Franklin India Pension Plan vs Nippon India Retirement Fund compare
Franklin India Pension Plan-Growth
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Chart Comparison
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 | High Risk | Very High Risk |
Asset Size (Cr) | ₹506 Cr | ₹3089 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 31 Mar 1997 | 11 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 | 1.95 |
Manager | Rajasa Kakulavarapu | Pranay Sinha |
ISIN Code | INF090I01510 | INF204KA1B64 |
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 | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
1 Month | -0.94% | -4.51% |
6 Month | -1.87% | -12.6% |
1 Year | 6.79% | 4.56% |
3 Year | 9.14% | 15% |
5 Year | 8.53% | 14.22% |
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 | 1.39% | -10.63% |
3 Year | 9.9% | 14.77% |
5 Year | 9.52% | 17.4% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
1 Year | 11.32% | 10.23% |
3 Year | 9.8% | 10.45% |
5 Year | 11.25% | 8.68% |
Risk Management
Scheme Name | Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 5.647% | 14.191% |
Sharp | 0.498% | 0.64% |
Beta | - | - |
Alpha | - | - |
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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 | 61.27 | 0.74 |
Large Cap | 27.04 | 65.56 |
Mid Cap | 4.33 | 15.75 |
Small Cap | 7.35 | 17.95 |
Sector Allocation
Scheme Name |
Franklin India Pension Plan-Growth |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Others | 61.27 | 0.74 |
Petroleum Products | 1.25 | 4.05 |
IT - Software | 3.93 | 10.02 |
Cement & Cement Products | 1.1 | 1.9 |
Construction | 1.9 | 4.43 |
Finance | 0.66 | 3.41 |
Diversified FMCG | 0.56 | 1.92 |
Banks | 9.37 | 21.95 |
Pharmaceuticals & Biotechnology | 1.61 | 4.75 |
Ferrous Metals | 0.37 | - |
Healthcare Services | 1 | - |
Telecom - Services | 2.22 | 2.64 |
Gas | 0.56 | 0.81 |
Industrial Products | 0.82 | 2.49 |
Automobiles | 1.46 | 1.83 |
Agricultural Food & other Products | 0.39 | - |
Oil | 0.44 | - |
Aerospace & Defense | 0.44 | 1.63 |
Consumer Durables | 1.15 | 5.28 |
Financial Technology (Fintech) | 0.76 | - |
Capital Markets | 0.32 | 1.81 |
Chemicals & Petrochemicals | 0.52 | - |
Power | 1.04 | 4.41 |
Retailing | 0.89 | 1.69 |
Insurance | 0.67 | 2.82 |
Leisure Services | 1.85 | 1.19 |
Realty | 0.36 | 1.25 |
Beverages | 0.97 | 1.46 |
Auto Components | 1.03 | 4.28 |
Textiles & Apparels | 0.64 | 0.91 |
Commercial Services & Supplies | 0.44 | - |
IT - Services | - | 1.92 |
Personal Products | - | 0.28 |
Non - Ferrous Metals | - | 1.75 |
Industrial Manufacturing | - | 4.54 |
Entertainment | - | 0.96 |
Diversified Metals | - | 0.49 |
Consumable Fuels | - | 0.76 |
Other Utilities | - | 0.64 |
Transport Services | - | 0.99 |
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