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 High Very High
Asset Size (Cr) ₹516 Cr ₹3288 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 2.26 1.92
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 -1.53% -5.67%
6 Month 0.64% -6.01%
1 Year 9.8% 13.24%
3 Year 9.06% 14.65%
5 Year 9.02% 14.78%

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 6.23% 3.05%
3 Year 11.42% 19.88%
5 Year 10.38% 20.18%

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 61.27 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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