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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: 2.17% As on (31-05-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 492.2 Cr As on 31-05-2026(Source:AMFI)
Turn over: 2.44% | Exit Load: 3% on or beofre the 58Y of age, Nil after age of 58Y
NAV as on 10-07-2026

219.3276

0.96 (0.4375%)

CAGR Since Inception

11.12%

Benchmark: 11.14%

PERFORMANCE

Returns Type:
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End : 
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vs
AK Hybrid Balanced TRI
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Gold
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PPF
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RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 1 Months
9 Years 0 Months
10 Years 6 Months
18 Years 3 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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 6.05
Sharpe Ratio 0.42
Alpha 2.18
Beta 0.22
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 -0.45 2.98 8.33 7.22 7.53
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 12.24 9.01 16.73 12.19 -
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option 02-02-2019 7.45 6.41 18.37 15.84 -
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 01-02-2019 7.31 7.94 21.18 21.17 -
ICICI Prudential Retirement Fund - Hybrid Conservative - Growth Option 05-02-2019 5.56 6.36 9.92 8.17 -
Union Retirement Fund - Regular Plan - Growth Option 22-09-2022 5.27 4.23 14.77 - -
Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth 05-03-2019 4.17 5.36 7.73 5.97 -
ICICI Prudential Retirement Fund - Pure Debt - Growth Option 05-02-2019 3.94 5.87 6.16 5.23 -
Tata Retirement SavIngs Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 3.55 4.22 13.53 11.01 12.14
Baroda BNP Paribas Retirement Fund - Regular Plan - Growth Option 28-05-2024 3.36 4.48 - - -

Scheme Characteristics

Scheme having a lock-in for at least 5 years or till retirement age whichever is earlier.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.65%

Others

67.76%

Large Cap

25.45%

Mid Cap

2.14%

Scheme Documents

May 2026

Monthly Portfolio Disclosure - May 2026

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