Franklin India Pension Plan – Direct Growth
₹ 500
Min SIP
₹ 500
Min Lumpsum
1.46 %
Expense Ratio
Rating
514
Fund Size (in Cr)
12 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
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 19.8% | 11.1% | 11.1% | 10.9% | ||||
| Category Average | 19.6% | 13.9% | 14.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
0.65
Alpha
1.56
SD
0.38
Beta
0.66
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(Cr.)
- 1Y
- 3Y
- 5Y
-
- Solution Oriented .
- Retirement .
-
- 159
-
13.8%Fund Size - 159
-
9.8%Fund Size - 159
-
10.4%Fund Size - 159
-
- Solution Oriented .
- Retirement .
-
- 163
-
13.8%Fund Size - 163
-
9.4%Fund Size - 163
-
8.5%Fund Size - 163
-
- Solution Oriented .
- Retirement .
-
- 171
-
15.5%Fund Size - 171
-
9%Fund Size - 171
-
10%Fund Size - 171
-
- Solution Oriented .
- Retirement .
-
- 871
-
49.4%Fund Size - 871
-
30%Fund Size - 871
-
25.6%Fund Size - 871
-
- Solution Oriented .
- Retirement .
-
- 5,556
-
36%Fund Size - 5,556
-
23.5%Fund Size - 5,556
-
26.4%Fund Size - 5,556
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
More Funds from Franklin Templeton Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Small Cap .
-
- 14,023
-
56.6%Fund Size - 14,023
-
31.2%Fund Size - 14,023
-
31.2%Fund Size - 14,023
-
- Equity .
- Dividend Yield .
-
- 2,325
-
52%Fund Size - 2,325
-
26.1%Fund Size - 2,325
-
27.4%Fund Size - 2,325
-
- Equity .
- Sectoral / Thematic .
-
- 1,610
-
55.2%Fund Size - 1,610
-
19.8%Fund Size - 1,610
-
28%Fund Size - 1,610
-
- Debt .
- Fixed Maturity Plans .
-
- 51
-
11.2%Fund Size - 51
-
14.5%Fund Size - 51
-
14%Fund Size - 51
-
- Debt .
- Fixed Maturity Plans .
-
- 56
-
11.2%Fund Size - 56
-
14.5%Fund Size - 56
-
14%Fund Size - 56
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 29,533
-
37.9%Fund Size - 29,533
-
26.1%Fund Size - 29,533
-
22%Fund Size - 29,533
-
- Equity .
- Large Cap .
-
- 2,120
-
42.2%Fund Size - 2,120
-
21.5%Fund Size - 2,120
-
21.7%Fund Size - 2,120
-
- Equity .
- Large Cap .
-
- 13,930
-
32.1%Fund Size - 13,930
-
17.7%Fund Size - 13,930
-
21.5%Fund Size - 13,930
-
- Equity .
- Large Cap .
-
- 59,364
-
38.6%Fund Size - 59,364
-
22.4%Fund Size - 59,364
-
21.4%Fund Size - 59,364
-
- Equity .
- Large Cap .
-
- 8,847
-
34.6%Fund Size - 8,847
-
18.6%Fund Size - 8,847
-
21.1%Fund Size - 8,847
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 ₹227.5 as of 26 July 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
- Debt - 59.96%
- Banks - 9.48%
- IT-Software - 3.28%
- Construction - 1.97%
- Aerospace & Defense - 1.96%
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 10.9% 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 1.46 % as of 26 July 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 26 July 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
- HDFC Bank - 3.26%
- ICICI Bank - 2.69%
- Larsen & Toubro - 1.91%
- Infosys - 1.84%
- Bharti Airtel - 1.55%
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.