Franklin India Pension Plan Growth

Risk: High
₹ 209.24
NAV (Jul 26,2024)

The Franklin India Pension Plan - Growth is a popular retirement savings option that aims to provide financial security in the long term. With a minimum investment of ₹500, this established plan has a lock-in period of 5 years. As of the latest data, the scheme's assets under management (AUM) amount to ₹496.69 crore. The expense ratio for this plan is 2.27%. Secure your future with the Franklin India Pension Plan - Growth.

Franklin India Pension Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Franklin India Pension Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.39
  • Sharpe
    UM_URBAN_MONEY

    0.16
  • Sortino
    UM_URBAN_MONEY

    0.23

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.26%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 514.57 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,548.59 (5.49%)₹ 10,998.63 (9.99%)₹ 11,887.75 (18.88%)₹ 13,382.78 (33.83%)₹ 16,283.34 (62.83%)
₹ 30,000₹ 31,645.77 (5.49%)₹ 32,995.89 (9.99%)₹ 35,663.25 (18.88%)₹ 40,148.34 (33.83%)₹ 48,850.02 (62.83%)
₹ 50,000₹ 52,742.95 (5.49%)₹ 54,993.15 (9.99%)₹ 59,438.75 (18.88%)₹ 66,913.9 (33.83%)₹ 81,416.7 (62.83%)
₹ 80,000₹ 84,388.72 (5.49%)₹ 87,989.04 (9.99%)₹ 95,102 (18.88%)₹ 1,07,062.24 (33.83%)₹ 1,30,266.72 (62.83%)
₹ 1,00,000₹ 1,05,485.9 (5.49%)₹ 1,09,986.3 (9.99%)₹ 1,18,877.5 (18.88%)₹ 1,33,827.8 (33.83%)₹ 1,62,833.4 (62.83%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Small Industries Development Bank Of India Aug9.91%
  • GOI Apr9.62%
  • REC Ltd Jun5.17%
  • National Bank For Agriculture & Rural Development Aug5.14%
  • Bharti Telecom Ltd Nov5.12%
  • HDB Financial Services Ltd Sep5.10%
  • Bajaj Housing Finance Ltd Apr4.91%
  • Mahindra & Mahindra Financial Services Ltd May4.90%
  • ONGC Petro Additions Ltd Jun4.86%
  • HDFC Bank Ltd3.42%
  • ICICI Bank Ltd2.86%
  • GOI Jun2.44%
  • Infosys Ltd1.89%
  • Larsen & Toubro Ltd1.87%
  • Bharti Airtel Ltd1.57%
  • Axis Bank Ltd1.49%
  • Reliance Industries Ltd1.48%
  • State Bank of India1.28%
  • Zomato Ltd1.25%
  • HCL Technologies Ltd1.20%
  • HDFC Bank Ltd May0.99%
  • Crompton Greaves Consumer Electricals Ltd0.98%
  • Tata Motors Ltd0.98%
  • Kotak Mahindra Investments Ltd Jun0.98%
  • NTPC Ltd0.97%
  • GOI Nov0.96%
  • PB Fintech Ltd0.90%
  • Sun Pharmaceutical Industries Ltd0.89%
  • Kirloskar Oil Engines Ltd0.87%
  • United Spirits Ltd0.82%
  • Apollo Hospitals Enterprise Ltd0.81%
  • Marico Ltd0.79%
  • IndusInd Bank Ltd0.78%
  • Bharat Electronics Ltd0.74%
  • Jubilant Foodworks Ltd0.71%
  • GAIL India Ltd0.66%
  • Maruti Suzuki India Ltd0.65%
  • Sapphire Foods India Ltd0.65%
  • Tech Mahindra Ltd0.64%
  • HDFC Life Insurance Co Ltd0.56%
  • Oil & Natural Gas Corporation Ltd0.53%
  • Prestige Estates Projects Ltd0.52%
  • Amara Raja Energy And Mobility Ltd0.48%
  • Teamlease Services Ltd0.48%
  • Eris Lifesciences Ltd0.46%
  • Bharti Hexacom Ltd0.46%
  • SBI Cards and Payment Services Ltd0.45%
  • Hindustan Aeronautics Ltd0.44%
  • Tube Investments of India Ltd0.44%
  • Ultratech Cement Ltd0.43%
  • Tata Steel Ltd0.43%
  • Metropolis Healthcare Ltd0.42%
  • Dalmia Bharat Ltd0.39%
  • Power Finance Corporation Ltd Sep0.36%
  • Apeejay Surrendra Park Hotels Ltd0.31%
  • Call Cash & Other Assets0.30%
  • Amber Enterprises India Ltd0.30%
  • Lemon Tree Hotels Ltd0.29%
  • Voltas Ltd0.29%
  • Affle India Ltd0.26%
  • SRF Ltd0.19%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

