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Home>Mutual Funds>Franklin Templeton Mutual Fund>Franklin India Pension Direct Plan IDCW

Franklin India Pension Direct Plan IDCW

Solution Oriented
Retirement
Moderately High Risk
Payout
5Y Lock In
6.63%
3Y annualised
+0.36% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Jun 2022₹17.55
Min. SIP amountNA
RatingNA
Fund size₹434.95Cr

Returns and rankings

Category: Solution Oriented Retirement
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-0.8%6.6%6.2%9.6%
Category average28.7%10.3%9.1%NA
Rank with in category555NA
Understand terms

Holdings (60)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec11.9%
GOI
SovereignGOI Sec11.2%
Reserve Bank of India
FinancialT-Bills5.6%
ICICI Securities Ltd.FinancialCP5.6%
Housing Development Finance Corpn. Ltd.FinancialDebenture4.6%
Kotak Mahindra Prime Ltd.FinancialCP4.5%
Reliance Jio Infocomm Ltd.CommunicationDebenture3.6%
Tata Capital Financial Services Ltd.
FinancialCP3.3%
HDFC Bank Ltd.FinancialEquity3.1%
ICICI Bank Ltd.FinancialEquity3.0%
See All

Expense ratio, exit load and tax

Expense ratio: 1.51%

Inclusive of GST

Exit load

Exit load of 3% if redeemed before the age of 58 yrs.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Anand Radhakrishnan
Sep 2021 - Present
View details

Education
Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad.
Experience
Prior to joining Franklin Templeton Investments, he has worked with Sundaram Asset Management Ltd., SBI Funds Management and Asian Convertible and Income Fund.
Also manages these schemes

Sachin Padwal-Desai
Jan 2013 - Present
View details

Education
Mr. Desai is a B.E and PGDM from IIM Bangalore.
Experience
Prior to joining Franklin Templeton Mutual Fund, he has worked with Sundaram Mutual Fund, ICICI Bank, Infosys Technologies and Thermax.
Also manages these schemes

Umesh Sharma
Jan 2013 - Present
View details

Education
Mr. Sharma is a B.Com (H), CS and CA.
Experience
Prior to joining Franklin Templeton Mutual Fund he has worked with ICICI Bank Ltd., UTI Mutual Fund, Invesco Mutual Fund and JM Financials.
Also manages these schemes

Rajasa Kakulavarapu
Sep 2021 - Present
View details

Education
Ms. Kakulavarapu has done B.Tech and MBA.
Experience
Prior to joining Franklin Templeton Mutual Fund, she has worked with Jefferies India Pvt. Ltd. and Credit Suisse Securities (India) Pvt. Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Indiabulls Finance Center, Tower 2,12th and 13th Floor, Senapati Bapat Marg,Elphinstone Road (West) Mumbai 400013
Phone
1800-425-4255 / 60004255
Launch Date
19 Feb 1996
Website
NA
Amc Image
Franklin Templeton Mutual Fund
Asset Management Company
Custodian
Hongkong & Shanghai Banking Corporation
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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FAQs

How to Invest in Franklin India Pension Direct Plan IDCW?

You can easily invest in Franklin India Pension Direct Plan IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Franklin India Pension Direct Plan IDCW from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Franklin India Pension Direct Plan IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Franklin India Pension Direct Plan IDCW provide?

The Franklin India Pension Direct Plan IDCW has been there from 01 Jan 2013 and the average annual returns provided by this fund is -0.85% since its inception.

How much expense ratio is charged by Franklin India Pension Direct Plan IDCW?

The term Expense Ratio used for Franklin India Pension Direct Plan IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Franklin India Pension Direct Plan IDCW is 1.51% as of 27 Jun 2022...

What is the AUM of Franklin India Pension Direct Plan IDCW?

The AUM, short for Assets Under Management of Franklin India Pension Direct Plan IDCW is ₹434.95Cr as of 27 Jun 2022.

How to Redeem Franklin India Pension Direct Plan IDCW?

If you want to sell your Franklin India Pension Direct Plan IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Franklin India Pension Direct Plan IDCW?

You can select either SIP or Lumpsum investment of Franklin India Pension Direct Plan IDCW based on your investment objective and risk tolerance.

What is the NAV of Franklin India Pension Direct Plan IDCW?

The NAV of Franklin India Pension Direct Plan IDCW is ₹17.55 as of 24 Jun 2022.

What is the PE and PB ratio of Franklin India Pension Direct Plan IDCW?

The PE ratio ratio of Franklin India Pension Direct Plan IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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