- Mutual Funds
- Franklin Templeton Mutual Fund
- Franklin India Pension Fund (G)
Franklin India Pension Fund (G)
₹ 212.9012
NAV (Oct 15)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 212.9012
NAV (Oct 15)
Fund Returns
Last 1Y | 18.9% |
Last 3Y | 9.4% |
Last 5Y | 10.4% |
Last 10Y | 9.4% |
Since Inception | 11.7% |
6 Month CAGR | 8.3% |
Scheme Information
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.
Expense Ratio | 2.26 |
Launched (0y ago) | 2.26 |
AUM in Crores | 526.7 |
ISIN | INF090I01510 |
Lock-in | 1825 |
Benchmark | CRISIL Short Term Debt Hybrid 60+40 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 5.4 |
Beta | 0.5 |
Sharpe Ratio | 0.8 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Franklin India Pension Fund (G) | 9,45,477 | 2,12,865 | 10.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Small Industries Devp. Bank of India Ltd.
9.8%GOI
9.5%National Bank For Agriculture & Rural Development
5.1%Bharti Telecom Ltd.
5.1%HDB Financial Services Ltd.
5.1%Allocation by Sector
Financial
9.5%Services
4.6%Technology
4.3%Energy
3.7%Healthcare
2.7%Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,200 cr | ||
₹ 2,123 cr | ||
₹ 26,417 cr | ||
₹ 4,523 cr | ||
₹ 8,029 cr |
About the AMC
Franklin Templeton Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
17.8% | 15% | ||
21.5% | 15.8% | ||
18.4% | 18.5% | ||
21.3% | 17.1% | ||
18.6% | 21.7% |
Franklin India Pension Fund (G) Review
Franklin India Pension Fund (G) is a Retirement Fund Others fund and has delivered an annualised return of 11.733% over a period of 27 years. The fund is managed by Franklin Templeton Mutual Fund. The fund managers are Anuj Tagra, Pallab Roy, Rajasa Kakulavarapu, Umesh Sharma, Varun Sharma.
Nav of Franklin India Pension Fund (G) as of 10/15/2024 is ₹212.90 with the total AUM as of 10/16/2024 is ₹526.672043. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Pension Fund (G) was launched on 1997-03-31. The category risk of the fund is null.
The minimum SIP amount for Franklin India Pension Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Franklin India Pension Fund (G)?
How to invest in Franklin India Pension Fund (G)?
You can invest in Franklin India Pension Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Franklin India Pension Fund (G)?
The minimum sip amount for Franklin India Pension Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Franklin India Pension Fund (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Franklin India Pension Fund (G)?
The expense ratio of the Franklin India Pension Fund (G) is 2.26% for regular plan.
What is the NAV of Franklin India Pension Fund (G)?
Today's Franklin India Pension Fund (G) NAV is ₹212.90.