- Mutual Funds
- Franklin Templeton Mutual Fund
- Franklin India Pension Fund (G)
Franklin India Pension Fund (G)
₹ 208.29
NAV (Apr 11)
View Less
Franklin India Pension Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment2,22,528
Wealth Gained9,55,140
Total Corpus Created (₹)
With CAGR of 10.816 % in 5 yearsHistorical NAV
₹ 208.2932
NAV (Apr 11)
Fund Returns
Last 1Y | 5.7% |
Last 3Y | 9.1% |
Last 5Y | 10.8% |
Last 10Y | 7.7% |
Since Inception | 11.4% |
6 Month CAGR | -1.8% |
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 | 2.29 % |
Launched 28Y ago | 1997-03-31 |
AUM in Crores | 505.8 |
ISIN | INF090I01510 |
Lock-in (days) | 1825 |
Benchmark | CRISIL Short Term Debt Hybrid 60+40 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 5.9 |
Beta | 0.6 |
Sharpe Ratio | 0.6 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Franklin India Pension Fund (G) | 9,55,140 | 2,22,528 | 10.8% | |
| 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.
9.83%GOI
9.54%National Bank For Agriculture & Rural Development
5.09%Bharti Telecom Ltd.
5.08%HDB Financial Services Ltd.
5.05%
Allocation by Sector
Financial
10.33%Technology
3.91%Services
3.22%Energy
3.04%Healthcare
2.32%
Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 7,713 cr | ||
₹ 64,962 cr | ||
₹ 14,724 cr | ||
₹ 9,086 cr |
About the AMC
Franklin Templeton Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
15.6% | 16.2% | ||
14.9% | 17.8% | ||
13.2% | 13.6% | ||
15% | 14.5% | ||
17.7% | 15.1% |
Franklin India Pension Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment2,22,528
Wealth Gained9,55,140
Total Corpus Created (₹)
With CAGR of 10.816 % in 5 yearsFranklin India Pension Fund (G) Review
Franklin India Pension Fund (G) is a Retirement Fund Others fund and has delivered an annualised return of 11.43% over 28 years. The fund has grown over a period of 28 years. The fund is managed by Franklin Templeton Mutual Fund. The fund managers are Ajay Argal, Anuj Tagra, Pallab Roy, Rajasa Kakulavarapu, Umesh Sharma, Varun Sharma.
Nav of Franklin India Pension Fund (G) as of 4/11/2025 is ₹208.29 with the total AUM as of 4/13/2025 is ₹505.78. 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 High.
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
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