Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Franklin India Pension Plan vs ICICI Prudential Retirement Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Pension Plan-Growth

Invest Now

tortoise-icon ICICI Prudential Retirement Fund - Pure Equity - Growth Option

Invest Now

Chart Comparison

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

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 2.93% 7.36%
6 Month -2.34% -11.24%
1 Year 7.82% 7.24%
3 Year 10.02% 19%
5 Year 11.28% 30.86%

SIP Return Analysis

Scheme Name Franklin India Pension Plan-Growth ICICI Prudential Retirement Fund - Pure Equity - Growth Option
6 Month -0.57% -4.39%
1 Year 1.42% -8.27%
3 Year 10.31% 20.19%
5 Year 9.69% 22.88%

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 - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

ICICI Prudential Asset Allocator Fund (FOF) - Growth ICICI Prudential Asset Allocator Fund (FOF) - Growth

3Y Returns12.95%

VS

HSBC Income Plus Arbitrage Active FOF - Growth HSBC Income Plus Arbitrage Active FOF - Growth

3Y Returns6.41%

Compare Now

LIC MF Short Term Debt Fund Regular - Growth LIC MF Short Term Debt Fund Regular - Growth

3Y Returns5.7%

VS

Axis Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option

3Y Returns6.61%

Compare Now

HDFC Pharma and Healthcare Fund - Regular (G) HDFC Pharma and Healthcare Fund - Regular (G)

3Y Returns0%

VS

DSP Healthcare Fund - Regular Plan - Growth DSP Healthcare Fund - Regular Plan - Growth

3Y Returns20.01%

Compare Now

Kotak Flexicap Fund - Growth Kotak Flexicap Fund - Growth

3Y Returns14.9%

VS

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns22.56%

Compare Now
Add to Cart Successfully