15822
17955
Franklin India Retirement Fund - Direct (G)
10.64
4.51
9.85
-0.10
0.29
2.10
2.26
10.35
5
1.6
9.85
Franklin India Retirement Fund - Direct (G)
1.54
9
1.19
3.5
5 Years

SIP TrendupStart investing with ₹100

Start SIP
  • NAV

    244.17

    05 Dec 2025

  • 0.24%

     1 Day

  • 10.64%

    3Y CAGR returns

One click to compare funds with our smart tool—analyze returns & more! Compare
  • ₹ 500

    Min SIP
  • ₹ 500

    Min Lumpsum
  • 1.45%

    Expense Ratio
  • NA

    Rating
  • 526 Cr

    Fund Size
  • 12 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Fund Comparison

Investment Period : 5 Years


Note : For comparison, we’ve assumed ₹1,00,000 invested. Savings account is shown at 3.5% annual return

Returns and Ranks ( as on 05 Dec 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 4.51%
  • 10.64%
  • 9.85%
  • 10.35
8.89%
6.13%
5.11%
5.04%
69.72%
View All
  • 2.73Alpha
  • 1.47SD
  • 0.42Beta
  • 1.10Sharpe
  • 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
  • Tax implication
  • Returns are taxed as per your Income Tax slab.
To provide investors regular income under the Dividend Plan and capital appreciation under the Growth Plan.

Rajasa Kakulavarapu

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  • Fund Name
  • Address :
  • Tower 2, 12th and 13h Floor, Senapati Bapat Marg, Elphinstone Road(West), Mumbai-400013
    • Contact :
    • +91022-67519100
    • Email ID :
    • service@franklintempleton.com
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FAQs

You can invest in Franklin India Retirement Fund - Direct (G) in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Franklin India Retirement Fund - Direct (G) in the search box.
  3. 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"

Franklin India Retirement Fund - Direct (G) has delivered 10.88% since inception

The NAV of Franklin India Retirement Fund - Direct (G) is ₹224.865 as of 05 Dec 2025

The expense ratio of Franklin India Retirement Fund - Direct (G) is % as of 05 Dec 2025

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

The AUM of Franklin India Retirement Fund - Direct (G) 504.75 CR as of 05 Dec 2025

The minimum SIP amount of Franklin India Retirement Fund - Direct (G) is 500

The top stock holdings of Franklin India Retirement Fund - Direct (G) are

  1. N A B A R D - 8.89%
  2. Jubilant Bevco - 6.13%
  3. S I D B I - 5.11%
  4. Bajaj Housing - 5.11%
  5. NABFID - 5.04%

The top sectors Franklin India Retirement Fund - Direct (G) has invested in are

  1. Debt - 59.96%
  2. Banks - 9.48%
  3. IT-Software - 3.28%
  4. Construction - 1.97%
  5. Aerospace & Defense - 1.96%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Franklin India Retirement Fund - Direct (G) in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Franklin India Retirement Fund - Direct (G) based on your investment objective and risk tolerance

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