Franklin India Pension Direct Plan Growth

Solution Oriented
Retirement
Moderately High Risk
5Y Lock In
10.33%
3Y annualised
-0.45% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 Apr 2024₹212.17
Min. SIP amount₹500
RatingNA
Fund size₹497.93Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Solution Oriented Retirement
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns18.9%10.3%9.8%10.6%
Category average19.0%11.4%9.7%NA
Rank with in category343NA
Understand terms

Holdings (55)

NameSectorInstrumentAssets
SovereignGOI Sec10.05%
SovereignGOI Sec9.95%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture6.03%
FinancialDebenture5.40%
FinancialBonds5.36%
FinancialFRB5.21%
EnergyDebenture3.24%
FinancialEquity3.03%
FinancialEquity2.70%
ConstructionEquity2.23%
See All

Pros and cons

Category: Solution Oriented Retirement

Pros

Cons

Consistently top ranked fund
3Y annualised returns lower than category average by 0.66%
1Y, 5Y and 10Y annualised returns higher than category average
Lock-in period: 5Y
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Higher expense ratio: 1.51%

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

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

Varun Sharma
Sep 2023 - Present
View details

Education
Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.
Experience
Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Unit No.202/203/204, 2nd Floor Dalamal Tower, Plot No. 211Free Press Journal Marg, Nariman Point Mumbai 400013
Phone
1800-425-4255 / 60004255
Launch Date
19 Feb 1996
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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