Franklin India Pension Plan - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 19.2 | 10.11 | 9.65 | 8.71 |
Average Rolling Returns(%) | 11.22 | 10.08 | 9.30 | 10.11 |
The Current NAV of Franklin India Pension Plan - Growth - Direct Plan is ₹213.91.
It is better to invest in a fund with a longer track record as Franklin India Pension Plan - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Franklin India Pension Plan - Growth - Direct Plan fund’s expense ratio is 1.52%
The process for redemption is
The AUM of Franklin India Pension Plan - Growth - Direct Plan is currently ₹498 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Larsen & Toubro and account for 8% of its portfolio. Top 5 and 10 stocks of fund account for 11% and 18% of fund’s portfolio respectively.
Top three sectors of Franklin India Pension Plan - Growth - Direct Plan fund are Others, Miscellaneous and BFSI accounting for 72% of the total portfolio.
Since this is a Solution Oriented - Retirement Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Franklin India Pension Plan - Growth - Direct Plan Fund is Solution Oriented - Retirement Fund.
Rajasa Kakulavarapu and Anand Radhakrishnan manage the Franklin India Pension Plan - Growth - Direct Plan Fund.
Franklin India Pension Plan - Growth - Direct Plan current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of Franklin India Pension Plan - Growth - Direct Plan is Stocks : 38.60%, Debt : 61.40% and Gold : 0%
The minimum SIP amount for Franklin India Pension Plan - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Franklin India Pension Plan - Growth - Direct Plan is 3% on or beofre the 58 year of age, Nil after age of 58 year