Franklin India Pension Plan Dividend+0.26%

2Groww
9.70%
1 Year Return
Solution Oriented
Retirement
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Franklin India Pension Plan Dividend

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.27%
NAV17.58 (18 Oct 2019)
Fund Started31 Mar 1997
Fund Size443 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Franklin India Pension Plan Dividend
9.7%
5.5%
8.6%
12.1%
Category Average
0.9%
5.4%
7.2%
-
Rank within category
3
5
2
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 9.7% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark
    6. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    REC Ltd.FinancialDebenture3.5%
    See All

    Fund Managers

    addSachin Padwal-Desai
    Education
    Mr. Desai is a B.E and PGDM from IIM Bangalore.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with ICICI Bank, Infosys Technologies and Thermax.
    Funds Managed
    addUmesh Sharma
    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.
    Funds Managed
    addLakshmikanth Reddy
    Education
    Mr. Reddy is a B.Tech in Mechanical Engineering from Jawaharlal Nehru Technical University, Hyderabad and also holds a PGDM from IIM-A.
    Experience
    Prior to joining Franklin Templeton Mutual Fund he was associated with ICICI Pru Life Insurance Company Ltd. as Head-Equity (Jun 2004-Feb 2016), HSBC Capital Markets as Equity analyst (Apr 2003-May 2004), ABN Amro Asia Equities as Equity Analyst (Feb 2000-Mar 2003), UTI as Buy Side Analyst (Jun 1997-Feb 2000) and Crompton Greaves as Design Executive (Aug 1993-Jun 1995).
    Funds Managed

    Other Details

    Franklin India Pension Plan Dividend is a Solution Oriented Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was introduced to investors on 31 Mar 1997. Sachin Padwal-Desai, Umesh Sharma, Lakshmikanth Reddy is the Current Fund Manager of Franklin India Pension Plan Dividend.The fund currently has an Asset Under Management(AUM) of ₹443 Cr and the Latest NAV as of 18 Oct 2019 is ₹17.58.

    The Franklin India Pension Plan Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Exit load of 3% if redeemed before the age of 58 yrs..

    Investment Objective

    Aims to provide regular income along with income tax benefits to investors.

    Tax Implications

    Lock-in for 5 years or retirement, whichever is earlier. If average equity holding is >65%, 10% (After 1 year as per LTCG). If average equity holding is <65%, 20% with indexation benefit (post 3 years).

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 3% if redeemed before the age of 58 yrs.
    Exit Load

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    About Franklin Templeton Mutual Fund

    Address
    Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013
    Phone
    022 - 67519100
    Launch Date
    18 Feb 1996
    Franklin Templeton Mutual Fund
    Asset Management Company
    Custodian
    Southern India Depository Services
    Registrar & Transfer Agent
    Templeton
    Address
    4th Floor, Kuber Complex, Rathyatra Kamachha Rd, Rathyatra Crossing, Near Tanishq Jewelers, Rathyatra, Sidhgiribagh, Varanasi,
    Email
    NA
    Website
    NA
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