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 |
| Benchmark Type | Nifty 500 Index |
| Expense Ratio | 1.43% |
| Min subscription | ₹ 500 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 455 |
| AMC AUM (in Crs.) | ₹ 1,18,912 |
| Min Addition Subscription | ₹ 500 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 13.23% | |
| 1000 | 1000 | 8.61% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| PIPELINE INFRASTRUCTURE PRIVATE LIMITED | Bond - Corporate Bond | 9 |
| GOVT STOCK | Bond - Gov't Treasury | 6 |
| GOVT STOCK | Bond - Gov't Treasury | 6 |
| State Bank Of India | Bond - Corporate Bond | 6 |
| HDFC Bank Ltd | Equity | 4 |
| KKR India Financial Services Private Limited | Bond - Corporate Bond | 4 |
| Reliance Jio Infocomm Limited | Bond - Corporate Bond | 3 |
| REC LIMITED | Bond - Corporate Bond | 3 |
| Axis Bank Ltd | Equity | 3 |
| Tata Steel Limited | Bond - Corporate Bond | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Corporate Bond | 49 |
| Equity | 33 |
| Bond - Gov't Treasury | 15 |
| Other Assets And Liabilities | 3 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Corporate Bond | 49 |
| Bond - Gov't Treasury | 15 |
| Financial Services | 13 |
| Basic Materials | 4 |
| Consumer Cyclical | 3 |
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.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m