FranklIn India Retirement Fund - Growth
(Erstwhile Franklin India Pension Plan-Growth)
Fund House: Franklin Templeton Mutual Fund| Category: Retirement Fund |
| Launch Date: 31-03-1997 |
| Asset Class: Mixed Asset |
| Benchmark: BSE India Bond Index |
| TER: 2.24% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 479.34 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 2.44% | Exit Load: 3%, if redeemed before the age of 58 years (subject to lock-in period) and target amount Nil, if redeemed after the age of 58 years |
214.5108
0.11 (0.0503%)
10.93%
Benchmark: 10.91%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The Fund seeks to provide investors regular income under the Income Distribution cum capital withdrawal Plan and capital appreciation under the Growth Plan.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 6.18 |
| Sharpe Ratio | 0.17 |
| Alpha | 0.83 |
| Beta | 0.27 |
| Yield to Maturity | 7.58 |
| Average Maturity | 2.38 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| FranklIn India Retirement Fund - Growth | 31-03-1997 | -3.09 | 0.41 | 6.24 | 5.71 | 6.79 |
Scheme Characteristics
Scheme having a lock-in for at least 5 years or till retirement age whichever is earlier.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
6.65%
Others
64.88%
Large Cap
21.44%
Mid Cap
7.03%
