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Fund Overview

Fund Size

Fund Size

₹499 Cr

Expense Ratio

Expense Ratio

1.51%

ISIN

ISIN

INF090I01JZ3

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

3.00%

Inception Date

Inception Date

01 Jan 2013

About this fund

Franklin India Pension Plan Direct Growth is a Retirement mutual fund schemes offered by Franklin Templeton Mutual Fund. This fund has been in existence for 12 years, 1 months and 21 days, having been launched on 01-Jan-13.
As of 21-Feb-25, it has a Net Asset Value (NAV) of ₹225.28, Assets Under Management (AUM) of 499.25 Crores, and an expense ratio of 1.51%.
  • Franklin India Pension Plan Direct Growth has given a CAGR return of 10.33% since inception.
  • The fund's asset allocation comprises around 36.63% in equities, 62.52% in debts, and 0.85% in cash & cash equivalents.
  • You can start investing in Franklin India Pension Plan Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+7.61%

(Cat Avg.)

3 Years

+9.99%

(Cat Avg.)

5 Years

+9.38%

(Cat Avg.)

10 Years

+8.53%

(Cat Avg.)

Since Inception

+10.33%

(Cat Avg.)

Portfolio Summaryas of 15th February 2025

Equity182.9 Cr36.63%
Debt312.12 Cr62.52%
Others4.23 Cr0.85%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Small Industries Development Bank Of IndiaBond - Corporate Bond53.66 Cr10.75%
Bajaj Housing Finance LimitedBond - Corporate Bond26.74 Cr5.36%
Mahindra & Mahindra Financial Services LtdBond - Corporate Bond26.54 Cr5.32%
Ongc Petro Additions LimitedBond - Corporate Bond26.49 Cr5.31%
Rural Electrification Corporation LimitedBond - Corporate Bond26.2 Cr5.25%
National Bank For Agriculture And Rural DevelopmentBond - Corporate Bond25.79 Cr5.17%
Hdb Financial Services LimitedBond - Corporate Bond25.65 Cr5.14%
Bharti Telecom LimitedBond - Corporate Bond25.56 Cr5.12%
6.79% Govt Stock 2034Bond - Gov't/Treasury20.6 Cr4.13%
HDFC Bank LtdEquity18.64 Cr3.73%
ICICI Bank LtdEquity14.59 Cr2.92%
Rural Electrification Corporation LimitedBond - Corporate Bond13.48 Cr2.70%
Bharti Telecom Limited 8.75%Bond - Corporate Bond10.37 Cr2.08%
7.04% Govt Stock 2029Bond - Gov't/Treasury10.28 Cr2.06%
5.63% Govt Stock 2026Bond - Gov't/Treasury10.08 Cr2.02%
Infosys LtdEquity9.65 Cr1.93%
Larsen & Toubro LtdEquity8.77 Cr1.76%
Bharti Airtel LtdEquity8.24 Cr1.65%
Axis Bank LtdEquity6.48 Cr1.30%
Reliance Industries LtdEquity5.92 Cr1.18%
HCL Technologies LtdEquity5.65 Cr1.13%
HDFC Bank LimitedBond - Corporate Bond5.35 Cr1.07%
Kotak Mahindra Investments Limited 8.3774%Bond - Corporate Bond5.33 Cr1.07%
United Spirits LtdEquity4.71 Cr0.94%
Zomato LtdEquity4.43 Cr0.89%
UltraTech Cement LtdEquity4.39 Cr0.88%
Call, Cash & Other AssetsCash - Collateral4.23 Cr0.85%
NTPC LtdEquity3.96 Cr0.79%
Sun Pharmaceuticals Industries LtdEquity3.91 Cr0.78%
State Bank of IndiaEquity3.83 Cr0.77%
Maruti Suzuki India LtdEquity3.8 Cr0.76%
Apollo Hospitals Enterprise LtdEquity3.76 Cr0.75%
Tata Motors LtdEquity3.61 Cr0.72%
PB Fintech LtdEquity3.31 Cr0.66%
GAIL (India) LtdEquity3.25 Cr0.65%
Jubilant Foodworks LtdEquity3.15 Cr0.63%
Tech Mahindra LtdEquity3.1 Cr0.62%
Crompton Greaves Consumer Electricals LtdEquity3.08 Cr0.62%
HDFC Life Insurance Co LtdEquity3.01 Cr0.60%
Eris Lifesciences Ltd Registered ShsEquity2.93 Cr0.59%
Pearl Global Industries LtdEquity2.84 Cr0.57%
IndusInd Bank LtdEquity2.82 Cr0.56%
Hindustan Unilever LtdEquity2.67 Cr0.53%
Lemon Tree Hotels LtdEquity2.21 Cr0.44%
Sapphire Foods India LtdEquity2.1 Cr0.42%
Marico LtdEquity2.02 Cr0.40%
Amara Raja Energy & Mobility LtdEquity2 Cr0.40%
Bharat Electronics LtdEquity2 Cr0.40%
Bharti Hexacom LtdEquity1.98 Cr0.40%
Oil & Natural Gas Corp LtdEquity1.96 Cr0.39%
Amber Enterprises India Ltd Ordinary SharesEquity1.96 Cr0.39%
JK Lakshmi Cement LtdEquity1.94 Cr0.39%
Prestige Estates Projects LtdEquity1.9 Cr0.38%
Intellect Design Arena Ltd.Equity1.79 Cr0.36%
Tube Investments of India Ltd Ordinary SharesEquity1.76 Cr0.35%
Tata Steel LtdEquity1.71 Cr0.34%
PNB Housing Finance LtdEquity1.59 Cr0.32%
Kirloskar Oil Engines LtdEquity1.55 Cr0.31%
Chemplast Sanmar LtdEquity1.5 Cr0.30%
SRF LtdEquity1.38 Cr0.28%
360 One Wam Ltd Ordinary SharesEquity1.35 Cr0.27%
Indus Towers Ltd Ordinary SharesEquity1.34 Cr0.27%
Piramal Pharma LtdEquity1.29 Cr0.26%
TeamLease Services LtdEquity1.23 Cr0.25%
SKF India LtdEquity1 Cr0.20%
Elecon Engineering Co LtdEquity0.83 Cr0.17%

