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 Risk | Moderate Risk |
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 | -0.94% | -2.76% |
6 Month | -1.87% | -8.09% |
1 Year | 6.79% | 6.75% |
3 Year | 9.14% | 17.78% |
5 Year | 8.53% | 21.53% |
SIP Return Analysis
Scheme Name | Franklin India Pension Plan-Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 1.39% | -7% |
3 Year | 9.9% | 19.97% |
5 Year | 9.52% | 23.41% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Pension Plan-Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
---|---|---|
1 Year | 11.32% | 23.43% |
3 Year | 9.8% | 25.69% |
5 Year | 11.25% | 23.19% |
Risk Management
Scheme Name | Franklin India Pension Plan-Growth | ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
---|---|---|
Standard Deviation | 5.647% | 13.495% |
Sharp | 0.498% | 0.904% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Fund Manage | 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 | 61.27 | 2.67 |
Large Cap | 27.04 | 57.32 |
Mid Cap | 4.33 | 18.13 |
Small Cap | 7.35 | 21.9 |
Sector Allocation
Scheme Name |
Franklin India Pension Plan-Growth |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
---|---|---|
Others | 61.27 | 2.67 |
Petroleum Products | 1.25 | 0.98 |
IT - Software | 3.93 | 11.51 |
Cement & Cement Products | 1.1 | 7.41 |
Construction | 1.9 | 2.37 |
Finance | 0.66 | 6.12 |
Diversified FMCG | 0.56 | - |
Banks | 9.37 | 0.83 |
Pharmaceuticals & Biotechnology | 1.61 | 1.22 |
Ferrous Metals | 0.37 | 5.69 |
Healthcare Services | 1 | - |
Telecom - Services | 2.22 | 5.88 |
Gas | 0.56 | - |
Industrial Products | 0.82 | 4 |
Automobiles | 1.46 | 5.53 |
Agricultural Food & other Products | 0.39 | - |
Oil | 0.44 | - |
Aerospace & Defense | 0.44 | - |
Consumer Durables | 1.15 | 2.39 |
Financial Technology (Fintech) | 0.76 | - |
Capital Markets | 0.32 | 6.19 |
Chemicals & Petrochemicals | 0.52 | 3.64 |
Power | 1.04 | 0.05 |
Retailing | 0.89 | 3.77 |
Insurance | 0.67 | 0.41 |
Leisure Services | 1.85 | - |
Realty | 0.36 | 5.43 |
Beverages | 0.97 | 1.32 |
Auto Components | 1.03 | 1.51 |
Textiles & Apparels | 0.64 | 0.4 |
Commercial Services & Supplies | 0.44 | 0.36 |
Fertilizers & Agrochemicals | - | 3.5 |
Electrical Equipment | - | 1.39 |
Non - Ferrous Metals | - | 2.04 |
Diversified Metals | - | 1.67 |
Food Products | - | 2.07 |
Entertainment | - | 0.08 |
Agricultural, Commercial & Construction Vehicles | - | 2 |
Transport Services | - | 5.25 |
Transport Infrastructure | - | 2.34 |
Top Comparisons
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
3Y Returns12.68%
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
3Y Returns15%
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns7.38%
HDFC Capital Builder Value Fund - Growth Plan
3Y Returns15.4%
BANDHAN Sterling Value Fund - Regular Plan - Growth
3Y Returns15.93%
Nippon India Multi Cap Fund-Growth Plan-Growth Option
3Y Returns21.54%
Quant Active Fund-Growth
3Y Returns12.79%