What is the NAV of Franklin India Pension Plan?
The Current NAV of Franklin India Pension Plan is ₹238.27, as of 13th June 2025What are the returns of Franklin India Pension Plan?
The Franklin India Pension Plan has been there since 1st January 2013- 1 Year Returns: 8.24
- 3 Year Returns: 13.60
- 5 Year Returns: 11.84
What are the top 5 sectors holdings of Franklin India Pension Plan?
The top sectors Franklin India Pension Plan has invested in are as for 1st 01 2013 are as follows -- Public Banks | 29.22%
- Home Financing | 12.60%
- Others | 12.58%
- Private Banks | 9.03%
- Specialized Finance | 6.09%
What are the top 5 holdings Franklin India Pension Plan?
The top 5 holdings for Franklin India Pension Plan are- 7.68% Small Industries Development Bank Of India (10-Aug-2027) ** | 9.94%
- 7.48% National Bank For Agriculture & Rural Development (15-Sep-2028) | 8.98%
- 7.90% LIC Housing Finance Ltd (23-Jun-2027) ** | 5.25%
- 7.90% Bajaj Housing Finance Ltd (28-Apr-2028) ** | 4.94%
- 7.03% National Bank for Financing Infrastructure and Development (08-Apr-2030) ** | 4.91%
What is the asset allocation of Franklin India Pension Plan?
The Franklin India Pension Plan is a plan that invests- Corporate Debt | 52.46%
- Equity | 37.96%
- Certificate of Deposit | 4.56%
- Government Securities | 4.00%
- Cash & Equivalents | 1.01%
How to invest in Franklin India Pension Plan?
If you wish to invest in Franklin India Pension Plan Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Franklin India Pension Plan
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Franklin India Pension Plan is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Franklin India Pension Plan?
The AUM of Franklin India Pension Plan is 521.25 Cr as of 13th June 2025What is the expense ratio of Franklin India Pension Plan Plan?
The expense ratio of Franklin India Pension Plan Plan is 1.46How to exit Franklin India Pension Plan?
If you have invested in Franklin India Pension Plan, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.Is there any lock-in period for Franklin India Pension Plan Plan?
There is a lock in period of 5 for Franklin India Pension PlanWhat is the alpha of Franklin India Pension Plan?
The alpha ratio for the Franklin India Pension Plan is 0.42
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Franklin India Pension Plan?
The volatility or standard deviation for the Franklin India Pension Plan is 5.51
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Franklin India Pension Plan?
The sharpe ratio for the Franklin India Pension Plan is 0.72
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Franklin India Pension Plan?
The Sortino ratio for the Franklin India Pension Plan is 0.08
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Franklin India Pension Plan?
The PE ratio (price-to-earnings) of the Franklin India Pension Plan is N/A while category PE ratio is N/A1. Test MF FAQ for Mutual Fund Franklin India Pension Plan Shares?
The Current NAV of Franklin India Pension Plan is ₹238.27, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Franklin India Pension Plan Plan?
There is a lock in period of 5 for Franklin India Pension Plan
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Franklin India Pension Plan Direct Growth
Growth
238.270.29% (-0.70)
High
—
—
Low
—
—
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
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Franklin India Pension Plan Performance & Key Metrics
Franklin India Pension Plan Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.46 | 6.78 | 0.72 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.60 | 6.58 | 0.60 |
Franklin India Pension Plan Scheme InfoFranklin India Pension Plan Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 5 yrs | 3.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| CRISIL Short Term Debt Hybrid 60+40 Index |
About Solution Oriented - Retirement Fund
About Solution Oriented - Retirement Fund
Solution Oriented,Retirement Fund invest in high-risk stocks since the objective of the fund is to create a corpus for retirement. However, the lock-n-period is relatively higher than other funds as these funds are long term in nature.
Franklin India Pension Plan Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Franklin India Pension Plan Peers & Comparison
Comparing 3 mutual funds from
OtherSolution Oriented - Retirement Fund
OtherSolution Oriented - Retirement Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Franklin India Pension Plan | 8.24% | 13.60% | 10.55% |
| UTI Retirement Fund | — | — | — |
| Nippon India Retirement Fund-Wealth Creation | 3.85% | 22.81% | 11.79% |
| SBI Retirement Benefit Fund-Aggressive Plan | 1.28% | 20.11% | 18.62% |
Franklin India Pension Plan Returns Comparison
Compare Franklin India Pension Plan with any MF, ETF, stock or indexCompare Franklin India Pension Plan with any MF, ETF, stock or index
Franklin India Pension Plan
Hmm, looks like data is unavailable here. Please come back after some timeFranklin India Pension Plan Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Franklin India Pension Plan Asset Allocation
Franklin India Pension Plan Asset Allocation
Actual
Target
Sep 2024
Dec 2024
Mar 2025
May 2025
Sep 2024
Dec 2024
Mar 2025
May 2025
Franklin India Pension Plan Sector Distribution
Franklin India Pension Plan Sector Distribution
Sep 2024
Dec 2024
Mar 2025
May 2025
Franklin India Pension Plan Sector Weightage
Franklin India Pension Plan Sector Weightage
Public Banks
Public Banks as a % of total holdings for last six quarters
Franklin India Pension Plan Current Holdings
Franklin India Pension Plan Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
4.10 %
0.23 %Holdings
3.21 %
0.38 %Holdings
1.91 %
0.17 %
AMC Profile of Franklin India Pension Plan
AMC Profile of Franklin India Pension Plan
Franklin Templeton Investments began its operations in India back in 1996 under the name Templeton Asset Management India Pvt. Ltd. The trust, Franklin Templeton Mutual Fund, is registered with SEBI under the registration number MF/026/96/8.
Franklin Templeton Investments began its operations in India back in 1996 under the name Templeton Asset Management India Pvt. Ltd. The trust, Franklin Templeton Mutual Fund, is registered with SEBI under the registration number MF/026/96/8.
No.of Schemes
34
Total AUM
₹ 1,12,404.90 Cr.
Franklin India Pension Plan Manager Details
Franklin India Pension Plan Manager Details
Franklin India Pension Plan Manager Profile
Franklin India Pension Plan Manager Profile
Anuj Tagra
AUM: ₹4,887.43 Cr.
|
Exp: —
Pallab Roy
AUM: ₹4,938.74 Cr.
|
Exp: 12yrs
Rajasa Kakulavarapu
AUM: ₹37,638.10 Cr.
|
Exp: 13yrs
Ajay Argal
AUM: ₹27,814.65 Cr.
|
Exp: 16yrs
Franklin India Pension Plan Manager Performance (0)
Franklin India Pension Plan Manager Performance (0)
Other: Solution Oriented - Retirement Fund
Franklin India Pension Plan Tax Implications
Franklin India Pension Plan Tax Implications
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Investment frequency
Monthly
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Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
₹10 Lakh - ₹12 Lakh
+
-
Returns can't be withdrawn/realised during the lock-in period. Tax is only applicable on realised gains.
You make
(unrealised)
Franklin India Pension Plan Review & Opinions
Franklin India Pension Plan Review & Opinions
The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%