- Mutual Funds
- Franklin Templeton Mutual Funds
- Franklin India Pension Plan of (PIDCW-A)
Formerly Franklin India Pension Plan DP
Franklin India Pension Plan of (PIDCW-A)
₹ 17.1834
NAV (Oct 03)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.1834
NAV (Oct 3)
Fund Returns
Last 1Y | 2.2% |
Last 3Y | 6.7% |
Last 5Y | 4.8% |
Last 10Y | 7.7% |
Since Inception | 9.8% |
6 Month CAGR | 9.4% |
Scheme Information
The Fund seeks to provide investors regular income under the Dividend Plan and capital appreciation under the Growth Plan.
Expense Ratio | 2.27 |
Launched (26y ago) | Mar 31, 1997 |
AUM in Crores | 475.559 |
ISIN | INF090I01528 |
Lock-in | 5 |
Benchmark | CRISIL Composite Bond TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 8.1 |
Standard Deviation (5yr) | 8.2 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.252 |
Sharpe Ratio (5yr) | 0.005 |
YTM | 7.41 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Franklin India Pension Plan of (PIDCW-A) | 8,21,924 | 89,312 | 4.8% | |
| 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
call,cash & other assets
12.8%5.63% govt stock 2026
10.6%5.74% govt stock 2026
10.3%mahindra & mahindra financial services ltd
5.4%bajaj housing finance limited
5.4%Allocation by Sector
financial services
11.8%industrials
7%consumer cyclical
5.2%technology
4%consumer defensive
2.3%Comparison with Solution Oriented Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 2,604 cr | ||
₹ 802 cr | ||
₹ 475 cr | ||
₹ 168 cr | ||
₹ 297 cr |
About the AMC
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
2.8% | 14.7% | ||
2.8% | 14.7% | ||
2.8% | 14.7% | ||
36.5% | 16.4% | ||
29.5% | 14.1% |
Franklin India Pension Plan of (PIDCW-A) Review
Franklin India Pension Plan of (PIDCW-A) is a Retirement Fund Solution Oriented fund and has delivered an annualised return of 9.8% over a period of 26 years. The fund was previously known as Franklin India Pension Plan DP. The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Anand Radhakrishnan, Rajasa Kakulavarapu, Sachin Padwal-Desai, Umesh Sharma, Varun Sharma.
Nav of Franklin India Pension Plan of (PIDCW-A) as of 10/3/2023 is ₹17.18 with the total AUM as of 10/4/2023 is ₹475.559. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Pension Plan of (PIDCW-A) was launched on Mar 31, 1997. The category risk of the fund is High Risk.
The minimum SIP amount for Franklin India Pension Plan of (PIDCW-A) is ₹0 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 Plan of (PIDCW-A)?
How to invest in Franklin India Pension Plan of (PIDCW-A)?
You can invest in Franklin India Pension Plan of (PIDCW-A) 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 Plan of (PIDCW-A)?
The minimum sip amount for Franklin India Pension Plan of (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Franklin India Pension Plan of (PIDCW-A) good to invest in?
As per Scripbox experts, Franklin India Pension Plan of (PIDCW-A) is a Not Reviewed Yet fund. You can investFranklin India Pension Plan of (PIDCW-A) fund 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 Plan of (PIDCW-A)?
The expense ratio of the Franklin India Pension Plan of (PIDCW-A) is 2.27% for regular plan.