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: 2.26% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: - |
| Turn over: - | Exit Load: Exit load of 3% if redeemed before the age of 58 yrs. |
208.7962
0.53 (0.2533%)
11.61%
Benchmark: 11.66%
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
9 Years 0 Months
10 Years 6 Months
18 Years 3 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 | 5.59 |
| Sharpe Ratio | 0.47 |
| Alpha | 3.88 |
| Beta | 0.91 |
| Yield to Maturity | 7.53 |
| Average Maturity | 2.38 |
PEER COMPARISON
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
6.6%
Others
61.41%
Large Cap
27.49%
Mid Cap
4.51%
