Franklin India Pension Plan vs SBI Retirement Benefit Fund compare

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tortoise-icon Franklin India Pension Plan-Growth

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tortoise-icon SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

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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 SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Fund Franklin India Pension Plan-Growth SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Very High
Asset Size (Cr) ₹515 Cr ₹2619 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 31 Mar 1997 05 Feb 2021
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark BSE India Bond Index BSE 500
Turn Over 24.24% 6%
Expense Ratio 2.27 1.94
Manager Rajasa Kakulavarapu Rohit Shimpi
ISIN Code INF090I01510 INF200KA1S30
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 SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
1 Month -1.68% -5.52%
6 Month 4.99% 3.61%
1 Year 15.76% 20.26%
3 Year 8.95% 13.74%
5 Year 9.38% -

SIP Return Analysis

Scheme Name Franklin India Pension Plan-Growth SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
6 Month - -
1 Year 12.25% 15.78%
3 Year 12.79% 19.79%
5 Year 11.16% -

Rolling Lumpsum Returns

Scheme Name Franklin India Pension Plan-Growth SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
1 Year 11.28% 19.22%
3 Year 9.8% 20.63%
5 Year 11.3% -

Risk Management

Scheme Name Franklin India Pension Plan-Growth SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Standard Deviation 5.25% 10.86%
Sharp 0.72% 1.24%
Beta 0.89% 0.77%
Alpha 4.62% 4.63%

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Fund Managers

Scheme Name Franklin India Pension Plan-Growth SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Name Rajasa Kakulavarapu Rohit Shimpi
Total AUM ₹28545 Cr ₹15441 Cr
Fund Manage 10 6
Franklin India Pension Plan-Growth SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

Market Cap

Scheme Name

Franklin India Pension Plan-Growth

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

Others 61.73 5.1
Large Cap 30.21 56.86
Mid Cap 3.48 26.72
Small Cap 4.58 11.32

Sector Allocation

Scheme Name

Franklin India Pension Plan-Growth

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

Others 1.06 1.56
Sovereign 22.85 3.32
Energy 7.26 5.42
Technology 3.74 6.13
Materials 0.76 6.35
Construction 2.41 4.5
Financial 38.6 26.13
Healthcare 2.6 4.22
Capital Goods 2.86 9.98
Metals & Mining 0.42 7.18
Services 4.45 6.79
Automobile 2.16 13.1
Consumer Staples 1.75 -
Consumer Discretionary 1.43 1.63
Communication 7.13 -
Insurance 0.52 2.52
Textiles - 1.17

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