Allocation By Market Cap (Equity)

Large Cap Stocks

25.96%

Mid Cap Stocks

4.69%

Small Cap Stocks

5.62%

Allocation By Credit Quality (Debt)

AAA

AA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services55.61 Cr11.14%
Consumer Cyclical27.17 Cr5.44%
Industrials20.53 Cr4.11%
Technology18.4 Cr3.69%
Healthcare11.9 Cr2.38%
Communication Services11.56 Cr2.32%
Basic Materials9.54 Cr1.91%
Consumer Defensive9.39 Cr1.88%
Energy7.88 Cr1.58%
Utilities7.21 Cr1.44%
Real Estate1.9 Cr0.38%

Risk & Performance Ratios

Standard Deviation

This fund

5.65%

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

0.64

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

Ajay Argal

Ajay Argal

Since October 2024

PR

Pallab Roy

Since March 2024

Anuj Tagra

Anuj Tagra

Since April 2024

RK

Rajasa Kakulavarapu

Since September 2021

Additional Scheme Detailsas of 15th February 2025

ISIN
INF090I01JZ3
Expense Ratio
1.51%
Exit Load
3.00%
Fund Size
₹499 Cr
Age
12 years 1 month
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
CRISIL Composite Bond TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Retirement Funds

Fund nameExpense RatioExit LoadFund size
1Y
Tata Retirement Savings Moderate Fund Regular Growth

Very High Risk

2.0%1.0%₹2061.76 Cr8.8%
Tata Retirement Savings Conservative Fund Regular Growth

Moderately High risk

2.2%1.0%₹168.45 Cr6.0%
Tata Retirement Savings Progressive Fund Regular Growth

Very High Risk

2.0%1.0%₹1979.06 Cr8.1%
Axis Retirement Savings Fund - Aggressive Plan Regular Growth

Very High Risk

2.3%0.0%₹825.61 Cr8.4%
Axis Retirement Savings Fund - Conservative Plan Direct Growth

