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Franklin India Pension Plan Growth Direct Plan
NAV (Apr 26,2024)
Invest in the Franklin India Pension Plan - Growth - Direct Plan with a minimum investment of ₹500. This plan has been established since 2013 and offers a lock-in period of 5 years. It has an expense ratio of 1.53% and a scheme AUM of ₹496.69. Secure your retirement with this comprehensive and growth-oriented pension plan.
Franklin India Pension Plan Growth Direct Plan Latest Trend
- 1M
- 2M
- 3M
Franklin India Pension Plan Growth Direct Plan Latest Trend
Risk Ratios
- P/E Ratio0
- P/B Ratio0
- Alpha0.01
- Beta0.38
- Sharpe0.23
- Sortino0.38
Fund Overview
1.52%
0%
No Lock-in
₹ 497.93 Cr
SIP ₹500.00
Scheme Riskometer
Investors understand that their principal will be at
Moderately High
Investment Return Calculator
as on Apr 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 | ₹ 10,445.12 (4.45%) | ₹ 11,218.81 (12.19%) | ₹ 12,020.85 (20.21%) | ₹ 13,527.33 (35.27%) | ₹ 16,151.8 (61.52%) |
₹ 30,000 | ₹ 31,335.36 (4.45%) | ₹ 33,656.43 (12.19%) | ₹ 36,062.55 (20.21%) | ₹ 40,581.99 (35.27%) | ₹ 48,455.4 (61.52%) |
₹ 50,000 | ₹ 52,225.6 (4.45%) | ₹ 56,094.05 (12.19%) | ₹ 60,104.25 (20.21%) | ₹ 67,636.65 (35.27%) | ₹ 80,759 (61.52%) |
₹ 80,000 | ₹ 83,560.96 (4.45%) | ₹ 89,750.48 (12.19%) | ₹ 96,166.8 (20.21%) | ₹ 1,08,218.64 (35.27%) | ₹ 1,29,214.4 (61.52%) |
₹ 1,00,000 | ₹ 1,04,451.2 (4.45%) | ₹ 1,12,188.1 (12.19%) | ₹ 1,20,208.5 (20.21%) | ₹ 1,35,273.3 (35.27%) | ₹ 1,61,518 (61.52%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- Call Cash & Other Assets12.71%
- GOI Nov10.95%
- GOI Apr10.05%
- Small Industries Development Bank Of India Aug6.03%
- Bajaj Housing Finance Ltd Apr5.40%
- Mahindra & Mahindra Financial Services Ltd May5.36%
- National Bank For Agriculture & Rural Development Aug5.21%
- Reliance Industries Ltd Jun3.24%
- ICICI Bank Ltd3.03%
- HDFC Bank Ltd2.70%
- Larsen & Toubro Ltd2.23%
- Infosys Ltd1.87%
- Tata Motors Ltd1.48%
- Reliance Industries Ltd1.45%
- Axis Bank Ltd1.37%
- State Bank of India1.28%
- HCL Technologies Ltd1.27%
- Bharti Airtel Ltd1.23%
- Sun Pharmaceutical Industries Ltd1.20%
- Zomato Ltd1.17%
- Kirloskar Oil Engines Ltd1.13%
- HDFC Bank Ltd May1.08%
- NTPC Ltd1.01%
- Kotak Mahindra Investments Ltd Jun1.01%
- Bharat Electronics Ltd0.97%
- IndusInd Bank Ltd0.97%
- GAIL India Ltd0.87%
- Sapphire Foods India Ltd0.83%
- United Spirits Ltd0.82%
- Apollo Hospitals Enterprise Ltd0.77%
- Oil & Natural Gas Corporation Ltd0.75%
- Marico Ltd0.70%
- Maruti Suzuki India Ltd0.66%
- Container Corporation Of India Ltd0.64%
- HDFC Life Insurance Co Ltd0.61%
- PB Fintech Ltd0.58%
- Jubilant Foodworks Ltd0.58%
- Tech Mahindra Ltd0.58%
- Crompton Greaves Consumer Electricals Ltd0.54%
- Hindustan Aeronautics Ltd0.53%
- Affle India Ltd0.50%
- SBI Cards and Payment Services Ltd0.44%
- Tata Steel Ltd0.40%
- Voltas Ltd0.39%
- Nuvoco Vistas Corporation Ltd0.39%
- Eris Lifesciences Ltd0.39%
- Metropolis Healthcare Ltd0.38%
- Ultratech Cement Ltd0.37%
- Power Finance Corporation Ltd Sep0.36%
- Teamlease Services Ltd0.34%
- Apeejay Surrendra Park Hotels Ltd0.34%
- Westlife Foodworld Ltd0.30%
- Amber Enterprises India Ltd0.25%
- Jyothy Labs Ltd0.24%
- Shankara Building Products Ltd0.05%
- Miscellaneous27.69%
- Bank - Private8.07%
- IT - Software3.71%
- Consumer Food2.11%
- Refineries1.45%
- Bank - Public1.28%
- e-Commerce1.17%
- Oil Exploration0.75%
- Air Conditioners0.64%
