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HDFC Retirement Savings Fund vs Franklin India Pension Plan compare
Franklin India Pension Plan-Growth
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Fund | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹506 Cr | ₹5897 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 31 Mar 1997 | 26 Feb 2016 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | NIFTY 500 TRI |
| Turn Over | 24.24% | 14.13% |
| Expense Ratio | 2.27 | 1.77 |
| Manager | Rajasa Kakulavarapu | Dhruv Muchhal |
| ISIN Code | INF090I01510 | INF179KB1MG8 |
| 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 | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 1 Month | 2.44% | 5.18% |
| 6 Month | -2.4% | -10.91% |
| 1 Year | 6.78% | 5.28% |
| 3 Year | 9.28% | 17.48% |
| 5 Year | 11.34% | 30.41% |
SIP Return Analysis
| Scheme Name | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 6 Month | -0.57% | -3.51% |
| 1 Year | 1.42% | -6.47% |
| 3 Year | 10.31% | 16.51% |
| 5 Year | 9.69% | 20.54% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 1 Year | 11.28% | 19.02% |
| 3 Year | 9.77% | 18.79% |
| 5 Year | 11.24% | 16.85% |
Risk Management
| Scheme Name | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.735% | 11.88% |
| Sharp | 0.445% | 0.874% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Name | Rajasa Kakulavarapu | Dhruv Muchhal |
| Total AUM | ₹28545 Cr | ₹520687 Cr |
| Funds Managed | 10 | 40 |
| Franklin India Pension Plan-Growth | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Pension Plan-Growth |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Others | 63.37 | 12.24 |
| Large Cap | 25.96 | 58.58 |
| Mid Cap | 4.69 | 8.29 |
| Small Cap | 5.98 | 20.89 |
Sector Allocation
| Scheme Name |
Franklin India Pension Plan-Growth |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Others | 63.72 | 12.17 |
| Energy | 1.58 | 4.28 |
| Technology | 3.69 | 8.97 |
| Industrials | 4.11 | 14.32 |
| Consumer Defensive | 1.88 | 4.55 |
| Financial Services | 11.14 | 30.8 |
| Healthcare | 2.38 | 5.36 |
| Basic Materials | 1.91 | 4.29 |
| Communication Services | 2.32 | 3.45 |
| Utilities | 1.44 | 1.7 |
| Consumer Cyclical | 5.44 | 10.1 |
| Real Estate | 0.38 | - |
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