Franklin India Pension Plan - Growth

Fund Overview

NAV (20 Dec 24)

₹ 211.40

AUM (in Cr)

₹ 518.46

5 Years CAGR

% 9.74

Risk Level

Moderately High

Fund Performance

Name	1 Month%	3 Month%	6 Month%	1 Year%	3 Year%	5 Year%
Franklin India Pension Plan - Growth Franklin India Pension Plan - Growth	1.83	-0.01	4.49	13.52	10.19	9.74
CRISIL Short Term Debt Hybrid 60+40 Fund Index CRISIL Short Term Debt Hybrid 60+40 Fund Index	1.67	2.73	5.58	10.43	7.43	8.84
Retirement Retirement	1.87	6.95	13.34	26.47	13.72	15.58

Note: Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Investment Objective

Seeks to provide regular income under the Dividend Plan and capital appreciation under the Growth Plan

Expense Ratio

% 2.26

Benchmark

CRISIL Short Term Debt Hybrid 60+40 Fund Index

AUM

₹ 518.46

Inception Date

31 Mar 1997

Turnover Ratio

Exit Load

3% - if redeemed before the age of 58 years. NIL - if redeemed after the age of 58 years.

Asset Class

Others

Franklin Templeton Mutual Fund

Total AUM

₹ 111722.64

No. of Schemes under this AMC

Phone

67519100

services@franklintempleton.com

Incorporation Date

2/19/1996

Address

One International Centre,, Tower 2, 12th & 13th Floor,, Senapati Bapat Marg,

Mumbai - 400013

Back

Connect with an

Expert

Personalized investment strategies from leading experts