Franklin India Retirement Fund Growth
3Y Annualised
10.48%
-0.29% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.78%
-0.29% 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)
6 years 11 months
5 years 5 months
9 years 7 months
Fund info
Fund size
₹513.48 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
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Retirement Fund Pure Equity Plan Direct Payout of Income Dist cum Cap Wdrl
2nd
ICICI Prudential Retirement Fund Pure Equity Plan Direct Growth
3rd
ICICI Prudential Retirement Fund Pure Equity Plan Regular Payout of Income Dist cum Cap Wdrl
4th
ICICI Prudential Retirement Fund Pure Equity Plan Regular Growth
5th
Aditya Birla Sun Life Retirement Fund - The 40s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
78th
Franklin India Retirement Fund Growth
Fund Managers
About Franklin India Retirement Fund Growth
Franklin India Retirement Fund 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 Retirement Fund Growth has ₹513.48 Cr worth of assets under management (AUM) as of Sun Nov 02 2025. The latest Net Asset Value (NAV) of Franklin India Retirement Fund Growth as of Fri Oct 31 2025 is ₹221.5146. The fund has an expense ratio of 2.26%, which is medium comparable to most other Allocation funds.
Franklin India Retirement Fund Growth returns for the last 1 year are 5.41%. Since launch, it has delivered 11.45% average annual returns.
The Franklin India Retirement Fund Growth has the majority of its money invested in null, Financial Services sectors.
Top 5 Holdings of Franklin India Retirement Fund Growth.
- National Bank For Agriculture And Rural Development: 8.88%
- Jubilant Bevco Limited: 6.08%
- Small Industries Development Bank Of India: 5.09%
- Bajaj Housing Finance Limited: 5.08%
- LIC Housing Finance Ltd: 5.01%
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 Retirement Fund 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
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expense ratio
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Capital PreservationLiquid
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AllocationRetirement
3Y CAGR
10.48%
expense ratio
2.26%
fund size
₹513.48 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0