High Risk

0.8%0.0%₹64.51 Cr5.6%
Axis Retirement Savings Fund - Aggressive Plan Direct Growth

Very High Risk

1.0%0.0%₹825.61 Cr9.8%
Axis Retirement Savings Fund - Dynamic Plan Regular Growth

Very High Risk

2.4%0.0%₹340.55 Cr8.9%
Axis Retirement Savings Fund - Dynamic Plan Direct Growth

Very High Risk

1.2%0.0%₹340.55 Cr10.3%
Axis Retirement Savings Fund - Conservative Plan Regular Growth

High Risk

2.2%0.0%₹64.51 Cr4.1%
Franklin India Pension Plan Regular Growth

Moderately High risk

2.3%3.0%₹499.25 Cr6.8%

About the AMC

Franklin Templeton Mutual Fund

Franklin Templeton Mutual Fund

Total AUM

₹1,09,293 Cr

Address

Indiabulls Finance Centre; Tower 2, 12th and 13th Floor, Mumbai, 400 013

Other Funds by Franklin Templeton Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Franklin India Multi-Asset Solution Fund of Funds Direct Growth

High Risk

0.5%1.0%₹61.72 Cr14.5%
Franklin India Equity Savings Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹655.00 Cr7.7%
Franklin India Overnight Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹554.57 Cr6.6%
Franklin India Floating Rate Fund Direct Growth

Moderate Risk

0.2%0.0%₹320.35 Cr9.0%
Franklin India Credit Risk Fund Direct Growth

High Risk

-3.0%₹104.00 Cr7.5%
Franklin India Money Market Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹2547.83 Cr7.8%
Templeton India Value Fund Direct Growth

Very High Risk

0.8%1.0%₹2106.97 Cr3.1%
Templeton India Equity Income Fund Direct Growth

Very High Risk

1.3%1.0%₹2340.64 Cr4.1%
Franklin India Government Securities Direct Growth

Moderate Risk

0.6%0.0%₹152.00 Cr8.0%
Franklin India Corporate Debt Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹758.60 Cr8.1%
Franklin India Pension Plan Direct Growth

Moderately High risk

1.5%3.0%₹499.25 Cr7.6%
Franklin India Short Term Income Plan Direct Growth

Moderate Risk

-0.0%₹12.51 Cr-
Franklin Asian Equity Fund Direct Growth

Very High Risk

1.7%1.0%₹243.59 Cr16.7%
Franklin India Opportunities Fund Direct Growth

Very High Risk

0.5%1.0%₹5948.48 Cr14.3%
Franklin Build India Direct Growth

Very High Risk

1.0%1.0%₹2658.84 Cr4.0%
Franklin India Bluechip Fund Direct Growth

Very High Risk

1.1%1.0%₹7408.19 Cr7.7%
Franklin India Flexi Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹17202.58 Cr7.3%
Franklin India Prima Fund Direct Growth

Very High Risk

1.0%1.0%₹11655.69 Cr11.7%
Franklin India Equity Advantage Fund Direct Growth

Very High Risk

1.3%1.0%₹3369.56 Cr9.0%
Franklin India Smaller Companies Fund Direct Growth

Very High Risk

0.9%1.0%₹12861.81 Cr-0.1%
Franklin India Focused Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹11553.45 Cr7.7%
Franklin India Taxshield Fund Direct Growth

Very High Risk

1.0%0.0%₹6438.34 Cr7.4%
Franklin India Technology Fund Direct Growth

Very High Risk

1.0%1.0%₹1959.75 Cr14.4%
Franklin India Equity Hybrid Fund Direct Growth

Very High Risk

1.0%1.0%₹2031.12 Cr8.3%
Franklin India Dynamic Asset Allo FOF Direct Growth

High Risk

0.5%1.0%₹1270.93 Cr7.0%
Franklin India NSE Nifty 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹680.95 Cr4.4%
Franklin India Feeder - Franklin U.S. Opportunities Fund Direct Growth

