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: 2.26% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 520.28 Cr As on 31-07-2025(Source:AMFI)
Turn over: - | Exit Load: 3% if redeemed before the age of 58 years; Nil if redeemed after the age of 58 years.

217.9519

11.45%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 5.26
Sharpe Ratio 1.05
Alpha 4.62
Beta 0.11
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 3.14 11.41 10.47 10.14 8.34
ICICI Prudential Retirement Fund - Pure Debt - Growth Option 05-02-2019 6.11 6.58 6.26 5.31 -
ICICI Prudential Retirement Fund - Hybrid Conservative - Growth Option 05-02-2019 5.74 11.01 10.43 8.92 -
Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan-Regular Plan-Growth 05-03-2019 5.11 5.6 5.2 4.03 -
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 01-02-2019 4.76 25.63 22.87 26.64 -
Aditya Birla Sun Life Retirement Fund-The 50s Plan-Regular Plan-Growth 05-03-2019 4.46 8.29 8.07 5.58 -
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 3.65 14.3 12.85 11.86 -
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth 05-02-2021 3.62 8.07 8.34 - -
PGIM India Retirement Fund - Regular Plan - Growth Option 15-04-2024 3.6 - - - -
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth Option 05-02-2016 3.16 8.29 8.6 8.58 -

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

6.51%

Others

61.66%

Large Cap

28.27%

Mid Cap

3.54%

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