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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	1.54%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 449
AMC AUM (in Crs.)	₹ 1,18,912
Min Addition Subscription	₹ 500

Benchmark Type

Nifty 500 Index

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	10.35%
Tata Retirement Savings Conservative Fund - Direct Plan	1000	1000	7.03%

Top 10 Holdings

Company	Holding Type	Asset(%)
5.15% Govt Stock 2025	Bond - Gov't Treasury	12
5.63% Govt Stock 2026	Bond - Gov't Treasury	11
91 Dtb 09062022	Bond - Gov't Treasury	6
ICICI Securities Limited	Cash - Commercial Paper	6
Call, Cash & Other Assets	Cash	5
Housing Development Finance Corporation Ltd	Bond - Corporate Bond	5
Kotak Mahindra Prime Limited	Cash - Commercial Paper	4
Reliance Industries Limited	Bond - Corporate Bond	4
Tata Capital Financial Services Limited	Cash - Commercial Paper	3
ICICI Bank Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	40
Bond - Gov't Treasury	30
Cash - Commercial Paper	13
Bond - Corporate Bond	12
Cash	5

Sector Allocation(%)

Sector	Percent
Bond - Gov't Treasury	30
Financial Services	13
Cash - Commercial Paper	13
Bond - Corporate Bond	12
Cash	5

Fund Manager

Rajasa Kakulavarapu

0+ years of experience

Umesh Sharma

11+ years of experience

Anand Radhakrishnan

0+ years of experience

Sachin Padwal-Desai

15+ 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 CENTER TOWER 2, 12TH,SANAPATI BAPAT MARG, ELPHINSTONE (WEST), -

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m