SBI Retirement Benefit Fund vs Franklin India Pension Plan compare

Franklin India Pension Plan-Growth

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SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

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Overview

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	High	Very High
Asset Size (Cr)	₹516 Cr	₹2715 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹1000
Launch Date	31 Mar 1997	10 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	2.26	1.94
Manager	Rajasa Kakulavarapu	Rohit Shimpi
ISIN Code	INF090I01510	INF200KA1S30
Exits Load	Franklin India Pension Plan - Growth charges 3.0% of sell value;. There are no other charges./365	Data not available./365

Scheme Name	Franklin India Pension Plan-Growth	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
1 Month	1.37%	-0.12%
6 Month	4.19%	-2.17%
1 Year	13.05%	12.94%
3 Year	9.94%	15.59%
5 Year	9.62%	-

Scheme Name	Franklin India Pension Plan-Growth	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
6 Month	-	-
1 Year	10.06%	6.23%
3 Year	12.65%	17.27%
5 Year	11.1%	-

Scheme Name	Franklin India Pension Plan-Growth	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
1 Year	11.28%	19.22%
3 Year	9.8%	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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Scheme 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	61.27	5.1
Large Cap	27.04	56.86
Mid Cap	4.33	26.72
Small Cap	7.35	11.32

Scheme Name	Franklin India Pension Plan-Growth	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Others	61.27	1.56
Petroleum Products	1.25	-
IT - Software	3.93	-
Cement & Cement Products	1.1	-
Construction	1.9	4.5
Finance	0.66	-
Diversified FMCG	0.56	-
Banks	9.37	-
Pharmaceuticals & Biotechnology	1.61	-
Ferrous Metals	0.37	-
Healthcare Services	1	-
Telecom - Services	2.22	-
Gas	0.56	-
Industrial Products	0.82	-
Automobiles	1.46	-
Agricultural Food & other Products	0.39	-
Oil	0.44	-
Aerospace & Defense	0.44	-
Consumer Durables	1.15	-
Financial Technology (Fintech)	0.76	-
Capital Markets	0.32	-
Chemicals & Petrochemicals	0.52	-
Power	1.04	-
Retailing	0.89	-
Insurance	0.67	2.52
Leisure Services	1.85	-
Realty	0.36	-
Beverages	0.97	-
Auto Components	1.03	-
Textiles & Apparels	0.64	-
Commercial Services & Supplies	0.44	-
Sovereign	-	3.32
Energy	-	5.42
Technology	-	6.13
Financial	-	26.13
Metals & Mining	-	7.18
Services	-	6.79
Automobile	-	13.1
Capital Goods	-	9.98
Materials	-	6.35
Healthcare	-	4.22
Textiles	-	1.17
Consumer Discretionary	-	1.63