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Nippon India Retirement Fund vs Franklin India Pension Plan compare
Franklin India Pension Plan-Growth
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Fund | Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹506 Cr | ₹3089 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 31 Mar 1997 | 11 Feb 2015 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | BSE 500 |
| Turn Over | 24.24% | 61% |
| Expense Ratio | 2.27 | 1.95 |
| Manager | Rajasa Kakulavarapu | Pranay Sinha |
| ISIN Code | INF090I01510 | INF204KA1B64 |
| 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 | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 1 Month | -0.88% | -2.72% |
| 6 Month | -2.94% | -13.68% |
| 1 Year | 5.63% | 2.29% |
| 3 Year | 9.53% | 15.36% |
| 5 Year | 9.34% | 18.34% |
SIP Return Analysis
| Scheme Name | Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 6 Month | -2.83% | -10.06% |
| 1 Year | -2.13% | -17.01% |
| 3 Year | 8.96% | 12.66% |
| 5 Year | 8.88% | 15.78% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 11.32% | 10.23% |
| 3 Year | 9.8% | 10.45% |
| 5 Year | 11.25% | 8.68% |
Risk Management
| Scheme Name | Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.735% | 14.598% |
| Sharp | 0.445% | 0.564% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Name | Rajasa Kakulavarapu | Pranay Sinha |
| Total AUM | ₹28545 Cr | ₹21046 Cr |
| Fund Manage | 10 | 6 |
| Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Pension Plan-Growth |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Others | 63.36557 | 0.69983 |
| Large Cap | 25.96415 | 71.08142 |
| Mid Cap | 4.69093 | 14.95888 |
| Small Cap | 5.97936 | 13.25987 |
Sector Allocation
| Scheme Name |
Franklin India Pension Plan-Growth |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Others | 63.72499 | 0.69983 |
| Energy | 1.57739 | 5.81153 |
| Technology | 3.68612 | 13.54149 |
| Industrials | 4.11301 | 10.30553 |
| Consumer Defensive | 1.88054 | 4.36346 |
| Financial Services | 11.13963 | 31.76062 |
| Healthcare | 2.38407 | 4.86468 |
| Basic Materials | 1.9099 | 5.23581 |
| Communication Services | 2.31626 | 4.99557 |
| Utilities | 1.44426 | 3.90567 |
| Consumer Cyclical | 5.44285 | 13.18895 |
| Real Estate | 0.38099 | 1.32686 |
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