SBI Retirement Benefit Fund vs Franklin India Pension Plan compare
Franklin India Pension Plan-Growth
Invest NowSBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Invest NowChart Comparison
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 | Moderately High | Very High |
Asset Size (Cr) | ₹515 Cr | ₹2619 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 31 Mar 1997 | 05 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 | 1.94 |
Manager | Rajasa Kakulavarapu | Rohit Shimpi |
ISIN Code | INF090I01510 | INF200KA1S30 |
Exits Load | Exit load of 3% if redeemed before the age of 58 yrs./365 | Nil/365 |
Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
1 Month | 1.06% | 0.79% |
6 Month | 9.5% | 18.18% |
1 Year | 20.34% | 31.95% |
3 Year | 10.49% | 20.63% |
5 Year | 10.72% | - |
Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 8.3% | 14.58% |
3 Year | 19.56% | 36.73% |
5 Year | 31% | 43.1% |
Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
1 Year | 11.32% | 18.85% |
3 Year | 9.85% | 20.63% |
5 Year | 11.3% | - |
Scheme Name | Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.25% | 10.86% |
Sharp | 0.72% | 1.24% |
Beta | 0.89% | 0.77% |
Alpha | 4.62% | 4.63% |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 10 | 6 |
Franklin India Pension Plan-Growth | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Scheme Name |
Franklin India Pension Plan-Growth |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Others | 61.73 | 5.1 |
Large Cap | 30.21 | 56.86 |
Mid Cap | 3.48 | 26.72 |
Small Cap | 4.58 | 11.32 |
Scheme Name |
Franklin India Pension Plan-Growth |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Others | 1.06 | 1.56 |
Sovereign | 22.85 | 3.32 |
Energy | 7.26 | 5.42 |
Technology | 3.74 | 6.13 |
Materials | 0.76 | 6.35 |
Construction | 2.41 | 4.5 |
Financial | 38.6 | 26.13 |
Healthcare | 2.6 | 4.22 |
Capital Goods | 2.86 | 9.98 |
Metals & Mining | 0.42 | 7.18 |
Services | 4.45 | 6.79 |
Automobile | 2.16 | 13.1 |
Consumer Staples | 1.75 | - |
Consumer Discretionary | 1.43 | 1.63 |
Communication | 7.13 | - |
Insurance | 0.52 | 2.52 |
Textiles | - | 1.17 |
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