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Franklin India Pension Plan - Direct Plan

The Fund seeks to provide investors regular income under the Dividend Plan and capital appreciation under the Growth Plan.

Suitability

This product is suitable for investors who are seeking

• This product is suitable for Investors who are seeking

• Long term capital appreciation.

• A hybrid fund investing up to 40% in equities and the balance in high quality fixed income instruments

Fund Info

Scheme Class	Hybrid
Scheme Category	Retirement
Expense Ratio	1.46%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 517
AMC AUM (in Crs.)	₹ 1,18,912
Min Addition Subscription	₹ 500

Benchmark Type

Exit Load

Lock-in of five years or till retirement

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Tata Retirement Savings Moderate Fund - Direct Plan	1000	1000	13.87%
Tata Retirement Savings Conservative Fund - Direct Plan	1000	1000	8.07%

Top 10 Holdings

Company	Holding Type	Asset(%)
Small Industries Development Bank of India 7.68%	Bond - Corporate Bond	10
5.63% Govt Stock 2026	Bond - Gov't Treasury	10
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	5
Bharti Telecom Limited	Bond - Corporate Bond	5
HDB Financial Services 7.5%	Bond - Corporate Bond	5
Bajaj Housing Finance Limited	Bond - Corporate Bond	5
Ongc Petro Additions Limited	Bond - Corporate Bond	5
Mahindra & Mahindra Financial Services Ltd	Bond - Corporate Bond	5
Rural Electrification Corporation Limited	Bond - Corporate Bond	5
HDFC Bank Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	47
Equity	39
Bond - Gov't Treasury	13
Cash - Collateral	1

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	47
Bond - Gov't Treasury	13
Financial Services	11
Consumer Cyclical	7
Industrials	5

Fund Manager

Pallab Roy

0+ years of experience

Anuj Tagra

0+ years of experience

Varun Sharma

1+ years of experience

Rajasa Kakulavarapu

2+ years of experience

Franklin Templeton Mutual Fund

AUM₹1,18,912 Cr

About

The firm specializes in conservatively managed mutual funds. It offers products under the Franklin, Templeton, Mutual Series and Fiduciary brand names. Like other large investment companies, the firm offers a wide variety of funds but is traditionally best known for bond funds under the Franklin brand, international funds under the Templeton brand, and value funds under the Mutual Series brand.##With more than 600 investment professionals in 28 countries around the world, Franklin Templeton is uniquely positioned to look beyond the largest or most visible securities in each market to spot smart global investments that meet their rigorous investment criteria.##Franklin Templeton association with India dates back to over 2 decades as an investor. As part of the group major thrust on investing in markets around the world, the India office was set up in 1996 as Templeton Asset Management India Pvt. Limited.

Phone

1800 425 4255

Address

Indiabulls Finance Centre; Tower 2, 12th and 13th Floor,Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013, - 400013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m