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Franklin India Pension Plan Growth+0.47%

8.69%
1 Year Return
Solution Oriented
Retirement
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Franklin India Pension Plan Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.27%
NAV₹147.41 (19 Jan 2021)
Fund Started31 Mar 1997
Fund Size449 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
8.7%
6.4%
8.7%
9.3%
Category Average
11.2%
6.1%
9.6%
-
Rank Within Category
8
4
7
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 8.7% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
GOISovereignGOI Sec6.9%
Reserve Bank of IndiaFinancialT-Bills6.7%
GOISovereignGOI Sec6.4%
GOISovereignGOI Sec6.2%
GOISovereignGOI Sec5.1%
HDFC Bank Ltd.FinancialEquity5.1%
Housing Development Finance Corpn. Ltd.FinancialDebenture4.7%
Bank Of BarodaFinancialCD4.5%
KKR India Financial Services Pvt Ltd.FinancialDebenture4.4%
Reliance Jio Infocomm Ltd.CommunicationDebenture3.8%
See All

Fund Managers

Sachin Padwal-Desai
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Umesh Sharma
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Lakshmikanth Reddy
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Franklin India Pension Plan Growth Details

Franklin India Pension Plan Growth is a Solution Oriented Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 31 Mar 1997. Sachin Padwal-Desai, Umesh Sharma, Lakshmikanth Reddy is the Current Fund Manager of Franklin India Pension Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹449 Cr and the Latest NAV as of 19 Jan 2021 is ₹147.41.

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

Investment Objective

The scheme seeks to generate steady returns along with tax savings through a portfolio of upto 40% in equities with the balance invested in fixed income instruments. This is to ensure relative stability and deliver superior returns.

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)

Not Supported
Min for First Investment
Not Supported
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
19 Feb 1996
Franklin Templeton Mutual Fund
Asset Management Company
Custodian
Hongkong & Shanghai Banking Corporation
Registrar & Transfer Agent
Templeton
Address
Unit 301, III Floor, Campus 4B, RMZ Millenia Business Park, 143 Dr. MGR Road, Kandanchavadi
Email
NA
Website
NA
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