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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 | 3.6% | 6.69% |
| 6 Month | - | -8.12% |
| 1 Year | 8.64% | 8.08% |
| 3 Year | 9.89% | 15.44% |
| 5 Year | 10.91% | 23.47% |
SIP Return Analysis
| Scheme Name | Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 6 Month | -0.17% | -4.86% |
| 1 Year | 0.84% | -13.07% |
| 3 Year | 9.76% | 13.5% |
| 5 Year | 9.26% | 15.75% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Pension Plan-Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 11.28% | 10.23% |
| 3 Year | 9.77% | 10.45% |
| 5 Year | 11.24% | 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 |
| Funds Managed | 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 | 63.37 | 0.7 |
| Large Cap | 25.96 | 71.08 |
| Mid Cap | 4.69 | 14.96 |
| Small Cap | 5.98 | 13.26 |
Sector Allocation
| Scheme Name |
Franklin India Pension Plan-Growth |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Others | 63.72 | 0.7 |
| Energy | 1.58 | 5.81 |
| Technology | 3.69 | 13.54 |
| Industrials | 4.11 | 10.31 |
| Consumer Defensive | 1.88 | 4.36 |
| Financial Services | 11.14 | 31.76 |
| Healthcare | 2.38 | 4.86 |
| Basic Materials | 1.91 | 5.24 |
| Communication Services | 2.32 | 5 |
| Utilities | 1.44 | 3.91 |
| Consumer Cyclical | 5.44 | 13.19 |
| Real Estate | 0.38 | 1.33 |
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