Franklin India Pension Plan vs HDFC Retirement Savings Fund compare

Franklin India Pension Plan-Growth

HDFC Retirement Savings Fund - Equity Plan - Growth Option

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

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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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	61.73	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