Very High Risk

0.6%1.0%₹3988.79 Cr25.2%
Franklin India Debt Hybrid Fund Direct Growth

Moderately High risk

0.7%0.0%₹196.69 Cr8.2%
Franklin India Feeder - Templeton European Opportunities Fund Direct Growth

Very High Risk

0.5%1.0%₹15.06 Cr10.3%
Franklin India Short Term Income Plan Segregated Portfolio 2 Direct Growth

Moderate Risk

-0.0%₹164.26 Cr309.1%
Franklin India Income Opportunities Fund Segregated Portfolio 2 Direct Growth

Moderate Risk

-0.0%₹45.54 Cr309.1%
Franklin India Low Duration Fund Segregated Portfolio 2 Direct Growth

Moderate Risk

-0.0%₹47.42 Cr308.8%
Franklin India Dynamic Accrual Fund Segregated Portfolio 2 Direct Growth

Low Risk

-0.0%₹29.52 Cr309.0%
Franklin India Credit Risk Fund Segregated Portfolio 2 Direct Growth

Very High Risk

-0.0%₹105.84 Cr309.1%
Franklin India Debt Hybrid Fund Segregated Portfolio 1 Direct Growth

Moderately High risk

0.7%0.0%--
Franklin India Short Term Income Plan Segregated Portfolio 3 Direct Growth

Low to Moderate Risk

-0.0%--
Franklin India Balanced Advantage Fund Direct Growth

High Risk

0.5%1.0%₹2487.49 Cr8.9%
Franklin India Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.2%0.0%₹590.94 Cr7.8%

Risk Level

Your principal amount will be at Moderately High risk

Moderately High risk

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The NAV of Franklin India Pension Plan Direct Growth, as of 21-Feb-2025, is ₹225.28.
The fund has generated 7.61% over the last 1 year and 9.99% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 36.63% in equities, 62.52% in bonds, and 0.85% in cash and cash equivalents.
The fund managers responsible for Franklin India Pension Plan Direct Growth are:-
  1. Ajay Argal
  2. Pallab Roy
  3. Anuj Tagra
  4. Rajasa Kakulavarapu

Fund Overview

Fund Size

Fund Size

₹499 Cr

Expense Ratio

Expense Ratio

1.51%

ISIN

ISIN

INF090I01JZ3

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

3.00%

Inception Date

Inception Date

01 Jan 2013

Risk Level

Your principal amount will be at Moderately High risk

Moderately High risk

About this fund

Franklin India Pension Plan Direct Growth is a Retirement mutual fund schemes offered by Franklin Templeton Mutual Fund. This fund has been in existence for 12 years, 1 months and 21 days, having been launched on 01-Jan-13.
As of 21-Feb-25, it has a Net Asset Value (NAV) of ₹225.28, Assets Under Management (AUM) of 499.25 Crores, and an expense ratio of 1.51%.
  • Franklin India Pension Plan Direct Growth has given a CAGR return of 10.33% since inception.
  • The fund's asset allocation comprises around 36.63% in equities, 62.52% in debts, and 0.85% in cash & cash equivalents.
  • You can start investing in Franklin India Pension Plan Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+7.61%

(Cat Avg.)

3 Years

+9.99%

(Cat Avg.)

5 Years

+9.38%

(Cat Avg.)

10 Years

+8.53%

(Cat Avg.)

Since Inception

+10.33%

(Cat Avg.)

