Franklin India Pension Plan – Direct Growth
500
Min SIP
500
Min Lumpsum
1.49 %
Expense Ratio
Rating
466
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 12.6% | 11.2% | 8.9% | 10.1% | ||||
| Category Average | 18.2% | 21.6% | 13.9% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
3.57
Alpha
1.62
SD
0.35
Beta
1.79
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
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Solution Oriented .
- Retirement .
-
- 164
-
10.5%Fund Size - 164
-
8.4%Fund Size - 164
-
8.9%Fund Size - 164
-
- Solution Oriented .
- Retirement .
-
- 170
-
11.2%Fund Size - 170
-
8.1%Fund Size - 170
-
9%Fund Size - 170
-
- Solution Oriented .
- Retirement .
-
- 3,655
-
29.6%Fund Size - 3,655
-
32.2%Fund Size - 3,655
-
20.1%Fund Size - 3,655
-
- Solution Oriented .
- Retirement .
-
- 349
-
25.1%Fund Size - 349
-
32.2%Fund Size - 349
-
-Fund Size - 349
-
- Solution Oriented .
- Retirement .
-
- 2,604
-
24.9%Fund Size - 2,604
-
25.7%Fund Size - 2,604
-
11.7%Fund Size - 2,604
AMC Contact Details
Franklin Templeton Mutual Fund
AUM:
66,920 Cr
Address:
Tower 2, 12th and 13h Floor,
Senapati Bapat Marg,
Elphinstone Road(West), Mumbai-400013
Contact:
022-67519100
Email ID:
service@franklintempleton.com
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 ₹193 as of 29 September 2023.
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
- Debt - 46.89%
- Cash & Others - 13.41%
- Banks - 10.72%
- IT-Software - 3.86%
- Construction - 2.14%
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 10.1% 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 1.49 % as of 29 September 2023.
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 29 September 2023
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
- HDFC Bank - 3.34%
- ICICI Bank - 3.17%
- Larsen & Toubro - 2.14%
- Infosys - 2.07%
- Axis Bank - 1.51%
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.
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.