Which funds are similar to Franklin India Retirement Fund Direct-Growth?
Funds similar to Franklin India Retirement Fund Direct-Growth in the Hybrid: Balanced Hybrid category include UTI Retirement Fund Direct, UTI Childrens Hybrid Fund-Direct Plan, and 360 ONE Balanced Hybrid Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Franklin India Retirement Fund Direct-Growth in its category?
On a 3-year return basis Franklin India Retirement Fund Direct-Growth is ranked 2 out of 3 funds in the Hybrid: Balanced Hybrid category as of 6 Sep 2026. On a 5-year return basis it ranks 2 out of 3. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Franklin India Retirement Fund Direct-Growth's expense ratio compare to similar funds?
Franklin India Retirement Fund Direct-Growth has an expense ratio of 1.55%. The peers UTI Retirement Fund Direct has an expense ratio of 1.16% and UTI Childrens Hybrid Fund-Direct Plan has 1.52%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Franklin India Retirement Fund Direct-Growth's AUM compare to similar funds?
Franklin India Retirement Fund Direct-Growth has an AUM of ₹492.59 crore. The peers UTI Retirement Fund Direct has an AUM of ₹4,725.26 crore and UTI Childrens Hybrid Fund-Direct Plan has ₹4,421.9 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Balanced Hybrid?
The top performing fund in the Hybrid: Balanced Hybrid category on a 3-year basis is UTI Retirement Fund Direct with a CAGR of 9.03% as of 6 Sep 2026. Franklin India Retirement Fund Direct-Growth has delivered 7.86% CAGR over the same period, ranking 2 out of 3 funds. You can view and compare the full category ranking on sharpely.
How does Franklin India Retirement Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Franklin India Retirement Fund Direct-Growth has a Sharpe ratio of 0.43 compared to the Hybrid: Balanced Hybrid average of 0.40 as of 6 Sep 2026. It ranks 2 out of 3 funds in its category on Sharpe ratio.
