Franklin India Pension Plan - IDCW Franklin India Pension Plan - IDCW

Franklin India Pension Plan - IDCW

  • Current NAV

    ₹17.94 0.017%

    24-05-2024
  • Annual Returns

    18.8%

  • Min. SIP ₹500

    Min. Investment ₹500

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Calculate SIP Returns of Franklin India Pension Plan - IDCW

Monthly SIP Target Amount

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Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W 0.84% 1.1% 0.29%
1M 2.06% 2.69% 1.27%
3M 3.31% 4.72% 1.92%
6M 10.56% 13.86% 5.1%
1Y 18.8% 25.51% 7.29%
2Y 13.58% 17.72% 8.08%
3Y 8.65% 12.73% 5.93%
5Y 8.12% 11.55% 7.56%
ALL 10.08% 12.46% 8.74%

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Risk scale

Moderately High

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Fund Managers

Rajasa Kakulavarapu
Rajasa Kakulavarapu

Fund Manage - 10

Total AUM. - 28545Cr.

Umesh Sharma
Umesh Sharma

Fund Manage - 8

Total AUM. - 9090Cr.

Varun Sharma
Varun Sharma

Fund Manage - 10

Total AUM. - 17704Cr.

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Portfolio Analysis

Equity39.44% Debt58% Others2.57%

Market Cap

Top 5 Sectors

Financial

Services

Energy

Technology

Capital Goods

Top 5 Companies

ICICI Bank Ltd.

HDFC Bank Ltd.

Larsen & Toubro Ltd.

Infosys Ltd.

Axis Bank Ltd.

Market Cap

Top 5 Sectors

Financial

Sovereign

Communication

Energy

Top 5 Companies

5.74% GOI 15/11/2026

5.63% GOI 12/04/2026

7.68% Small Industries Devp. Bank of India Ltd. 10/08/2027

Mahindra & Mahindra Financial Services Ltd.% 21/05/2026

7.5% National Bank For Agriculture & Rural Development

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From Franklin Templeton Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
Franklin Build India Fund Growth Plan 8.03% 13.45% 40.44% 83.6% 25.53%
Franklin India Opportunities Fund - Growth 8.49% 15.4% 40.8% 78.71% 25.11%
Franklin India Smaller Companies Fund-Growth 4.57% 8.45% 21.27% 57.68% 25.11%
Franklin India Prima Fund-Growth 7.1% 9.98% 25.41% 52.5% 20.51%
Franklin India Technology Fund-Growth 0.25% 0.98% 18.13% 51.23% 23.94%
Templeton India Equity Income Fund-Growth Plan 4.39% 4.5% 29.27% 46.49% 23.49%
Franklin India ELSS Tax Saver Fund-Growth 3.7% 6.13% 23.68% 46.41% 18.53%
Templeton India Value Fund - Growth Plan 5.28% 6.65% 26.13% 46.12% 22%
See More About Franklin Templeton Mutual Fund

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3Y Returns31.11%

AUM 11398Cr.

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Frequently Asked Questions

What is the current NAV of Franklin India Pension Plan - IDCW?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Franklin India Pension Plan - IDCW as of 24-05-2024 is 17.9380.

What is the expense ratio of Franklin India Pension Plan - IDCW?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of Franklin India Pension Plan - IDCW?

Franklin performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of Franklin India Pension Plan - IDCW?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Franklin India Pension Plan - IDCW is Rs 489.2 Crs.

Is Franklin India Pension Plan - IDCW a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in Franklin India Pension Plan - IDCW?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of Franklin India Pension Plan - IDCW?

The fund's top 5 holdings are in Bajaj holdings and investment Financial, Services, Energy, Technology, Capital Goods.

How to start online SIP in Franklin India Pension Plan - IDCWs?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in Franklin India Pension Plan - IDCW?

Redeeming your investments in Franklin India Pension Plan - IDCW is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Umesh Sharma, Varun Sharma, Rajasa Kakulavarapu, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

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