Compare Franklin India Retirement Fund vs 360 ONE Balanced Hybrid Fund
Risk
High
High
Rating
-
-
Min SIP Amount
₹500
₹1000
Expense Ratio
2.18
2.16
NAV
₹216.54
₹12.64
Fund Started
03 Mar 1997
04 Sep 2023
Fund Size
₹484.74 Cr
₹714.19 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.
1 Year
1.04%
1.90%
3 Year
9.51%
-
5 Year
7.75%
-
Equity
32.45%
41.76%
Cash
3.27%
2.27%
Top 10 Holdings
HDFC Bank Ltd. | 2.72% |
ICICI Bank Ltd. | 2.04% |
Reliance Industries Ltd. | 1.94% |
Bharti Airtel Ltd. | 1.65% |
State Bank of India | 1.62% |
Axis Bank Ltd. | 1.61% |
Larsen & Toubro Ltd. | 1.48% |
Infosys Ltd. | 1.46% |
HCL Technologies Ltd. | 1.13% |
NTPC Ltd. | 1.07% |
HDFC Bank Ltd. | 2.33% |
ICICI Bank Ltd. | 2.03% |
GE Vernova T&D India Ltd | 1.78% |
Indus Towers Ltd. | 1.66% |
Larsen & Toubro Ltd. | 1.56% |
Cholamandalam Investment and Finance Company Ltd. | 1.53% |
Bharti Airtel Ltd. | 1.40% |
Motherson Sumi Wiring India Ltd. | 1.28% |
Tata Motors Ltd. | 1.27% |
Premier Energies Ltd. | 1.24% |
Name
-
-
Start Date
-
-
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
