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
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 | High | Very High |
Asset Size (Cr) | ₹506 Cr | ₹2673 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 | 2.27 | 1.95 |
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 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
1 Month | 2.44% | 5.03% |
6 Month | -2.4% | -13.07% |
1 Year | 6.78% | 1.83% |
3 Year | 9.28% | 12.16% |
5 Year | 11.34% | - |
SIP Return Analysis
Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
6 Month | -0.57% | -4.61% |
1 Year | 1.42% | -10.58% |
3 Year | 10.31% | 11.1% |
5 Year | 9.69% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
1 Year | 11.28% | 18.59% |
3 Year | 9.77% | 20.02% |
5 Year | 11.24% | - |
Risk Management
Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.735% | 12.293% |
Sharp | 0.445% | 0.575% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 63.37 | 0.83 |
Large Cap | 25.96 | 64.72 |
Mid Cap | 4.69 | 19.68 |
Small Cap | 5.98 | 14.77 |
Sector Allocation
Scheme Name |
Franklin India Pension Plan-Growth |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Others | 63.72 | 0.83 |
Energy | 1.58 | 5.83 |
Technology | 3.69 | 13.13 |
Industrials | 4.11 | 18.99 |
Consumer Defensive | 1.88 | 1.14 |
Financial Services | 11.14 | 28.61 |
Healthcare | 2.38 | 4.39 |
Basic Materials | 1.91 | 5.62 |
Communication Services | 2.32 | - |
Utilities | 1.44 | 1.86 |
Consumer Cyclical | 5.44 | 18.32 |
Real Estate | 0.38 | 1.28 |
Top Comparisons
Franklin India Prima Fund-Growth
3Y Returns19.84%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns19.49%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns12.99%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns20.76%
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns4.63%
HSBC Medium Duration Fund - Regular Growth
3Y Returns6.52%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns9.91%
Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G)
3Y Returns0%