Franklin India Pension Plan Add to compare
132.747
-0.1113
(-0.08%)
1 day change as on 10 Jul 2020
Investment Objective: The Fund seeks to provide investors regular income under the Dividend Plan and capital appreciation under the Growth Plan.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 410.62
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Exit Load is 3% 500
Launch Date Fund Manager Last Dividend
31-03-1997 Sachin Padwal-Desai,Umesh Sharma,Lakshmikanth Reddy,Krishna Prasad Natarajan 0.00
Benchmark Email / Website Bonus
Nifty 500, CRISIL Composite Bond Fund Index service@templeton.com / www.franklintempletonindia.com
AMC Name
Franklin Templeton Asset Management (India) Pvt. Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Franklin India Pension Plan 417.31 2.96 6.59 -1.40 3.06 4.16 6.12 11.74
ICICI Prudential Retirement Fund - Pure Debt Plan 404.46 2.09 6.04 7.01 11.19 -- -- 11.93
Aditya Birla Sun Life Retirement Fund - The 50s Plan 29.48 1.41 5.06 6.21 8.36 -- -- 8.38
Tata Retirement Savings Fund - Conservative Plan 137.89 3.18 7.54 2.93 6.85 5.51 7.53 9.21
Aditya Birla Sun Life Retirement Fund - The 50s Plus-Debt Plan 63.12 1.18 3.72 4.66 6.67 -- -- 6.82
ICICI Prudential Retirement Fund - Hybrid Conservative Plan 58.66 3.24 7.76 3.01 6.28 -- -- 7.59
Top 10 Holdings
Company Name Sector Name Asset %
Cash Management Bill (84D) Sovereign 10.74
7.27 GOI Apr 8 2026 Sovereign 6.77
Cash Current Assets 6.65
9 State Bank of India Financial Services 6.09
5.79 GOI May 11 2030 Sovereign 5.71
 
Company Name Sector Name Asset %
6.95 Housing Development Finance Corporation Ltd. Apr 27 2023 Financial Services 4.95
Bank of Baroda Financial Services 4.69
KKR India Financial Services Private Ltd. Financial Services 4.44
HDFC Bank Ltd. Financial Services 4.04
9.25 Reliance Industries Ltd. Jun 16 2024 Energy 3.97
AUM Movement
Asset Allocation