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 Class | Hybrid |
| Scheme Category | Retirement |
| Benchmark Type | Nifty 500 Index |
| Expense Ratio | 1.58% |
| Min subscription | ₹ 500 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 445 |
| AMC AUM (in Crs.) | ₹ 1,18,912 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 10.96% | |
| 1000 | 1000 | 8.96% | |
| 1000 | 1000 | 10.96% | |
| 500 | 500 | 8.54% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 8.31% | |
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 11.29% | |
| 1000 | 1000 | 12.22% | |
| 1000 | 1000 | 9.57% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Call, Cash & Other Assets | Other Assets And Liabilities | 12 |
| Rural Electrification Corporation Limited | Bond - Corporate Bond | 6 |
| State Bank Of India | Bond - Corporate Bond | 6 |
| Hinduja Leyland Finance Limited | Bond - Corporate Bond | 5 |
| Edelweiss Commodities Services Limited | Bond - Corporate Bond | 4 |
| Vedanta Limited | Bond - Corporate Bond | 4 |
| HDFC Bank Ltd | Equity | 4 |
| KKR India Financial Services Private Limited | Bond - Corporate Bond | 4 |
| Axis Bank Ltd | Equity | 4 |
| Tata Steel Limited | Bond - Corporate Bond | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Corporate Bond | 49 |
| Equity | 34 |
| Other Assets And Liabilities | 12 |
| Bond - Gov't Treasury | 5 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Corporate Bond | 49 |
| Other Assets And Liabilities | 12 |
| Banks - Regional - Asia | 11 |
| Bond - Gov't Treasury | 5 |
| Oil & Gas Refining & Marketing | 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.
Email
Phone
1800 425 4255
Address
Indiabulls Finance Centre; Tower 2, 12th and 13th Floor,Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013, - 400013
Franklin Templeton Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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