Portfolio Summaryas of 15th February 2025

Equity182.9 Cr36.63%
Debt312.12 Cr62.52%
Others4.23 Cr0.85%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Small Industries Development Bank Of IndiaBond - Corporate Bond53.66 Cr10.75%
Bajaj Housing Finance LimitedBond - Corporate Bond26.74 Cr5.36%
Mahindra & Mahindra Financial Services LtdBond - Corporate Bond26.54 Cr5.32%
Ongc Petro Additions LimitedBond - Corporate Bond26.49 Cr5.31%
Rural Electrification Corporation LimitedBond - Corporate Bond26.2 Cr5.25%
National Bank For Agriculture And Rural DevelopmentBond - Corporate Bond25.79 Cr5.17%
Hdb Financial Services LimitedBond - Corporate Bond25.65 Cr5.14%
Bharti Telecom LimitedBond - Corporate Bond25.56 Cr5.12%
6.79% Govt Stock 2034Bond - Gov't/Treasury20.6 Cr4.13%
HDFC Bank LtdEquity18.64 Cr3.73%
ICICI Bank LtdEquity14.59 Cr2.92%
Rural Electrification Corporation LimitedBond - Corporate Bond13.48 Cr2.70%
Bharti Telecom Limited 8.75%Bond - Corporate Bond10.37 Cr2.08%
7.04% Govt Stock 2029Bond - Gov't/Treasury10.28 Cr2.06%
5.63% Govt Stock 2026Bond - Gov't/Treasury10.08 Cr2.02%
Infosys LtdEquity9.65 Cr1.93%
Larsen & Toubro LtdEquity8.77 Cr1.76%
Bharti Airtel LtdEquity8.24 Cr1.65%
Axis Bank LtdEquity6.48 Cr1.30%
Reliance Industries LtdEquity5.92 Cr1.18%
HCL Technologies LtdEquity5.65 Cr1.13%
HDFC Bank LimitedBond - Corporate Bond5.35 Cr1.07%
Kotak Mahindra Investments Limited 8.3774%Bond - Corporate Bond5.33 Cr1.07%
United Spirits LtdEquity4.71 Cr0.94%
Zomato LtdEquity4.43 Cr0.89%
UltraTech Cement LtdEquity4.39 Cr0.88%
Call, Cash & Other AssetsCash - Collateral4.23 Cr0.85%
NTPC LtdEquity3.96 Cr0.79%
Sun Pharmaceuticals Industries LtdEquity3.91 Cr0.78%
State Bank of IndiaEquity3.83 Cr0.77%
Maruti Suzuki India LtdEquity3.8 Cr0.76%
Apollo Hospitals Enterprise LtdEquity3.76 Cr0.75%
Tata Motors LtdEquity3.61 Cr0.72%
PB Fintech LtdEquity3.31 Cr0.66%
GAIL (India) LtdEquity3.25 Cr0.65%
Jubilant Foodworks LtdEquity3.15 Cr0.63%
Tech Mahindra LtdEquity3.1 Cr0.62%
Crompton Greaves Consumer Electricals LtdEquity3.08 Cr0.62%
HDFC Life Insurance Co LtdEquity3.01 Cr0.60%
Eris Lifesciences Ltd Registered ShsEquity2.93 Cr0.59%
Pearl Global Industries LtdEquity2.84 Cr0.57%
IndusInd Bank LtdEquity2.82 Cr0.56%
Hindustan Unilever LtdEquity2.67 Cr0.53%
Lemon Tree Hotels LtdEquity2.21 Cr0.44%
Sapphire Foods India LtdEquity2.1 Cr0.42%
Marico LtdEquity2.02 Cr0.40%
Amara Raja Energy & Mobility LtdEquity2 Cr0.40%
Bharat Electronics LtdEquity2 Cr0.40%
Bharti Hexacom LtdEquity1.98 Cr0.40%
Oil & Natural Gas Corp LtdEquity1.96 Cr0.39%
Amber Enterprises India Ltd Ordinary SharesEquity1.96 Cr0.39%
JK Lakshmi Cement LtdEquity1.94 Cr0.39%
Prestige Estates Projects LtdEquity1.9 Cr0.38%
Intellect Design Arena Ltd.Equity1.79 Cr0.36%
Tube Investments of India Ltd Ordinary SharesEquity1.76 Cr0.35%
Tata Steel LtdEquity1.71 Cr0.34%
PNB Housing Finance LtdEquity1.59 Cr0.32%
Kirloskar Oil Engines LtdEquity1.55 Cr0.31%
Chemplast Sanmar LtdEquity1.5 Cr0.30%
SRF LtdEquity1.38 Cr0.28%
360 One Wam Ltd Ordinary SharesEquity1.35 Cr0.27%
Indus Towers Ltd Ordinary SharesEquity1.34 Cr0.27%
Piramal Pharma LtdEquity1.29 Cr0.26%
TeamLease Services LtdEquity1.23 Cr0.25%
SKF India LtdEquity1 Cr0.20%
Elecon Engineering Co LtdEquity0.83 Cr0.17%

