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Compare Franklin India Pension Fund vs 360 ONE Balanced Hybrid Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | High | High |
Rating | 0.0 | 0.0 |
Min SIP Amount | ₹500 | ₹1000 |
Expense Ratio | 2.26 | 1.94 |
NAV | ₹212.03 | ₹12.34 |
Fund Started | 03 Mar 1997 | 04 Sep 2023 |
Fund Size | ₹518.46 Cr | ₹860.07 Cr |
Exit Load | Exit load of 3% if redeemed before the age of 58 yrs. | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. |
Risk
High
High
Rating
0.0
0.0
Min SIP Amount
₹500
₹1000
Expense Ratio
2.26
1.94
NAV
₹212.03
₹12.34
Fund Started
03 Mar 1997
04 Sep 2023
Fund Size
₹518.46 Cr
₹860.07 Cr
Exit Load
Exit load of 3% if redeemed before the age of 58 yrs.
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Returns
1 Year | 13.23% | 16.37% |
3 Year | 10.19% | - |
5 Year | 9.60% | - |
1 Year
13.23%
16.37%
3 Year
10.19%
-
5 Year
9.60%
-
Holding Analysis
Equity | 38.47% | 42.27% |
Cash | 1.24% | 2.48% |
Equity
38.47%
42.27%
Cash
1.24%
2.48%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 3.83% |
ICICI Bank Ltd. | 2.90% |
Infosys Ltd. | 1.96% |
Larsen & Toubro Ltd. | 1.95% |
Bharti Airtel Ltd. | 1.51% |
Axis Bank Ltd. | 1.32% |
Reliance Industries Ltd. | 1.21% |
HCL Technologies Ltd. | 1.18% |
Zomato Ltd. | 1.03% |
United Spirits Ltd. | 1.02% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 2.99% |
ICICI Bank Ltd. | 1.86% |
Infosys Ltd. | 1.63% |
Dixon Technologies (India) Ltd. | 1.59% |
Suven Pharmaceuticals Ltd. | 1.38% |
Swiggy Ltd. | 1.37% |
Tata Motors Ltd. | 1.30% |
Divi's Laboratories Ltd. | 1.25% |
Bharti Airtel Ltd. | 1.21% |
Indus Towers Ltd. | 1.12% |
Fund Manager
Name | Anand Radhakrishnan | Mayur Patel |
Start Date | 01 Jan 2019 | 04 Sep 2023 |
Name
Anand Radhakrishnan
Mayur Patel
Start Date
01 Jan 2019
04 Sep 2023
About Fund
Description | The scheme seeks to generate steady returns along with tax savings through a portfolio of upto 40% in equities with the balance invested in fixed income instruments. This is to ensure relative stability and deliver superior returns. | The scheme seeks to generate long term capital appreciation/income by investing in equity and debt instruments. |
Launch Date | 03 Mar 1997 | 04 Sep 2023 |
Description
The scheme seeks to generate steady returns along with tax savings through a portfolio of upto 40% in equities with the balance invested in fixed income instruments. This is to ensure relative stability and deliver superior returns.
The scheme seeks to generate long term capital appreciation/income by investing in equity and debt instruments.
Launch Date
03 Mar 1997
04 Sep 2023
