FAQ : Franklin India Pension Plan - Growth - Direct Plan

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(%) 19.46 9.98 10.33 8.69
Average Rolling Returns(%) 11.14 10.08 9.28 10.16

The Current NAV of Franklin India Pension Plan - Growth - Direct Plan is ₹210.05.

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 1.53%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Franklin India Pension Plan - Growth - Direct Plan is currently ₹497 Crores.

The Top three stocks are ICICI Bank, HDFC Bank and Infosys 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, BFSI and Miscellaneous accounting for 71% 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 : 38.84%, Debt : 61.20% 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

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