Allocation By Market Cap (Equity)

Large Cap Stocks

25.96%

Mid Cap Stocks

4.69%

Small Cap Stocks

5.62%

Allocation By Credit Quality (Debt)

AAA

AA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services55.61 Cr11.14%
Consumer Cyclical27.17 Cr5.44%
Industrials20.53 Cr4.11%
Technology18.4 Cr3.69%
Healthcare11.9 Cr2.38%
Communication Services11.56 Cr2.32%
Basic Materials9.54 Cr1.91%
Consumer Defensive9.39 Cr1.88%
Energy7.88 Cr1.58%
Utilities7.21 Cr1.44%
Real Estate1.9 Cr0.38%

Risk & Performance Ratios

Standard Deviation

This fund

5.65%

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

0.64

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

Ajay Argal

Ajay Argal

Since October 2024

PR

Pallab Roy

Since March 2024

Anuj Tagra

Anuj Tagra

Since April 2024

RK

Rajasa Kakulavarapu

Since September 2021

Additional Scheme Detailsas of 15th February 2025

ISIN
INF090I01JZ3
Expense Ratio
1.51%
Exit Load
3.00%
Fund Size
₹499 Cr
Age
12 years 1 month
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
CRISIL Composite Bond TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Retirement Funds

Fund nameExpense RatioExit LoadFund size
1Y
Tata Retirement Savings Moderate Fund Regular Growth

Very High Risk

2.0%1.0%₹2061.76 Cr8.8%
Tata Retirement Savings Conservative Fund Regular Growth

Moderately High risk

2.2%1.0%₹168.45 Cr6.0%
Tata Retirement Savings Progressive Fund Regular Growth

Very High Risk

2.0%1.0%₹1979.06 Cr8.1%
Axis Retirement Savings Fund - Aggressive Plan Regular Growth

Very High Risk

2.3%0.0%₹825.61 Cr8.4%
Axis Retirement Savings Fund - Conservative Plan Direct Growth

High Risk

0.8%0.0%₹64.51 Cr5.6%
Axis Retirement Savings Fund - Aggressive Plan Direct Growth

Very High Risk

1.0%0.0%₹825.61 Cr9.8%
Axis Retirement Savings Fund - Dynamic Plan Regular Growth

Very High Risk

2.4%0.0%₹340.55 Cr8.9%
Axis Retirement Savings Fund - Dynamic Plan Direct Growth

Very High Risk

1.2%0.0%₹340.55 Cr10.3%
Axis Retirement Savings Fund - Conservative Plan Regular Growth

High Risk

2.2%0.0%₹64.51 Cr4.1%
Franklin India Pension Plan Regular Growth

Moderately High risk

2.3%3.0%₹499.25 Cr6.8%

About the AMC

Franklin Templeton Mutual Fund

Franklin Templeton Mutual Fund

Total AUM

₹1,09,293 Cr

Address

Indiabulls Finance Centre; Tower 2, 12th and 13th Floor, Mumbai, 400 013

Other Funds by Franklin Templeton Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Franklin India Multi-Asset Solution Fund of Funds Direct Growth

High Risk

0.5%1.0%₹61.72 Cr14.5%
Franklin India Equity Savings Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹655.00 Cr7.7%
Franklin India Overnight Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹554.57 Cr6.6%
Franklin India Floating Rate Fund Direct Growth

Moderate Risk

0.2%0.0%₹320.35 Cr9.0%
Franklin India Credit Risk Fund Direct Growth

High Risk

-3.0%₹104.00 Cr7.5%
Franklin India Money Market Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹2547.83 Cr7.8%
Templeton India Value Fund Direct Growth

Very High Risk

0.8%1.0%₹2106.97 Cr3.1%
Templeton India Equity Income Fund Direct Growth

Very High Risk

1.3%1.0%₹2340.64 Cr4.1%
Franklin India Government Securities Direct Growth

Moderate Risk

0.6%0.0%₹152.00 Cr8.0%
Franklin India Corporate Debt Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹758.60 Cr8.1%
Franklin India Pension Plan Direct Growth

