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 | High | Very High |
| Asset Size (Cr) | ₹516 Cr | ₹2089 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 | 2.26 | 2 |
| Manager | Rajasa Kakulavarapu | Murthy Nagarajan |
| ISIN Code | INF090I01510 | INF277K01FG0 |
| Exits Load | Franklin India Pension Plan - Growth charges 3.0% of sell value;. There are no other charges./365 | Tata Retirement Savings Fund - Regular Plan - Progressive Plan - Growth charges 1.0% of sell value;. There are no other charges./365 |
| Scheme Name | Franklin India Pension Plan-Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -2.73% | -7.63% |
| 6 Month | 0.64% | -3.61% |
| 1 Year | 9.89% | 14.64% |
| 3 Year | 8.61% | 11.45% |
| 5 Year | 9.08% | 14.71% |
| Scheme Name | Franklin India Pension Plan-Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.63% | 6.58% |
| 3 Year | 11.22% | 18.58% |
| 5 Year | 10.23% | 17.03% |
| 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 | 8.55 |
| Large Cap | 27.04 | 33.77 |
| Mid Cap | 4.33 | 21.36 |
| Small Cap | 7.35 | 36.32 |
| Scheme Name |
Franklin India Pension Plan-Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
|---|---|---|
| Others | 61.27 | 8.55 |
| Petroleum Products | 1.25 | 2.78 |
| IT - Software | 3.93 | 8.87 |
| Cement & Cement Products | 1.1 | 2.94 |
| Construction | 1.9 | - |
| Finance | 0.66 | 2.19 |
| Diversified FMCG | 0.56 | 4.04 |
| Banks | 9.37 | 10.66 |
| Pharmaceuticals & Biotechnology | 1.61 | - |
| Ferrous Metals | 0.37 | - |
| Healthcare Services | 1 | - |
| Telecom - Services | 2.22 | - |
| Gas | 0.56 | 2.42 |
| Industrial Products | 0.82 | 3.6 |
| Automobiles | 1.46 | 1.93 |
| Agricultural Food & other Products | 0.39 | 1.82 |
| Oil | 0.44 | 1.73 |
| Aerospace & Defense | 0.44 | - |
| Consumer Durables | 1.15 | 4.25 |
| Financial Technology (Fintech) | 0.76 | 1.78 |
| Capital Markets | 0.32 | 5.49 |
| Chemicals & Petrochemicals | 0.52 | 4.37 |
| Power | 1.04 | - |
| Retailing | 0.89 | 3.15 |
| Insurance | 0.67 | 4.73 |
| Leisure Services | 1.85 | - |
| Realty | 0.36 | 1.55 |
| Beverages | 0.97 | 3.82 |
| Auto Components | 1.03 | 3.21 |
| Textiles & Apparels | 0.64 | - |
| Commercial Services & Supplies | 0.44 | - |
| Industrial Manufacturing | - | 3.7 |
| Diversified | - | 1.23 |
| Food Products | - | 2.43 |
| Household Products | - | 2.21 |
| Fertilizers & Agrochemicals | - | 1.87 |
| Electrical Equipment | - | 1.05 |
| Media | - | 0.63 |
| Transport Infrastructure | - | 1.84 |
| Entertainment | - | 1.16 |
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