Franklin India Pension Plan - IDCW
Fund House: Franklin Templeton Mutual Fund| Category: Retirement Fund |
| Launch Date: 31-03-1997 |
| Asset Class: Mixed Asset |
| Benchmark: BSE India Bond Index |
| TER: 2.26% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 521.25 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: - | Exit Load: 3% if redeemed before the age of 58 years; Nil if redeemed after the age of 58 years. |
18.1367
0.04 (0.2299%)
10.02%
Benchmark: 11.41%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced TRI
-
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
10 Years 7 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
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 | 5.25 |
| Sharpe Ratio | 0.66 |
| Alpha | 0.01 |
| Beta | 0.44 |
| Yield to Maturity | 7.58 |
| Average Maturity | 2.38 |
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
6.21%
Others
62.03%
Large Cap
28.34%
Mid Cap
3.45%