Moderately High risk

1.5%3.0%₹499.25 Cr7.6%
Franklin India Short Term Income Plan Direct Growth

Moderate Risk

-0.0%₹12.51 Cr-
Franklin Asian Equity Fund Direct Growth

Very High Risk

1.7%1.0%₹243.59 Cr16.7%
Franklin India Opportunities Fund Direct Growth

Very High Risk

0.5%1.0%₹5948.48 Cr14.3%
Franklin Build India Direct Growth

Very High Risk

1.0%1.0%₹2658.84 Cr4.0%
Franklin India Bluechip Fund Direct Growth

Very High Risk

1.1%1.0%₹7408.19 Cr7.7%
Franklin India Flexi Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹17202.58 Cr7.3%
Franklin India Prima Fund Direct Growth

Very High Risk

1.0%1.0%₹11655.69 Cr11.7%
Franklin India Equity Advantage Fund Direct Growth

Very High Risk

1.3%1.0%₹3369.56 Cr9.0%
Franklin India Smaller Companies Fund Direct Growth

Very High Risk

0.9%1.0%₹12861.81 Cr-0.1%
Franklin India Focused Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹11553.45 Cr7.7%
Franklin India Taxshield Fund Direct Growth

Very High Risk

1.0%0.0%₹6438.34 Cr7.4%
Franklin India Technology Fund Direct Growth

Very High Risk

1.0%1.0%₹1959.75 Cr14.4%
Franklin India Equity Hybrid Fund Direct Growth

Very High Risk

1.0%1.0%₹2031.12 Cr8.3%
Franklin India Dynamic Asset Allo FOF Direct Growth

High Risk

0.5%1.0%₹1270.93 Cr7.0%
Franklin India NSE Nifty 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹680.95 Cr4.4%
Franklin India Feeder - Franklin U.S. Opportunities Fund Direct Growth

Very High Risk

0.6%1.0%₹3988.79 Cr25.2%
Franklin India Debt Hybrid Fund Direct Growth

Moderately High risk

0.7%0.0%₹196.69 Cr8.2%
Franklin India Feeder - Templeton European Opportunities Fund Direct Growth

Very High Risk

0.5%1.0%₹15.06 Cr10.3%
Franklin India Short Term Income Plan Segregated Portfolio 2 Direct Growth

Moderate Risk

-0.0%₹164.26 Cr309.1%
Franklin India Income Opportunities Fund Segregated Portfolio 2 Direct Growth

Moderate Risk

-0.0%₹45.54 Cr309.1%
Franklin India Low Duration Fund Segregated Portfolio 2 Direct Growth

Moderate Risk

-0.0%₹47.42 Cr308.8%
Franklin India Dynamic Accrual Fund Segregated Portfolio 2 Direct Growth

Low Risk

-0.0%₹29.52 Cr309.0%
Franklin India Credit Risk Fund Segregated Portfolio 2 Direct Growth

Very High Risk

-0.0%₹105.84 Cr309.1%
Franklin India Debt Hybrid Fund Segregated Portfolio 1 Direct Growth

Moderately High risk

0.7%0.0%--
Franklin India Short Term Income Plan Segregated Portfolio 3 Direct Growth

Low to Moderate Risk

-0.0%--
Franklin India Balanced Advantage Fund Direct Growth

High Risk

0.5%1.0%₹2487.49 Cr8.9%
Franklin India Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.2%0.0%₹590.94 Cr7.8%

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The NAV of Franklin India Pension Plan Direct Growth, as of 21-Feb-2025, is ₹225.28.
The fund has generated 7.61% over the last 1 year and 9.99% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 36.63% in equities, 62.52% in bonds, and 0.85% in cash and cash equivalents.
The fund managers responsible for Franklin India Pension Plan Direct Growth are:-
  1. Ajay Argal
  2. Pallab Roy
  3. Anuj Tagra
  4. Rajasa Kakulavarapu
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