Franklin India Pension Plan - (G)

Franklin India Pension Plan - (G)

AMC Name: Franklin Templeton Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 500 TRI
Fund Manager Lakshmikanth Reddy
Fund Horizon OPEN
Inception Date 31-Mar-1997
Scheme AUM(CR) ` 435.87
Minimum SIP/LUMPSUM ` 500/ `
Increment SIP/LUMPSUM ` 0/ `
SIP Dates 1,7,10,20,25
Entry Load 3%, if redeemed beforethe age of 58 years(subject to a 3 yearlock-in period)NIL, if redeemed afterthe age of 58 years
Exit Load 3%, if redeemed beforethe age of 58 years(subject to a 3 yearlock-in period)NIL, if redeemed afterthe age of 58 years
Expense Ratio 2.27

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 1.95% 3.11%
3 Month 0.29% -3.81%
6 Month 2.30% -2.56%
1 Year 5.14% -0.88%
3 Year 5.29% 8.55%
5 Year 8.32% 8.28%
Since Inception 12.04% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others