SP
Sachin Padwal-DesaiFund Manager Since 8 Aug 2006
AllocationRetirement
Franklin India Pension Plan Growth
3Y Annualised
9.52%
0.62% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.07%
0.62% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
7 years 7 months
NIFTY 50
6 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹494.06 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0.03%
3% If redeemed before the age of 58 years; Nil if redeemed after the age of 58 years
Risk Profile
Moderately High risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
7.78%
2nd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl
7.78%
3rd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
7.77%
4th
ICICI Prudential Retirement Fund Pure Equity Plan Direct Payout of Income Dist cum Cap Wdrl
7.75%
5th
ICICI Prudential Retirement Fund Pure Equity Plan Direct Growth
7.74%
90th
Franklin India Pension Plan Growth
3.07%
Fund Managers
AR
Anand RadhakrishnanFund Manager Since 6 Sept 2021
US
Umesh SharmaFund Manager Since 2 Jul 2010
RK
Rajasa KakulavarapuFund Manager Since 6 Sept 2021
About Franklin India Pension Plan Growth
Franklin India Pension Plan Growth is a Allocation mutual fund scheme from Franklin Templeton Asst Mgmt(IND)Pvt Ltd. This fund has been in existence for 28 years, having been launched on 1997-03-31. Franklin India Pension Plan Growth has ₹494.06 Cr worth of assets under management (AUM) as of Fri Apr 04 2025. The latest Net Asset Value (NAV) of Franklin India Pension Plan Growth as of Thu Apr 03 2025 is ₹209.6044. The fund has an expense ratio of 2.28%, which is medium comparable to most other Allocation funds.
Franklin India Pension Plan Growth returns for the last 1 year are 7.34%. Since launch, it has delivered 11.48% average annual returns.
The Franklin India Pension Plan Growth has the majority of its money invested in null, Financial Services sectors.
Top 5 Holdings of Franklin India Pension Plan Growth.
- Small Industries Development Bank Of India: 10.91%
- Bajaj Housing Finance Limited: 5.43%
- Mahindra & Mahindra Financial Services Ltd: 5.40%
- Ongc Petro Additions Limited: 5.39%
- Rural Electrification Corporation Limited: 5.32%
AMC Information
| Name | Franklin Templeton Asst Mgmt(IND)Pvt Ltd |
|---|---|
| Founding Date | 1997-03-31 |
| services@franklintempleton.com | |
| Phone | +91 22 - 67519100 |
| Website | https://www.franklintempletonindia.com |
| Address | One International Centre, Tower 2, 12th and 13th Floor,Senapati Bapat Marg, Elphinstone Road (West), Mumbai |
Tax Implications of Franklin India Pension Plan Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Franklin India Equity Advantage Fund Direct Growth
EquityLarge & Mid-Cap
3Y CAGR
13.58%
expense ratio
1.37%
fund size
₹3121.12 Cr
Franklin India Liquid Growth
Money MarketLiquid
3Y CAGR
6.04%
expense ratio
0.86%
fund size
₹2377.10 Cr
Franklin India Money Market Fund Growth
Fixed IncomeMoney Market
3Y CAGR
6.88%
expense ratio
0.30%
fund size
₹2599.25 Cr
Franklin India Liquid Institutional Growth
Money MarketLiquid
3Y CAGR
6.33%
expense ratio
0.61%
fund size
₹2377.10 Cr
Franklin India Pension Plan Growth
AllocationRetirement
3Y CAGR
9.52%
expense ratio
2.28%
fund size
₹494.06 Cr
FAQs
What is the current NAV of Franklin India Pension Plan Growth?
What are the average returns of Franklin India Pension Plan Growth?
How do I invest in Franklin India Pension Plan Growth?
What is the expense ratio of Franklin India Pension Plan Growth?
What are net assets under management (AUM) of Franklin India Pension Plan Growth?
What is the PE and PB ratio of Franklin India Pension Plan Growth?
What are the top 5 holdings of Franklin India Pension Plan Growth?
What are the top 3 sectors that Franklin India Pension Plan Growth has invested in?
Who is the manager of Franklin India Pension Plan Growth?
What is the exit load of Franklin India Pension Plan Growth?
How to Redeem Franklin India Pension Plan Growth?
Can I invest in SIP and a Lump Sum of Franklin India Pension Plan Growth?
