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Franklin India Pension Plan Growth

Solution Oriented
Retirement
High Risk
5Y Lock Inlock
10.86%
3Y annualised
-0.18% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Oct 2021₹162.06
Min. SIP amountNA
Rating2star
Fund size₹461.81 Cr

Returns and rankings

Category: Solution Oriented Retirement
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns19.4%10.9%7.8%12.0%
Category average28.7%10.3%9.1%NA
Rank with in category443NA
Understand termsinfo

Holdings (42)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec11.8%
GOI
SovereignGOI Sec10.8%
GOI
SovereignGOI Sec5.6%
National Highways Authority of India Ltd.
ServicesBonds5.5%
GOI
SovereignGOI Sec5.4%
FinancialDebenture4.5%
FinancialCP4.3%
FinancialEquity3.7%
TechnologyEquity3.6%
Reliance Jio Infocomm Ltd.
CommunicationDebenture3.6%
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

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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