Franklin India Pension Plan vs HDFC Retirement Savings Fund compare

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tortoise-icon Franklin India Pension Plan-Growth

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tortoise-icon HDFC Retirement Savings Fund - Equity Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Franklin India Pension Plan-Growth HDFC Retirement Savings Fund - Equity Plan - Growth Option
1 Year 11.32% 18.48%
3 Year 9.85% 18.94%
5 Year 11.3% 16.68%

Risk Management

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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Fund Managers

Scheme 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

Market Cap

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
Mid Cap 3.48 12.13
Small Cap 4.58 22.01

Sector Allocation

Scheme Name

Franklin India Pension Plan-Growth

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Others 1.06 5.09
Sovereign 22.85 -
Energy 7.26 -
Technology 3.74 -
Materials 0.76 -
Construction 2.41 4.04
Financial 38.6 -
Healthcare 2.6 -
Capital Goods 2.86 -
Metals & Mining 0.42 -
Services 4.45 -
Automobile 2.16 -
Consumer Staples 1.75 -
Consumer Discretionary 1.43 -
Communication 7.13 -
Insurance 0.52 3
Automobiles - 7.88
Petroleum Products - 4.13
Finance - 1.69
IT - Software - 6.09
Transport Services - 3.92
Healthcare Services - 0.68
Banks - 26.41
Realty - 0.83
Leisure Services - 1.21
Pharmaceuticals & Biotechnology - 7.97
Ferrous Metals - 1.4
Fertilizers & Agrochemicals - 0.91
Personal Products - 1.16
Paper, Forest & Jute Products - 0.49
Agricultural Food & other Products - 0.77
Industrial Products - 3.48
Consumer Durables - 3.02
IT - Services - 0.83
Diversified FMCG - 1.99
Aerospace & Defense - 1.42
Entertainment - 0.58
Gas - 0.53
Industrial Manufacturing - 0.92
Capital Markets - 1.16
Telecom - Services - 2.86
Electrical Equipment - 1.43
Commercial Services & Supplies - 1.08
Power - 0.95
Beverages - 1.61
Auto Components - 0.47

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