Franklin India Pension Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Debt-oriented Aggressive
Benchmark Type
Nifty 500 Index
Scheme AUM (in Crs.)
₹ 421.00
Expense Ratio
1.56%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 110400
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
125.6397
(0.18 %)
NAV as on 2018-11-14
Returns
Fund
Franklin India Pension Fund - Direct Plan
1 Year
1.32%
3 Year
7.56%
5 Year
12.47%
AMC Details
amc launch date
Launch Date
19 Feb 1996
amc sponsor
Sponsor
NA
amc email
Email
services@franklintempleton.com
amc phone
Phone
022 - 67519100
amc address
Address
Indiabulls Finance Centre, Tower 2, 12th and 13th Floor, Senapati Bapat Marg, Elphinstone Road West, Mumbai 400013
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 3% if redeemed before the age of 58 yrs.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme seeks to generate steady returns along with tax savings through a portfolio of upto 40% in equities with the balance invested in fixed income instruments. This is to ensure relative stability and deliver superior returns.
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,023
Portfolio Value
23
Total Returns