Franklin India Pension Plan - Investment Information

Retirement Funds
Moderately High

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₹213.11 (0.35%)
Current NAV 03-12-2024
16.76%
Returns
Min. SIP ₹500

Min. Investment ₹500

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Overview Returns Risk Portfolio Investment Details

Fund Suitability Test

Investment 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 reletive stability and deliver superior returns.

Basic Details

Key Information About Investing Details.

CategoryRetirement Funds
KRACAMS
Inv. PlanGrowth
Launched In31-Mar-97
BenchmarkBSE India Bond Index
Fund TypeOpen Ended
Fund HouseFranklin Templeton Mutual Fund

Investment Details

Check the Fund’s General Information

Fund size514.57 Cr.
Min. Investment₹ 500
Min. Sip Inv.₹ 500
Min. Addl Inv.₹ 500
Expense Ratio2.27%
Turn over24.24%
Exit LoadExit load of 3% if redeemed before the age of 58 yrs.

Fund Managers

Details of Managers and their Experience

Rajasa Kakulavarapu

Fund Manage : 10

Total AUM. : ₹28,545 Cr.

Umesh Sharma

Fund Manage : 8

Total AUM. : ₹9,090 Cr.

Varun Sharma

Fund Manage : 10

Total AUM. : ₹17,704 Cr.

AMC Office Information

Registered Office of Mutual Fund Company

AMCFranklin Templeton Mutual Fund
Emailservices@franklintempleton.com
Office No 022-67519100
Websitehttps://www.franklintempletonindia.com
AddressOne International Centre, Tower 2, 12th & 13th Floor, Senapati Bapat Marg, Elphinstone (West) Mumbai 400013

Is this right fund for you?

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What is your investing style?

Aggressive
Quality
Conservative

Frequently Asked Questions

What is a mutual fund?

In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.

What are the benefits of investing in funds?

Investing allows us with an opportunity to earn higher returns on our investment with minimal risks. It grows the capital invested in the long-term and provides a systematic way to secure one’s future.

Do mutual funds generate income?

Investing in funds is a great way to build capital. Long-term investments have proven to be a successful tool to create generational wealth. Deep analysis of the market and risk tolerance can help investors to earn good returns and generate income as well.

How many types of mutual funds are there?

There are several types of funds such as: • Equity funds, primary investment in stocks and equity shares. Subcategories include large-cap, mid-cap, small-cap funds. • Debt funds • Money market funds • Hybrid funds • Specialized funds

Who gets your money in mutual funds?

The income generated on the funds is the interest gained on the invested amount which is fairly distributed among the investors.