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
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