Tata Retirement Savings Fund vs Franklin India Pension Plan compare
Franklin India Pension Plan-Growth
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
Chart Comparison
| Scheme Name | Franklin India Pension Plan-Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Fund | Franklin India Pension Plan-Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹515 Cr | ₹2003 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 31 Mar 1997 | 01 Nov 2011 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | BSE India Bond Index |
| Turn Over | 24.24% | 64.15% |
| Expense Ratio | 2.27 | 0.56 |
| Manager | Rajasa Kakulavarapu | Murthy Nagarajan |
| ISIN Code | INF090I01510 | INF277K01FG0 |
| Exits Load | Exit load of 3% if redeemed before the age of 58 yrs./365 | Exit load of 1% if redeemed before 61 months./365 |
| Scheme Name | Franklin India Pension Plan-Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 1.06% | 1.35% |
| 6 Month | 6.56% | 12.8% |
| 1 Year | 16.35% | 27.26% |
| 3 Year | 10.04% | 15.13% |
| 5 Year | 9.68% | 16.32% |
| Scheme Name | Franklin India Pension Plan-Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.07% | 16.95% |
| 3 Year | 12.15% | 21.66% |
| 5 Year | 10.82% | 19.07% |
| Scheme Name | Franklin India Pension Plan-Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 11.28% | 14.41% |
| 3 Year | 9.8% | 15.76% |
| 5 Year | 11.3% | 14.66% |
| Scheme Name | Franklin India Pension Plan-Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 5.25% | 11.38% |
| Sharp | 0.72% | 0.88% |
| Beta | 0.89% | 1.64% |
| Alpha | 4.62% | 11.76% |
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| Scheme Name | Franklin India Pension Plan-Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Name | Rajasa Kakulavarapu | Murthy Nagarajan |
| Total AUM | ₹28545 Cr | ₹18015 Cr |
| Fund Manage | 10 | 11 |
| Franklin India Pension Plan-Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
| Scheme Name |
Franklin India Pension Plan-Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 61.27 | 4.89 |
| Large Cap | 27.04 | 42.65 |
| Mid Cap | 4.33 | 25.37 |
| Small Cap | 7.35 | 27.09 |
| Scheme Name |
Franklin India Pension Plan-Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 61.27 | 3.09 |
| Petroleum Products | 1.25 | - |
| IT - Software | 3.93 | - |
| Cement & Cement Products | 1.1 | - |
| Construction | 1.9 | 2.3 |
| 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 | 0.91 |
| Leisure Services | 1.85 | - |
| Realty | 0.36 | - |
| Beverages | 0.97 | - |
| Auto Components | 1.03 | - |
| Textiles & Apparels | 0.64 | - |
| Commercial Services & Supplies | 0.44 | - |
| Energy | - | 11.62 |
| Materials | - | 2.92 |
| Financial | - | 16.34 |
| Technology | - | 6.49 |
| Consumer Staples | - | 13.53 |
| Automobile | - | 5.05 |
| Services | - | 13.47 |
| Capital Goods | - | 9.92 |
| Consumer Discretionary | - | 3.69 |
| Chemicals | - | 4.17 |
| Healthcare | - | 1.36 |
| Diversified | - | 1.43 |
| Metals & Mining | - | 3.71 |
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