

Franklin India Pension Plan Direct Growth
Moderately High Risk
Hybrid
5 Star
₹232.52
-0.37%1D Change
10.46%p.a.
Moderately High Risk
Hybrid
5 Star
₹232.52
-0.37%1D Change
10.46%p.a.

Franklin India Pension Plan Direct Growth
₹232.52
-0.37%1D
10.46%p.a.
Returns calculator
Investment Type
Fund overview
- Rating5 Star
- Expense ratio1.56%
- Exit Load3% within 1095 days
- AUM (Fund size)₹507.93 Crore
- Lock-in period5 years
- Age12 yrs since Jan 01, 2013
- Min. investmentSIP ₹500 & Lump. ₹500
- RiskModerately High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Holding Name | Assets (%) |
---|---|
Small Industries Development Bank Of India | 10.03% |
7.48% National Bank For Agriculture And Rural Development | 9.03% |
Bajaj Housing Finance Limited | 5.37% |
Ongc Petro Additions Limited | 5.33% |
Mahindra & Mahindra Financial Services Ltd | 5.32% |
Peer Comparison
Fund Name | AUM (In Crs.) | NAV | Risk |
---|---|---|---|
Nippon India Retirement F... | ₹ 153 Cr | ₹23.01 | 0.09% | Moderately High risk |
Aditya Birla Sun Life Ret... | ₹ 109 Cr | ₹19.76 | 0.41% | Very High |
Axis Retirement Fund - Dy... | ₹ 326 Cr | ₹20.72 | 0.58% | Very High |
Axis Retirement Fund - Ag... | ₹ 800 Cr | ₹19.57 | 0.46% | Very High |
NAV History - Franklin India Pension Plan - Direct Plan - Growth
FUND | Franklin India Pension Plan - Direct Plan - Growth |
---|---|
NAV (May 09, 2025) | ₹232.52 |
Class | Hybrid | Retirement |
Inception Date | Jan 01, 2013 |
Fund Manager | Ajay Argal, Pallab Roy, Anuj Tagra, Rajasa Kakulavarapu |
FUND | Franklin India Pension Plan - Direct Plan - Growth |
---|---|
Initial Price | ₹10 |
Min. Investment Amount | SIP ₹500 and Lump. ₹500 |
Exit Load | 3% within 1095 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
---|---|---|---|---|---|---|
Franklin India Pensi... | -0.24% | 3.01% | 1.95% | 1.86% | 9.21% | 12.35% |
About Franklin Templeton Asst Mgmt(IND)Pvt Ltd
| Trustee | Franklin Templeton Trustee Services Pvt. Ltd. | | --- | --- | | President | Mr Vivek Kudva | | Year of incorporation | 1995 | | Date of setup | 19 Feb 1996 | | Sponsors | Templeton International Inc. | | AUM | Rs 82,552.87 crore (as of March 2021) | | Website | https://www.franklintempletonindia.com/ | | Phone No. | 022-67519100 | | Email | services@franklintempleton.com | | Address | Indiabulls Finance Centre, Tower 2, 12th & 13th Floor, Senapati Bapat Marg, Elphinstone (West), Mumbai- 400 013. |
Franklin Templeton Asst Mgmt(IND)Pvt Ltd Details
- No. of schemes86
- Total AUM₹82,441.26 Crore
- AddressOne International Centre, Tower 2, 12th and 13th Floor, Senapati Bapat Marg, Elphinstone Road (West), Mumbai, Mumbai, Maharashtra, 400 013
- Phone+91 22 - 67519100
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(as per historical returns)