Franklin India Pension Plan-Growth

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NAV
₹ 213.8458 ₹ 0.02 (0.01 %)
as on 30-04-2025
Asset Size (AUM)
505.78 Cr
Launch Date
Mar 31, 1997
Investment Objective
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 reletive stability and deliver superior returns.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Mar 31, 1997
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11.51

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.38 %
Expense Ratio
2.29%
Volatility
5.25 %
Fund House
Franklin Templeton Mutual Fund
Fund Manager
Pallab Roy, Anuj Tagra, Varun Sharma, Rajasa Kakulavarapu
Key Features
Scheme description
This fund has moderate ups and downs compared to other equity funds but can give good returns in the very long run. Investment in this fund can be made for a horizon of at least 7 years or more for retirement planning purposes only.
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)

Entry Load
Not applicable
Exit Load
Exit load of 3% if redeemed before the age of 58 yrs.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 30-04-2025

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Franklin India Pension Plan-Growth 31-03-1997 8.21 13.42 10.65 10.89 8.29
PGIM India Retirement Fund - Regular Plan - Growth Option 15-04-2024 10.75 0.0 0.0 0.0 0.0
UTI Retirement Fund - Regular Plan 26-12-1994 10.63 14.99 12.7 15.36 9.57
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option 05-02-2015 10.47 10.86 9.43 8.37 7.33
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 10.09 18.51 12.79 13.85 0.0
Axis Retirement Fund - Aggressive Plan - Regular Growth 01-12-2019 9.43 19.8 12.15 14.59 0.0
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth 05-02-2021 9.34 10.09 9.4 0.0 0.0
Axis Retirement Fund - Dynamic Plan - Regular Growth 05-12-2019 9.22 20.0 13.27 14.91 0.0
Axis Retirement Fund - Conservative Plan - Regular Growth 05-12-2019 9.09 13.57 8.62 10.01 0.0
ICICI Prudential Retirement Fund - Pure Debt - Growth Option 05-02-2019 8.62 7.41 6.43 6.15 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings