⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | Franklin India Retirement Fund - Growth | SBI Children's Fund - Investment Plan - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Franklin Templeton MF | SBI MF |
| Category | Solution Oriented - Retirement Fund - Debt | Solution Oriented - Children's Fund |
| NAV | ₹216.67 (16 Sep 2026) | ₹52.74 (16 Sep 2026) |
| Rating | ★★ | ★★★★★ |
| Benchmark | CRISIL Short Term Debt Hybrid 60+40 Index | CRISIL Hybrid 35+65 - Aggressive Index |
| Fund Manager | Anuj Tagra | R. Srinivasan |
| Inception | 31 Mar 1997 | 29 Sep 2020 |
| Returns | ||
| 1Y | -1.43% | 13.10% |
| 3Y | 6.44% | 20.25% |
| 5Y | 6.18% | 19.53% |
| Since Inception | 11.00% | 32.13% |
| Risk | ||
| 5.49 | 14.81 | |
| 0.97 | 1.32 | |
| 0.46 | 1.16 | |
| -1.26 | 9.52 | |
| 0.88 | 2.39 | |
| -4.89% | -9.74% | |
| Costs | ||
| Expense Ratio | 2.23% | 1.11% |
| Exit Load | 3% on or beofre the 58Y of age, Nil after age of 58Y | 3% on or before 1Y, 2% after 1Y but on or before 2Y, 1% after 2Y but on or before 3Y, Nil after 3Y |
| Min SIP | ₹500 | ₹1,000 |
| Min Lumpsum | ₹500 | ₹5,000 |
| Lock-in | 5 years | 5 years |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Franklin Temp…96%
SBI MF96%
3.6%Only 3.6% of holdings by weight are common between Franklin Templeton MF and SBI MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingFranklin Templeton MFSBI MF
ICICI Bank Ltd.1.86%2.81%
State Bank Of India1.72%4.91%
Category context: other vs other. Open the full Screener →