Franklin India Pension Plan vs SBI Retirement Benefit Fund compare
Franklin India Pension Plan-Growth
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Chart Comparison
| 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 | High | Very High |
| Asset Size (Cr) | ₹516 Cr | ₹2715 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 31 Mar 1997 | 10 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 | 2.26 | 1.94 |
| Manager | Rajasa Kakulavarapu | Rohit Shimpi |
| ISIN Code | INF090I01510 | INF200KA1S30 |
| Exits Load | Franklin India Pension Plan - Growth charges 3.0% of sell value;. There are no other charges./365 | Data not available./365 |
| Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.37% | -0.12% |
| 6 Month | 4.19% | -2.17% |
| 1 Year | 13.05% | 12.94% |
| 3 Year | 9.94% | 15.59% |
| 5 Year | 9.62% | - |
| Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.06% | 6.23% |
| 3 Year | 12.65% | 17.27% |
| 5 Year | 11.1% | - |
| 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% | - |
| 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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| 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 |
| Scheme Name |
Franklin India Pension Plan-Growth |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Others | 61.27 | 5.1 |
| Large Cap | 27.04 | 56.86 |
| Mid Cap | 4.33 | 26.72 |
| Small Cap | 7.35 | 11.32 |
| Scheme Name |
Franklin India Pension Plan-Growth |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Others | 61.27 | 1.56 |
| Petroleum Products | 1.25 | - |
| IT - Software | 3.93 | - |
| Cement & Cement Products | 1.1 | - |
| Construction | 1.9 | 4.5 |
| Finance | 0.66 | - |
| Diversified FMCG | 0.56 | - |
| Banks | 9.37 | - |
| Pharmaceuticals & Biotechnology | 1.61 | - |
| Ferrous Metals | 0.37 | - |
| Healthcare Services | 1 | - |
| Telecom - Services | 2.22 | - |
| Gas | 0.56 | - |
| Industrial Products | 0.82 | - |
| Automobiles | 1.46 | - |
| Agricultural Food & other Products | 0.39 | - |
| Oil | 0.44 | - |
| Aerospace & Defense | 0.44 | - |
| Consumer Durables | 1.15 | - |
| Financial Technology (Fintech) | 0.76 | - |
| Capital Markets | 0.32 | - |
| Chemicals & Petrochemicals | 0.52 | - |
| Power | 1.04 | - |
| Retailing | 0.89 | - |
| Insurance | 0.67 | 2.52 |
| Leisure Services | 1.85 | - |
| Realty | 0.36 | - |
| Beverages | 0.97 | - |
| Auto Components | 1.03 | - |
| Textiles & Apparels | 0.64 | - |
| Commercial Services & Supplies | 0.44 | - |
| Sovereign | - | 3.32 |
| Energy | - | 5.42 |
| Technology | - | 6.13 |
| Financial | - | 26.13 |
| Metals & Mining | - | 7.18 |
| Services | - | 6.79 |
| Automobile | - | 13.1 |
| Capital Goods | - | 9.98 |
| Materials | - | 6.35 |
| Healthcare | - | 4.22 |
| Textiles | - | 1.17 |
| Consumer Discretionary | - | 1.63 |
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