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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| 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 | 61.73 | 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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