- Logistics0.64%
- Insurance0.61%
- Fintech0.58%
- Defence0.53%
- BPO/ITeS0.50%
- Finance - NBFC0.44%
- Restaurants0.30%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
ICICI Prudential Retirement Fund - Pure Equity Plan - Growth | OTHER | Very High | 45.97% |
Nippon India Retirement Fund - Wealth Creation Scheme - Growth | OTHER | Very High | 38.13% |
Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth | OTHER | Very High | 34.96% |
Union Retirement Fund - Regular Plan - Growth | OTHER | Very High | 30.65% |
HDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth | OTHER | Very High | 29.32% |
Tata Retirement Savings Fund Moderate Plan - Growth | OTHER | Very High | 25.84% |
UTI Retirement Fund | OTHER | High | 24.13% |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | OTHER | Very High | 21.43% |
LIC MF Unit Linked Insurance Scheme | OTHER | Very High | 17.94% |
Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth | OTHER | Very High | 17.92% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
ICICI Prudential Retirement Fund - Pure Equity Plan - Growth | OTHER | Very High | 47.95% |
Nippon India Retirement Fund - Wealth Creation Scheme - Growth | OTHER | Very High | 44.65% |
HDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth | OTHER | Very High | 37.48% |
Union Retirement Fund - Regular Plan - Growth | OTHER | Very High | 35.99% |
Tata Retirement Savings Fund Moderate Plan - Growth | OTHER | Very High | 31.87% |
Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth | OTHER | Very High | 31.62% |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | OTHER | Very High | 27.85% |
Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth | OTHER | Very High | 26.68% |
LIC MF Unit Linked Insurance Scheme | OTHER | Very High | 20.23% |
UTI Retirement Fund | OTHER | High | 20.14% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
ICICI Prudential Retirement Fund - Pure Equity Plan - Growth | OTHER | Very High | 27.04% |
HDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth | OTHER | Very High | 26.80% |
Nippon India Retirement Fund - Wealth Creation Scheme - Growth | OTHER | Very High | 21.27% |
Tata Retirement Savings Fund Moderate Plan - Growth | OTHER | Very High | 14.72% |
UTI Retirement Fund | OTHER | High | 13.46% |
LIC MF Unit Linked Insurance Scheme | OTHER | Very High | 13.04% |
Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth | OTHER | Very High | 11.44% |
Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth | OTHER | Very High | 11.19% |
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth | OTHER | Moderate | 8.19% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth | OTHER | Very High | 21.41% |
Nippon India Retirement Fund - Wealth Creation Scheme - Growth | OTHER | Very High | 13.44% |
Tata Retirement Savings Fund Moderate Plan - Growth | OTHER | Very High | 13.21% |
LIC MF Unit Linked Insurance Scheme | OTHER | Very High | 12.55% |
UTI Retirement Fund | OTHER | High | 10.80% |
Fund Managers
Mr. Umesh SharmaVice President & Portfolio Manager - Fixed Income
Mr. Umesh Sharma is having over 03 years of experience in debt market. His prior assignments are with Religare Mutual Fund, Lotus India Mutual Fund, ICICI Bank, JM Financial Mutual Fund, UTI Mutual Fund.
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.
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.
Mr. Varun SharmaFund Manager
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