Franklin India Pension Plan-Growth
| Category: Hybrid Debt Oriented Funds (Retirement) |
| Launch Date: 31-03-1997 |
| Asset Class: Mixed Asset |
| Benchmark: Crisil MIP Blended Index |
| Expense Ratio: 2.5% As on (29-09-2017) |
| Status: Open Ended Schemes(Income) for subscription |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 416.96 Cr As on (29-09-2017) |
| Turn over: 111.57 |
PERFORMANCE of Franklin India Pension Plan-Growth
Scheme Performance (%)
Data as on - 19-04-2018Yearly Performance (%)
Fund Managers
Mr. Sachin Padwal-Desai, Mr. Umesh Sharma, Mr. Lakshmikanth Reddy
Mr. Desai is a B.E and PGDM from IIM Bangalore. Prior to joining Sundaram Mutual Fund he has worked with ICICI Bank, Infosys Technologies and Thermax.
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.
RETURNS CALCULATOR for Franklin India Pension Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Franklin India Pension Plan-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Franklin India Pension Plan-Growth | 6.75 | 1.44 | -6.27 | 1.53 | 7.64 | 3.94 |
| Hybrid Debt Oriented Funds (Retirement) | - | - | - | - | - | - |
PEER COMPARISION of Franklin India Pension Plan-Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Franklin India Pension Plan-Growth | 31-03-1997 | 6.44 | 8.4 | 7.0 | 12.17 | 9.41 |
| Tata Retirement Savings Fund Moderate -Regular Plan (Growth) | 01-11-2011 | 15.61 | 21.32 | 13.05 | 21.18 | 0.0 |
| HDFC Retirement Savings Fund - Hybrid - Equity Plan - Regular Plan | 25-02-2016 | 14.75 | 20.39 | 0.0 | 0.0 | 0.0 |
| UTI - Retirement Benefit Pension Fund | 26-12-1994 | 10.12 | 12.98 | 9.52 | 11.93 | 9.76 |
| HDFC Retirement Savings Fund - Hybrid - Debt Plan - Regular Plan | 26-02-2016 | 7.28 | 10.23 | 0.0 | 0.0 | 0.0 |
| Tata Retirement Savings Fund Regular Plan-Conservative Plan (Growth) | 01-11-2011 | 7.27 | 11.43 | 8.92 | 11.45 | 0.0 |
| Reliance Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option | 11-02-2015 | 5.23 | 7.57 | 6.37 | 0.0 | 0.0 |
