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Franklin India Pension Plan IDCW

Solution Oriented
Retirement
High Risk
5Y Lock Inlock
22.69%
1Y return
-0.15% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Sep 2021₹18.45
Min. SIP amountNA
Rating2star
Fund size₹460.80 Cr

Returns and rankings

Category: Solution Oriented Retirement
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns22.7%9.9%7.7%12.0%
Category average28.7%10.3%9.1%NA
Rank with in category756NA
Understand termsinfo

Holdings (41)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec15.0%
GOI
SovereignGOI Sec11.8%
GOI
SovereignGOI Sec10.9%
GOI
SovereignGOI Sec6.0%
FinancialDebenture4.5%
FinancialCP4.3%
TechnologyEquity4.1%
FinancialEquity3.7%
Reliance Jio Infocomm Ltd.
CommunicationDebenture3.6%
FinancialEquity3.5%
See All

Pros and cons

info
Category: Solution Oriented Retirement
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Pros

Age is more than 10 years
10Y Returns are higher than the category average returns
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Cons

Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Higher expense ratio - 2.26%
1Y Returns are lower than the category average returns
3Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.26%

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 termsinfo
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
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Sachin Padwal-Desai
Aug 2006 - Present
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Umesh Sharma
Jul 2010 - Present
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Lakshmikanth Reddy
May 2016 - Present
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Krishna Prasad Natarajan
Jan 2019 - Present
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Rajasa Kakulavarapu
Sep 2021 - Present
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Fund house & investment objective

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Fund house contact details

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