Franklin India Pension Plan-Growth

Category: Retirement Fund
Launch Date: 31-03-1997
Asset Class: Mixed Asset
Benchmark: BSE India Bond Index
Expense Ratio: 2.29% As on ( 31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 505.78 Cr As on ( 31-03-2025)
Turn over:
NAV as on 05-05-2025

214.416

0.59 ( 0.2736% )

CAGR Since Inception

11.52%

BSE India Bond Index 11.41%

PERFORMANCE of Franklin India Pension Plan-Growth

Scheme Performance (%) Data as on - 05-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Pension Plan-Growth 8.63 11.37 11.32 8.26 11.52
Benchmark - - - - -
Retirement Fund 8.16 13.12 15.12 9.71 11.65

Yearly Performance (%)

Fund Managers

Pallab Roy, Anuj Tagra, Varun Sharma, Rajasa Kakulavarapu

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)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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 5.25 0.38 0.57 0.71 7.58 2.38
Retirement Fund - - - - - -

PEER COMPARISION of Franklin India Pension Plan-Growth

Period
Data as on - 05-05-2025
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 8.63 13.59 11.37 11.32 8.26
PGIM India Retirement Fund - Regular Plan - Growth Option 15-04-2024 11.99 0.0 0.0 0.0 0.0
UTI Retirement Fund - Regular Plan 26-12-1994 10.83 15.1 13.36 15.87 9.51
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option 05-02-2015 10.76 10.6 10.45 8.53 7.34
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 10.37 18.5 13.66 14.48 0.0
Axis Retirement Fund - Dynamic Plan - Regular Growth 05-12-2019 10.18 20.35 14.28 15.51 0.0
Axis Retirement Fund - Aggressive Plan - Regular Growth 01-12-2019 9.92 19.8 13.37 15.58 0.0
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth 05-02-2021 9.56 9.89 9.93 0.0 0.0
Axis Retirement Fund - Conservative Plan - Regular Growth 05-12-2019 9.26 13.32 9.21 10.28 0.0
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 9.15 19.28 15.08 18.05 11.63

PORTFOLIO ANALYSIS of Franklin India Pension Plan-Growth

Asset Allocation (%)