FAQ : Franklin India Pension Plan - Growth

Franklin India Pension Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 18.56 9.14 9.49 7.86
Average Rolling Returns(%) 10.25 10.16 9.88 10.05

The Current NAV of Franklin India Pension Plan - Growth is ₹194.17.

It is better to invest in a fund with a longer track record as Franklin India Pension Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Crisil 10 Yr Gilt Index returns, as Funds portfolio is significantly different.

Franklin India Pension Plan - Growth fund’s expense ratio is 2.27%

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 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 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 Fund is Solution Oriented - Retirement Fund.

Umesh Sharma and Pallab Roy manage the Franklin India Pension Plan - Growth Fund.

Franklin India Pension Plan - Growth current PE ratio is 0.00 and PB ratio is 0.00

The asset allocation of Franklin India Pension Plan - Growth is Stocks : 38.84%, Debt : 61.20% and Gold : 0%

The minimum SIP amount for Franklin India Pension Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00

The exit load for Franklin India Pension Plan - Growth is 3% on or beofre the 58 year of age, Nil after age of 58 year

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