45.97%

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

37.59%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

36.70%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

34.34%

Union Retirement Fund - Regular Plan - GrowthUnion Retirement Fund - Regular Plan - Growth

OTHER

Very High

30.65%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

29.32%

UTI Retirement FundUTI Retirement Fund

OTHER

High

23.86%

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

21.43%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

17.94%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

17.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

47.95%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

41.74%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

37.48%

Union Retirement Fund - Regular Plan - GrowthUnion Retirement Fund - Regular Plan - Growth

OTHER

Very High

35.99%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

30.19%

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

30.19%

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

27.85%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

26.68%

UTI Retirement FundUTI Retirement Fund

OTHER

High

20.62%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

20.23%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

27.04%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

26.80%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

19.81%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

15.13%

UTI Retirement FundUTI Retirement Fund

OTHER

High

13.19%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

13.04%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

11.19%

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

11.08%

SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth

OTHER

Moderate

8.77%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

21.41%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

16.51%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

14.46%

UTI Retirement FundUTI Retirement Fund

OTHER

High

13.37%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

12.55%

Show all Funds

Fund Managers

AT

Mr. Anuj TagraManager - Debt Investments

Mr. Anuj Tagra is associated with ICICI Prudential AMC from February 2013. Prior to this he has worked with Union Bank Of India and Fidelity Investments.

PR

Mr. Pallab RoyAssistant Vice President and Portfolio Manager - Fixed Income

Mr. Pallab Roy is responsible for Investments and Fund Management. He has been with Franklin Templeton Asset Management (India) Pvt. Ltd. since June 2001 till today. He is responsible for Liquidity Management & Portfolio MIS - Fixed Income funds.

RK

Ms. Rajasa KakulavarapuAVP

She joined FTAMIL in March 2016 and in her tenure with Franklin Templeton has been responsible for covering the research for Indian Consumer Sector including FMCG, Paints, QSR and specialty retail. She is based at Chennai.

VS

Mr. Varun SharmaFund Manager

Get your latest Credit Score, FREE

Compare with similar Funds

Franklin India Pension Plan - Growth

vs

ICICI Prudential Retirement Fund - Pure Equity Plan - Growth

Franklin India Pension Plan - Growth

vs

Tata Retirement Savings Fund Moderate Plan - Growth

Franklin India Pension Plan - Growth

vs

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

Franklin India Pension Plan - Growth

vs

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

Franklin India Pension Plan - Growth

vs

Nippon India Retirement Fund - Wealth Creation Scheme - Growth

Franklin India Pension Plan - Growth

vs

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

Franklin India Pension Plan - Growth

vs

PGIM India Retirement Fund - Regular Plan - Growth

Franklin India Pension Plan - Growth

vs

Union Retirement Fund - Regular Plan - Growth

Franklin India Pension Plan - Growth

vs

Baroda BNP Paribas Retirement Fund - Regular Plan - Growth

Franklin India Pension Plan - Growth

vs

LIC MF Unit Linked Insurance Scheme

FAQ's

What is the risk level associated with the Franklin India Pension Plan - Growth?

The Franklin India Pension Plan - Growth is a mutual fund that carries a Moderately High risk level.

What is the current NAV (Net Asset Value) of the Franklin India Pension Plan - Growth as of Jul 26,2024?

The current NAV of the Franklin India Pension Plan - Growth as of Jul 26,2024 is INR 209.24.

What are the returns generated by the Franklin India Pension Plan - Growth over the past 1, 3, and 5 years?

The Franklin India Pension Plan - Growth has delivered solid returns of 18.44% over the past year, 9.18% over 3 years, and 9.16% over 5 years.

What is the expense ratio associated with the Franklin India Pension Plan - Growth?

The Franklin India Pension Plan - Growth has an expense ratio of 2.27%.

What is the minimum investment amount required for the Franklin India Pension Plan - Growth?

The Franklin India Pension Plan - Growth has a minimum investment requirement of INR 500.

Is there a systematic investment plan (SIP) available for the Franklin India Pension Plan - Growth?

Yes, SIP is offered for the Franklin India Pension Plan - Growth with a minimum investment of INR 500 per month.

Most Popular on Urban Money

Scheme Other Funds

Most Trusted AMC

Mutual Funds Calculator

Best Other Mutual Funds

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actually is

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertainties

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your