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% | 1.36% |
6 Month | 9.5% | 22.91% |
1 Year | 20.34% | 37.89% |
3 Year | 10.49% | 16.37% |
5 Year | 10.72% | 18.93% |
Scheme Name | Franklin India Pension Plan-Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 8.3% | 16.02% |
3 Year | 19.56% | 34.86% |
5 Year | 31% | 58.92% |
Scheme Name | Franklin India Pension Plan-Growth | Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
1 Year | 9.77% | 18.23% |
3 Year | 24.34% | 44.58% |
5 Year | 33.33% | 65.77% |
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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Get Free Experts GuidanceScheme 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 | 61.73 | 4.89 |
Large Cap | 30.21 | 42.65 |
Small Cap | 4.58 | 27.09 |
Mid Cap | 3.48 | 25.37 |
Scheme Name |
Franklin India Pension Plan-Growth |
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option |
---|---|---|
Sovereign | 22.85 | - |
Financial | 38.6 | 16.34 |
Communication | 7.13 | - |
Energy | 7.26 | 11.62 |
Construction | 2.41 | 2.3 |
Technology | 3.74 | 6.49 |
Capital Goods | 2.86 | 9.92 |
Services | 4.45 | 13.47 |
Automobile | 2.16 | 5.05 |
Others | 1.06 | 3.09 |
Healthcare | 2.6 | 1.36 |
Consumer Staples | 1.75 | 13.53 |
Consumer Discretionary | 1.43 | 3.69 |
Insurance | 0.52 | 0.91 |
Metals & Mining | 0.42 | 3.71 |
Materials | 0.76 | 2.92 |
Chemicals | - | 4.17 |
Diversified | - | 1.43 |
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