Franklin India Pension Plan Growth

Solution Oriented
Retirement
Moderately High Risk
5Y Lock In
7.95%
3Y annualised
+0.83% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Oct 2022₹161.53
Min. SIP amountNot Supported
RatingNA
Fund size₹441.94Cr

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 returns0.7%8.0%6.5%11.5%
Category average0.8%9.7%6.6%NA
Rank with in category455NA
Understand terms

Holdings (56)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec11.8%
GOI
SovereignGOI Sec11.1%
GOI
SovereignGOI Sec10.8%
Housing Development Finance Corpn. Ltd.FinancialDebenture4.6%
Reliance Jio Infocomm Ltd.CommunicationDebenture3.5%
HDFC Bank Ltd.FinancialEquity3.5%
Tata Capital Financial Services Ltd.
FinancialCP3.3%
ICICI Bank Ltd.FinancialEquity3.2%
GOISovereignGOI Sec2.8%
Infosys Ltd.TechnologyEquity2.6%
See All

Expense ratio, exit load and tax

Expense ratio: 2.28%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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
Aug 2006 - 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
Jul 2010 - 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
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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