Franklin India Pension Plan vs Nippon India Retirement Fund compare

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tortoise-icon Franklin India Pension Plan-Growth

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tortoise-icon Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name Franklin India Pension Plan-Growth Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Fund Franklin India Pension Plan-Growth Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Very High
Asset Size (Cr) ₹515 Cr ₹3325 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 31 Mar 1997 05 Feb 2015
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark BSE India Bond Index BSE 500
Turn Over 24.24% 61%
Expense Ratio 2.27 1.93
Manager Rajasa Kakulavarapu Pranay Sinha
ISIN Code INF090I01510 INF204KA1B64
Exits Load Exit load of 3% if redeemed before the age of 58 yrs./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Franklin India Pension Plan-Growth Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
1 Month 1.06% 1.73%
6 Month 9.5% 20.1%
1 Year 20.34% 43.18%
3 Year 10.49% 20.79%
5 Year 10.72% 19.4%

SIP Return Analysis

Scheme Name Franklin India Pension Plan-Growth Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
6 Month - -
1 Year 8.3% 16.9%
3 Year 19.56% 41.38%
5 Year 31% 72.61%

Rolling Lumpsum Returns

Scheme Name Franklin India Pension Plan-Growth Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
1 Year 9.77% 20.99%
3 Year 24.34% 55.71%
5 Year 33.33% 81.86%

Risk Management

Scheme Name Franklin India Pension Plan-Growth Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Standard Deviation 5.25% 12.83%
Sharp 0.72% 1.1%
Beta 0.89% 0.97%
Alpha 4.62% 2.83%

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Fund Managers

Scheme Name Franklin India Pension Plan-Growth Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Name Rajasa Kakulavarapu Pranay Sinha
Total AUM ₹28545 Cr ₹21046 Cr
Fund Manage 10 6
Franklin India Pension Plan-Growth Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Market Cap

Scheme Name

Franklin India Pension Plan-Growth

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Others 61.73 1.62
Large Cap 30.21 58.11
Small Cap 4.58 18.78
Mid Cap 3.48 21.51

Sector Allocation

Scheme Name

Franklin India Pension Plan-Growth

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Sovereign 22.85 -
Financial 38.6 26.09
Communication 7.13 0.95
Energy 7.26 9.88
Construction 2.41 5.7
Technology 3.74 8.77
Capital Goods 2.86 11.58
Services 4.45 7.65
Automobile 2.16 7.2
Others 1.06 1.62
Healthcare 2.6 3.89
Consumer Staples 1.75 3.73
Consumer Discretionary 1.43 2.92
Insurance 0.52 2.67
Metals & Mining 0.42 4.35
Materials 0.76 2.3
Textiles - 0.72

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