Franklin India Pension Plan – Direct Growth

Solution Oriented · Retirement
500
Min SIP
500
Min Lumpsum
1.53 %
Expense Ratio
Rating
492
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 21 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 18.8% 9.9% 10.5% 10.6%
Category Average 21.3% 14.8% 16.5% -

Scheme Allocation

By Holding
By Sector
By Asset
2.94%
2.66%
2.1%
Others
88.77%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 2.94%
HDFC Bank Banks Equity 2.66%
Infosys IT - Software Equity 2.1%
Larsen & Toubro Infrastructure Developers & Operators Equity 1.97%
Kirloskar Oil Capital Goods-Non Electrical Equipment Equity 1.56%
Reliance Industr Refineries Equity 1.45%
Axis Bank Banks Equity 1.41%
HCL Technologies IT - Software Equity 1.38%
Tata Motors Automobile Equity 1.38%
Sun Pharma.Inds. Pharmaceuticals Equity 1.37%
St Bk of India Banks Equity 1.31%
Bharti Airtel Telecomm-Service Equity 1.13%
NTPC Power Generation & Distribution Equity 1.03%
Zomato Ltd E-Commerce/App based Aggregator Equity 1%
IndusInd Bank Banks Equity 0.93%
Bharat Electron Aerospace & Defence Equity 0.9%
GAIL (India) Gas Distribution Equity 0.89%
Tata Steel Steel Equity 0.86%
United Spirits Alcoholic Beverages Equity 0.83%
O N G C Crude Oil & Natural Gas Equity 0.79%
Marico Edible Oil Equity 0.74%
Sapphire Foods Quick Service Restaurant Equity 0.71%
Container Corpn. Logistics Equity 0.7%
Tech Mahindra IT - Software Equity 0.61%
Maruti Suzuki Automobile Equity 0.58%
Affle India IT - Software Equity 0.57%
Crompton Gr. Con Consumer Durables Equity 0.57%
ICICI Pru Life Insurance Equity 0.52%
PB Fintech. IT - Software Equity 0.49%
Hind.Aeronautics Aerospace & Defence Equity 0.49%
Jubilant Food. Quick Service Restaurant Equity 0.48%
Alkem Lab Pharmaceuticals Equity 0.48%
SBI Cards Finance Equity 0.46%
JK Lakshmi Cem. Cement Equity 0.46%
Metropolis Healt Healthcare Equity 0.46%
Team Lease Serv. Miscellaneous Equity 0.45%
Nuvoco Vistas Cement Equity 0.43%
Voltas Consumer Durables Equity 0.43%
ERIS Lifescience Pharmaceuticals Equity 0.4%
UltraTech Cem. Cement Equity 0.38%
Westlife Food Quick Service Restaurant Equity 0.32%
Amber Enterp. Consumer Durables Equity 0.27%
Jyothy Labs FMCG Equity 0.25%
Shankara Build. Trading Equity 0.16%
Debt
56.25%
Banks
9.23%
Cash & Others
4.42%
IT-Software
4.03%
Pharmaceuticals & Biotech
2.23%
Others
23.83%
View all Sectors
Sectors Asset
Debt 56.25%
Banks 9.23%
Cash & Others 4.42%
IT-Software 4.03%
Pharmaceuticals & Biotech 2.23%
Construction 2.09%
Automobiles 1.87%
Leisure Services 1.67%
Petroleum Products 1.41%
Aerospace & Defense 1.39%
Consumer Durables 1.36%
Cement & Cement Products 1.34%
Industrial Products 1.29%
Telecom-Services 1.19%
Retailing 1.06%
Power 0.97%
Gas 0.84%
Ferrous Metals 0.83%
Beverages 0.8%
Agricultural Food & other 0.75%
Oil 0.72%
Household Products 0.67%
Transport Services 0.65%
IT-Services 0.61%
Financial Technology (Fin 0.53%
Insurance 0.52%
Finance 0.47%
Healthcare Services 0.44%
Commercial Services & Sup 0.41%
Equity
39.33%
Govt Securities / Sovereign
20.96%
Corporate Debentures
20.12%
Certificate of Deposit
10.07%
Commercial Paper
5.02%
Others
4.5%
View all Assets
Assets Asset
Equity 39.33%
Govt Securities / Sovereign 20.96%
Corporate Debentures 20.12%
Certificate of Deposit 10.07%
Commercial Paper 5.02%
Net Curr Ass/Net Receivables 4.5%

Advance Ratio

-0.03
Alpha
1.54
SD
0.37
Beta
0.59
Sharpe

Exit Load

Exit Load 3%, if redeemed before the age of 58 years (subject to a 3 year lock-in period) NIL, if redeemed after the age of 58 years

Fund Objective

To provide investors regular income under the Dividend Plan and capital appreciation under the Growth Plan.

Fund Managers

Rajasa Kakulavarapu - Fund Manager

Mr Rajasa Kakulavarapu, who was born in India and brought up in Singapore, has been in the fund management field for more than 15 years, working extensively with Franklin Templeton’s Singapore office. He is currently the fund manager of the Franklin Templeton Mutual Fund. His previous jobs included working as the head of research in a leading asset management company with two Indian-based companies. He was a stock analyst with an Indian brokerage company before that. He is a CFA charter holder, a Certified Financial Planner, and holds a Bachelor of Commerce degree.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
Tower 2, 12th and 13h Floor, Senapati Bapat Marg, Elphinstone Road(West), Mumbai-400013
Contact:
022-67519100
Email ID:
service@franklintempleton.com

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Frequently Asked Questions

How to invest in Franklin India Pension Plan – Direct Growth ?

You can invest in Franklin India Pension Plan – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Franklin India Pension Plan – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Franklin India Pension Plan – Direct Growth ?

The NAV of Franklin India Pension Plan – Direct Growth is ₹209.3 as of 21 February 2024.

How to redeem Franklin India Pension Plan – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Franklin India Pension Plan – Direct Growth?

The minimum SIP amount of Franklin India Pension Plan – Direct Growth is ₹500

What are the top sectors Franklin India Pension Plan – Direct Growth has invested in?

The top sectors Franklin India Pension Plan – Direct Growth has invested in are
  1. Debt - 56.25%
  2. Banks - 9.23%
  3. Cash & Others - 4.42%
  4. IT-Software - 4.03%
  5. Pharmaceuticals & Biotech - 2.23%

Can I make investments in both the SIP and Lump Sum schemes of Franklin India Pension Plan – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Franklin India Pension Plan – Direct Growth based on your investment objective and risk tolerance.

How much returns have Franklin India Pension Plan – Direct Growth generated ?

The Franklin India Pension Plan – Direct Growth has delivered 10.6% since inception

What is the expense ratio of Franklin India Pension Plan – Direct Growth ?

The expense ratio of Franklin India Pension Plan – Direct Growth is 1.53 % as of 21 February 2024.

What is the AUM of Franklin India Pension Plan – Direct Growth?

The AUM of Franklin India Pension Plan – Direct Growth is ₹66,920 Cr as of 21 February 2024

What are the top stock holdings of Franklin India Pension Plan – Direct Growth?

The top stock holdings of Franklin India Pension Plan – Direct Growth are
  1. ICICI Bank - 2.94%
  2. HDFC Bank - 2.66%
  3. Infosys - 2.1%
  4. Larsen & Toubro - 1.97%
  5. Kirloskar Oil - 1.56%

How can I redeem my investments in Franklin India Pension Plan – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Franklin India Pension Plan – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now