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 -0.9% -3.27%
6 Month 7.18% 13.37%
1 Year 17.6% 35.36%
3 Year 9.01% 15.43%
5 Year 9.74% 16.5%

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 12.25% 21.27%
3 Year 12.79% 24.65%
5 Year 11.16% 22.71%

Rolling Lumpsum Returns

Scheme Name Franklin India Pension Plan-Growth Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
1 Year 11.28% 9.22%
3 Year 9.8% 10.2%
5 Year 11.3% 8.53%

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
Mid Cap 3.48 21.51
Small Cap 4.58 18.78

Sector Allocation

Scheme Name

Franklin India Pension Plan-Growth

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

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

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