ICICI Prudential Retirement Fund vs Franklin India Pension Plan compare

Franklin India Pension Plan-Growth

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ICICI Prudential Retirement Fund - Pure Equity - Growth Option

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Overview

Scheme Name	Franklin India Pension Plan-Growth	ICICI Prudential Retirement Fund - Pure Equity - Growth Option
Fund	Franklin India Pension Plan-Growth	ICICI Prudential Retirement Fund - Pure Equity - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Very High
Asset Size (Cr)	₹515 Cr	₹871 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹1000
Launch Date	31 Mar 1997	01 Feb 2019
Category	Retirement Funds	Retirement Funds
Fund Type	Open Ended	Open Ended
Benchmark	BSE India Bond Index	NIFTY 500 TRI
Turn Over	24.24%	67%
Expense Ratio	2.27	2.25
Manager	Rajasa Kakulavarapu	Sharmila D'mello
ISIN Code	INF090I01510	INF109KC1TQ6
Exits Load	Exit load of 3% if redeemed before the age of 58 yrs./365	Nil/365

Scheme Name	Franklin India Pension Plan-Growth	ICICI Prudential Retirement Fund - Pure Equity - Growth Option
1 Month	1.06%	1.12%
6 Month	9.5%	18.3%
1 Year	20.34%	50.02%
3 Year	10.49%	27.6%
5 Year	10.72%	25.26%

Scheme Name	Franklin India Pension Plan-Growth	ICICI Prudential Retirement Fund - Pure Equity - Growth Option
6 Month	-	-
1 Year	8.3%	24%
3 Year	19.56%	57.13%
5 Year	31%	107.11%

Scheme Name	Franklin India Pension Plan-Growth	ICICI Prudential Retirement Fund - Pure Equity - Growth Option
1 Year	11.32%	22.89%
3 Year	9.85%	26.33%
5 Year	11.3%	23.37%

Scheme Name	Franklin India Pension Plan-Growth	ICICI Prudential Retirement Fund - Pure Equity - Growth Option
Standard Deviation	5.25%	13.47%
Sharp	0.72%	1.53%
Beta	0.89%	0.79%
Alpha	4.62%	9.75%

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Scheme Name	Franklin India Pension Plan-Growth	ICICI Prudential Retirement Fund - Pure Equity - Growth Option
Name	Rajasa Kakulavarapu	Sharmila D'mello
Total AUM	₹28545 Cr	₹354743 Cr
Fund Manage	10	35
	Franklin India Pension Plan-Growth	ICICI Prudential Retirement Fund - Pure Equity - Growth Option

Scheme Name	Franklin India Pension Plan-Growth	ICICI Prudential Retirement Fund - Pure Equity - Growth Option
Others	61.73	5.95
Large Cap	30.21	52.15
Mid Cap	3.48	23.03
Small Cap	4.58	18.89

Scheme Name	Franklin India Pension Plan-Growth	ICICI Prudential Retirement Fund - Pure Equity - Growth Option
Others	1.06	3.68
Sovereign	22.85	-
Energy	7.26	-
Technology	3.74	-
Materials	0.76	-
Construction	2.41	2.82
Financial	38.6	-
Healthcare	2.6	-
Capital Goods	2.86	-
Metals & Mining	0.42	-
Services	4.45	-
Automobile	2.16	-
Consumer Staples	1.75	-
Consumer Discretionary	1.43	-
Communication	7.13	-
Insurance	0.52	1.3
Cement & Cement Products	-	9.38
Automobiles	-	7.22
Telecom - Services	-	5.79
Electrical Equipment	-	4.18
Ferrous Metals	-	7.1
Non - Ferrous Metals	-	0.36
Pharmaceuticals & Biotechnology	-	3.61
Chemicals & Petrochemicals	-	3.38
Banks	-	2.46
Petroleum Products	-	3.34
Capital Markets	-	6.99
Consumer Durables	-	1.93
Finance	-	5.15
Diversified Metals	-	1.91
Industrial Products	-	4.34
Gas	-	1.19
Entertainment	-	0.11
Agricultural, Commercial & Construction Vehicles	-	2.53
Aerospace & Defense	-	1.89
Realty	-	6.53
Retailing	-	1.4
Healthcare Services	-	0.22
Leisure Services	-	0.2
Auto Components	-	2.1
Fertilizers & Agrochemicals	-	1.76
Transport Services	-	2.96
It - Software	-	3.6
Commercial Services & Supplies	-	0.01
Transport Infrastructure	-	0.09
Textiles & Apparels	-	0.49