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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	1.53%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 410
AMC AUM (in Crs.)	₹ 1,18,912
Min Addition Subscription	₹ 500

Benchmark Type

Nifty 500 Index

Exit Load

Exit load of 3.0%, if redeemed between (0-3) years. No Exit load, if redeemed after 3 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Tata Retirement Savings Moderate Fund - Direct Plan	1000	1000	5.03%
Tata Retirement Savings Conservative Fund - Direct Plan	1000	1000	6.93%

Top 10 Holdings

Company	Holding Type	Asset(%)
Call, Cash & Other Assets	Other Assets And Liabilities	23
GOVT STOCK	Bond - Gov't Treasury	19
GOVT STOCK	Bond - Gov't Treasury	7
State Bank Of India	Bond - Corporate Bond	6
KKR India Financial Services Private Limited	Bond - Corporate Bond	4
Reliance Jio Infocomm Limited	Bond - Corporate Bond	4
HDFC Bank Ltd	Equity	4
REC LIMITED	Bond - Corporate Bond	3
POWER FINANCE CORPORATION LIMITED	Bond - Corporate Bond	3
Bharti Airtel Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	28
Bond - Gov't Treasury	26
Bond - Corporate Bond	24
Other Assets And Liabilities	23

Sector Allocation(%)

Sector	Percent
Bond - Gov't Treasury	26
Bond - Corporate Bond	24
Other Assets And Liabilities	23
Financial Services	10
Basic Materials	3

Fund Manager

Sachin Padwal-Desai

13+ years of experience

Umesh Sharma

9+ years of experience

Lakshmikanth Reddy

3+ years of experience

Krishna Natarajan

1+ 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.

service@templeton.com

Phone

1800 425 4255

Address

Franklin Templeton Asset Management (India) Private Limited,Indiabulls Finance Centre; Tower 2, 12th and 13th Floor,Senapati Bapat Marg;,Elphinstone Road (W), Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m