Franklin India Pension Plan-Growth
Fund House: Franklin Templeton Mutual Fund| Category: Retirement Fund |
| Launch Date: 31-03-1997 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Composite Bond TRI,NIFTY 500 TRI |
| TER: 2.27% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 497.93 Cr As on (31-03-2024) |
| Turn over: - | Exit Load: Exit load of 3% if redeemed before the age of 58 yrs. |
194.924
0.2 (0.102%)
11.6%
Benchmark: 8.7%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
S&P BSE India Bond Index
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 scheme seeks to generate steady returns along with tax savings through a portfolio of upto 40% in equities with the balance invested in fixed income instruments.This is to ensure reletive stability and deliver superior returns.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 5.29 |
| Sharpe Ratio | 0.74 |
| Alpha | -0.19 |
| Beta | 0.43 |
| Yield to Maturity | 7.55 |
| Average Maturity | 1.97 |
PEER COMPARISON
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
5.34%
Others
61.74%
Large Cap
30.73%
Mid Cap
2.19%
