | - | 6.09 |
Telecom - Services | - | 2.86 |
Automobiles | - | 7.88 |
Diversified FMCG | - | 1.99 |
Pharmaceuticals & Biotechnology | - | 7.97 |
Beverages | - | 1.61 |
Electrical Equipment | - | 1.43 |
Industrial Products | - | 3.48 |
Capital Markets | - | 1.16 |
Personal Products | - | 1.16 |
Transport Services | - | 3.92 |
Power | - | 0.95 |
Industrial Manufacturing | - | 0.92 |
Fertilizers & Agrochemicals | - | 0.91 |
Realty | - | 0.83 |
Aerospace & Defense | - | 1.42 |
IT - Services | - | 0.83 |
Ferrous Metals | - | 1.4 |
Agricultural Food & other Products | - | 0.77 |
Finance | - | 1.69 |
Consumer Durables | - | 3.02 |
Commercial Services & Supplies | - | 1.08 |
Healthcare Services | - | 0.68 |
Leisure Services | - | 1.21 |
Entertainment | - | 0.58 |
Gas | - | 0.53 |
Paper, Forest & Jute Products | - | 0.49 |
Auto Components | - | 0.47 |
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