Franklin India Pension Plan vs HDFC Retirement Savings Fund compare

Franklin India Pension Plan-Growth

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HDFC Retirement Savings Fund - Equity Plan - Growth Option

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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	High	Very High
Asset Size (Cr)	₹516 Cr	₹5970 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹100
Launch Date	31 Mar 1997	26 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	2.26	1.78
Manager	Rajasa Kakulavarapu	Dhruv Muchhal
ISIN Code	INF090I01510	INF179KB1MG8
Exits Load	Franklin India Pension Plan - Growth charges 3.0% of sell value;. There are no other charges./365	Data not available./365

Scheme Name	Franklin India Pension Plan-Growth	HDFC Retirement Savings Fund - Equity Plan - Growth Option
1 Month	-1.53%	-3.65%
6 Month	0.64%	-4.23%
1 Year	9.8%	11.34%
3 Year	9.06%	17.34%
5 Year	9.02%	21.81%

Scheme Name	Franklin India Pension Plan-Growth	HDFC Retirement Savings Fund - Equity Plan - Growth Option
6 Month	-	-
1 Year	6.23%	2.48%
3 Year	11.42%	19.74%
5 Year	10.38%	23.08%

Scheme Name	Franklin India Pension Plan-Growth	HDFC Retirement Savings Fund - Equity Plan - Growth Option
1 Year	11.28%	18.89%
3 Year	9.8%	18.78%
5 Year	11.3%	16.7%

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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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

Scheme Name	Franklin India Pension Plan-Growth	HDFC Retirement Savings Fund - Equity Plan - Growth Option
Others	61.27	7.31
Large Cap	27.04	60.19
Mid Cap	4.33	11.01
Small Cap	7.35	21.49

Scheme Name	Franklin India Pension Plan-Growth	HDFC Retirement Savings Fund - Equity Plan - Growth Option
Others	61.27	7.31
Petroleum Products	1.25	4.24
IT - Software	3.93	7.08
Cement & Cement Products	1.1	-
Construction	1.9	3.86
Finance	0.66	1.36
Diversified FMCG	0.56	2.13
Banks	9.37	25.33
Pharmaceuticals & Biotechnology	1.61	6.8
Ferrous Metals	0.37	1.68
Healthcare Services	1	0.51
Telecom - Services	2.22	2.97
Gas	0.56	0.65
Industrial Products	0.82	2.69
Automobiles	1.46	6.92
Agricultural Food & other Products	0.39	0.63
Oil	0.44	-
Aerospace & Defense	0.44	0.62
Consumer Durables	1.15	3.68
Financial Technology (Fintech)	0.76	-
Capital Markets	0.32	1.19
Chemicals & Petrochemicals	0.52	-
Power	1.04	0.86
Retailing	0.89	-
Insurance	0.67	2.98
Leisure Services	1.85	0.93
Realty	0.36	0.86
Beverages	0.97	1.21
Auto Components	1.03	0.45
Textiles & Apparels	0.64	-
Commercial Services & Supplies	0.44	1.62
Transport Services	-	5.05
Fertilizers & Agrochemicals	-	0.81
Personal Products	-	1.01
Paper, Forest & Jute Products	-	0.48
IT - Services	-	0.55
Entertainment	-	0.59
Industrial Manufacturing	-	1.63
Electrical Equipment	-	1.32