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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: 2.21% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 494.69 Cr As on 31-07-2026(Source:AMFI)
Turn over: 2.44% | Exit Load: 3% if redeemed before the age of 58 years; Nil if redeemed after the age of 58 years.
NAV as on 13-08-2026

220.494

0.14 (0.0643%)

CAGR Since Inception

11.1%

Benchmark: 11.15%

PERFORMANCE

Returns Type:
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End : 
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AK Hybrid Balanced TRI
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Gold
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PPF
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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 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 6.05
Sharpe Ratio 0.42
Alpha 2.18
Beta 0.22
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 1.27 2.97 7.92 7.09 7.26
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 16.84 10.49 16.02 12.04 -
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option 02-02-2019 12.16 8.89 18.1 14.75 -
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 01-02-2019 12.0 10.33 20.65 19.15 -
Tata Retirement SavIngs Fund - Progressive Plan -Regular Plan-Growth Option 01-11-2011 9.21 4.38 13.68 10.78 12.85
Union Retirement Fund - Regular Plan - Growth Option 22-09-2022 9.18 5.52 13.82 - -
Tata Retirement SavIngs Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 8.75 5.26 12.74 10.63 11.93
ICICI Prudential Retirement Fund - Hybrid Conservative - Growth Option 05-02-2019 7.5 7.09 9.79 8.08 -
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth 05-02-2021 7.38 3.36 10.24 11.44 -
Baroda BNP Paribas Retirement Fund - Regular Plan - Growth Option 28-05-2024 7.36 6.01 - - -

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

4.35%

Others

68.44%

Large Cap

24.53%

Mid Cap

2.68%

Scheme Documents

July 2025

Monthly Portfolio Disclosure - July 2026

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