Formerly Franklin India Pension Plan DP
₹ 17.3364
NAV (Mar 27)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 17.3364
NAV (Mar 27)
Last 1Y | 10.7% |
Last 3Y | 3.3% |
Last 5Y | 4.7% |
Last 10Y | 6.9% |
Since Inception | 9.7% |
6 Month CAGR | 1% |
The Fund seeks to provide investors regular income under the Dividend Plan and capital appreciation under the Growth Plan.
Expense Ratio | 2.27 |
Launched (27y ago) | Mar 31, 1997 |
AUM in Crores | 493.521 |
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) | 8.4 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -0.202 |
Sharpe Ratio (5yr) | 0.053 |
YTM | 7.39 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Franklin India Pension Plan of (PIDCW-A) | 8,19,921 | 87,309 | 4.7% | |
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.
call,cash & other assets
15.5%5.63% govt stock 2026
10.1%5.74% govt stock 2026
10%mahindra & mahindra financial services ltd
5.4%bajaj housing finance limited
5.4%financial services
10.9%industrials
6%consumer cyclical
5.8%technology
4%healthcare
2.6%Fund Name | Fund Size | |
---|---|---|
₹ 2,991 cr | ||
₹ 931 cr | ||
₹ 128 cr | ||
₹ 493 cr | ||
₹ 1,895 cr |
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
10.1% | 16.6% | ||
10.1% | 16.6% | ||
10.1% | 16.6% | ||
26.5% | 16.7% | ||
25.7% | 15.1% |
Franklin India Pension Plan of (PIDCW-A) is a Retirement Fund Solution Oriented fund and has delivered an annualised return of 9.7% 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 Pallab Roy, Rajasa Kakulavarapu, Umesh Sharma, Varun Sharma.
Nav of Franklin India Pension Plan of (PIDCW-A) as of 3/27/2024 is ₹17.34 with the total AUM as of 3/28/2024 is ₹493.521. 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 Moderately 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.
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.