Franklin India Pension Plan vs ICICI Prudential Retirement Fund compare
Franklin India Pension Plan-Growth
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Pension Plan-Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
---|---|---|
Fund | Franklin India Pension Plan-Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | Moderate |
Asset Size (Cr) | ₹506 Cr | ₹1060 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 31 Mar 1997 | 27 Feb 2019 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE India Bond Index | NIFTY 500 TRI |
Turn Over | 24.24% | 67% |
Expense Ratio | 2.27 | 2.16 |
Manager | Rajasa Kakulavarapu | Sharmila D'mello |
ISIN Code | INF090I01510 | INF109KC1TQ6 |
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 | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
---|---|---|
1 Month | 3.6% | 6.33% |
6 Month | - | -7.71% |
1 Year | 8.64% | 6.73% |
3 Year | 9.89% | 18.44% |
5 Year | 10.91% | 28.62% |
SIP Return Analysis
Scheme Name | Franklin India Pension Plan-Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
---|---|---|
6 Month | 1.54% | -0.91% |
1 Year | 4% | -5.19% |
3 Year | 10.92% | 20.3% |
5 Year | 9.98% | 22.56% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Pension Plan-Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
---|---|---|
1 Year | 11.28% | 23.43% |
3 Year | 9.77% | 25.69% |
5 Year | 11.24% | 23.19% |
Risk Management
Scheme Name | Franklin India Pension Plan-Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
---|---|---|
Standard Deviation | 5.735% | 14.435% |
Sharp | 0.445% | 0.73% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Franklin India Pension Plan-Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
---|---|---|
Name | Rajasa Kakulavarapu | Sharmila D'mello |
Total AUM | ₹28545 Cr | ₹354743 Cr |
Funds Managed | 10 | 35 |
Franklin India Pension Plan-Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Market Cap
Scheme Name |
Franklin India Pension Plan-Growth |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
---|---|---|
Others | 63.37 | 3.31 |
Large Cap | 25.96 | 54.72 |
Mid Cap | 4.69 | 20.5 |
Small Cap | 5.98 | 21.46 |
Sector Allocation
Scheme Name |
Franklin India Pension Plan-Growth |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
---|---|---|
Others | 63.72 | 2.47 |
Energy | 1.58 | 0.48 |
Technology | 3.69 | 11.48 |
Industrials | 4.11 | 15.09 |
Consumer Defensive | 1.88 | 3.4 |
Financial Services | 11.14 | 15.14 |
Healthcare | 2.38 | 1.09 |
Basic Materials | 1.91 | 25.99 |
Communication Services | 2.32 | 9.41 |
Utilities | 1.44 | 0.04 |
Consumer Cyclical | 5.44 | 10.42 |
Real Estate | 0.38 | 4.99 |
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