Franklin India Pension Plan - Direct
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 Type
Open-ended
Scheme Category
Retirement
Benchmark Type
Nifty 500 Index
Scheme AUM (in Crs.)
₹ 428.78
Expense Ratio
1.7%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 109525
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Retirement |
| Benchmark Type | Nifty 500 Index |
| Scheme AUM (in Crs.) | ₹ 428.78 |
| Expense Ratio | 1.7% |
| Scheme Class | Hybrid |
| AMC AUM (in Crs.) | ₹ 109525 |
| Min Subscription | ₹ 500 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
GOI
GOI Sec
9.32
State Bank of India
Bonds
5.92
Hinduja Leyland Finance Ltd.
Debenture
4.90
Edelweiss Commodities Services Ltd.
Debenture
4.69
Vedanta Ltd.
Debenture
4.68
HDFC Bank Ltd.
Equity
3.96
KKR India Financial Services Pvt Ltd.
Debenture
3.73
Tata Steel Ltd.
Debenture
3.56
JM Financial Products Ltd.
Debenture
3.53
GOI
GOI Sec
3.53
Asset Allocation(%)
Bonds
9.39
Equity
36.92
Debenture
30.49
Cash/Net Current Assets
2.82
GOI Securities
15.64
Sector Allocation(%)
Sector
Percent
Energy
4.49
Automobile
3.19
FMCG
2.74
Metals
2.40
Financial
12.70
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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