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 | 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 |
| Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.06% | 0.79% |
| 6 Month | 9.5% | 18.18% |
| 1 Year | 20.34% | 31.95% |
| 3 Year | 10.49% | 20.63% |
| 5 Year | 10.72% | - |
| Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.3% | 14.58% |
| 3 Year | 19.56% | 36.73% |
| 5 Year | 31% | 43.1% |
| Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.77% | 18.05% |
| 3 Year | 24.34% | 46.45% |
| 5 Year | 33.33% | 48.53% |
| 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 | 61.73 | 5.1 |
| Large Cap | 30.21 | 56.86 |
| Small Cap | 4.58 | 11.32 |
| Mid Cap | 3.48 | 26.72 |
| Scheme Name |
Franklin India Pension Plan-Growth |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Sovereign | 22.85 | 3.32 |
| Financial | 38.6 | 26.13 |
| Communication | 7.13 | - |
| Energy | 7.26 | 5.42 |
| Construction | 2.41 | 4.5 |
| Technology | 3.74 | 6.13 |
| Capital Goods | 2.86 | 9.98 |
| Services | 4.45 | 6.79 |
| Automobile | 2.16 | 13.1 |
| Others | 1.06 | 1.56 |
| Healthcare | 2.6 | 4.22 |
| Consumer Staples | 1.75 | - |
| Consumer Discretionary | 1.43 | 1.63 |
| Insurance | 0.52 | 2.52 |
| Metals & Mining | 0.42 | 7.18 |
| Materials | 0.76 | 6.35 |
| Textiles | - | 1.17 |
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