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

Franklin India Pension Plan IDCW

Solution Oriented
Retirement
Moderately High Risk
Payout
5Y Lock In
9.63%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Jan 2022₹17.14
Min. SIP amountNA
RatingNA
Fund size₹454.47Cr

Returns and rankings

Category: Solution Oriented Retirement
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns10.3%9.6%8.2%11.9%
Category average28.7%10.3%9.1%NA
Rank with in category555NA
Understand terms

Holdings (53)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec11.9%
GOI
SovereignGOI Sec11.2%
ServicesBonds5.5%
Reserve Bank of India
FinancialT-Bills5.5%
Export-Import Bank Of India
FinancialCD5.5%
FinancialDebenture4.5%
CommunicationDebenture3.6%
TechnologyEquity3.1%
FinancialEquity2.9%
FinancialEquity2.9%
See All

Expense ratio, exit load and tax

Expense ratio: 2.31%

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

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).

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
Sachin Padwal-Desai
Aug 2006 - Present
View details
Umesh Sharma
Jul 2010 - Present
View details
Rajasa Kakulavarapu
Sep 2021 - Present
View details

Fund house & investment objective

Fund house contact details

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