Franklin India Pension Plan-Growth
Fund House: Franklin Templeton Mutual Fund| Category: Retirement Fund |
| Launch Date: 31-03-1997 |
| Asset Class: Mixed Asset |
| Benchmark: BSE India Bond Index |
| TER: 2.28% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500 |
| Minimum Topup: 500 |
| Total Assets: 492 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: - | Exit Load: Exit load of 3% if redeemed before the age of 58 yrs. |
209.3591
-0.17 (-0.079%)
11.47%
Benchmark: 11.41%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 1 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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 reletive stability and deliver superior returns.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 5.75 |
| Sharpe Ratio | 0.44 |
| Alpha | 0.64 |
| Beta | 0.71 |
| Yield to Maturity | 7.58 |
| Average Maturity | 2.38 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Franklin India Pension Plan-Growth | 31-03-1997 | 7.82 | 13.5 | 10.03 | 11.28 | 7.97 |
| Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth | 01-03-2019 | 10.94 | 19.51 | 11.98 | 15.6 | - |
| UTI Retirement Fund - Regular Plan | 26-12-1994 | 9.59 | 15.83 | 11.74 | 16.15 | 9.25 |
| Axis Retirement Fund - Dynamic Plan - Regular Growth | 05-12-2019 | 9.09 | 21.62 | 13.01 | 15.29 | - |
| Axis Retirement Fund - Aggressive Plan - Regular Growth | 01-12-2019 | 8.9 | 21.17 | 11.57 | 15.44 | - |
Scheme Characteristics
Scheme having a lock-in for at least 5 years or till retirement age whichever is earlier.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
5.53%
Others
64.2%
Large Cap
25.94%
Mid Cap
4.27%
