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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.
NAV as on 22-04-2024

195.8146

0.89 (0.4548%)

CAGR Since Inception

11.61%

Benchmark: 8.69%

PERFORMANCE

Returns Type:
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Start :  
End : 
Period:  
This Scheme
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vs
S&P BSE India Bond Index
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Gold
-
PPF
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Returns Type:
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  Period:  

Start :  
Period:  

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 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 Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Franklin India Pension Plan-Growth 31-03-1997 18.85 11.23 9.54 9.13 10.12
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 01-02-2019 59.1 27.33 30.39 21.4 -
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option 02-02-2019 49.2 23.77 21.02 16.55 -
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option 05-02-2015 44.89 21.0 21.29 13.46 -
Union Retirement Fund - Regular Plan - Growth Option 22-09-2022 40.47 - - - -
HDFC Retirement Savings Fund - Equity Plan - Growth Option 07-02-2016 38.7 23.35 25.92 21.21 -
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 01-11-2011 38.06 17.23 16.0 14.49 15.85
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 33.72 15.81 12.78 10.92 -
Axis Retirement Savings Fund - Dynamic Plan - Regular Growth 20-12-2019 32.77 14.43 13.44 - -
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 32.04 15.56 14.73 13.22 15.43

Scheme Characteristics

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

Riskometer

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PORTFOLIO

Market Cap Distribution

Small Cap

5.34%

Others

61.74%

Large Cap

30.73%

Mid Cap

2.19%

Scheme Documents

March 2024

Monthly Portfolio Disclosure - March 2024

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