• Mutual Funds
  • Franklin Templeton Mutual Funds
  • Franklin India Pension Plan (RIDCW-A)

Formerly Franklin India Pension Plan DR

Franklin Templeton Mutual Funds

Franklin India Pension Plan (RIDCW-A)

Solution OrientedRetirement Fund

18.1687

NAV (Jun 14)

5.3%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Scripbox Recommended Goals
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

18.1687

NAV (Jun 14)

Fund Returns

Last 1Y
18.7%
Last 3Y
9.4%
Last 5Y
9.5%
Last 10Y
9.6%
Since Inception
11.7%
6 Month CAGR
9.1%

Scheme Information

Investment Objective

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
504.747
ISIN
INF090I01536
Lock-in
5
Benchmark
CRISIL Composite Bond TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
8
Standard Deviation (5yr)
8.2
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.269
Sharpe Ratio (5yr)
0.002
YTM
7.7
Fund Managers

Pallab Roy

Fund Manager

Rajasa Kakulavarapu

Fund Manager

Umesh Sharma

Fund Manager

Varun Sharma

Fund Manager

Anuj Tagra

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Franklin India Pension Plan (RIDCW-A)70%8,32,037 99,4255.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-14

Top Stock Holdings

5.63% govt stock 2026

9.7%
9.7%

5.74% govt stock 2026

9.7%
9.7%

small industries development bank of india 7.68%

6%
6%

hdb financial services 7.5%

5.2%
5.2%

bharti telecom limited

5.2%
5.2%
See all holdings

Allocation by Sector

financial services

11.3%
11.3%

industrials

6.4%
6.4%

consumer cyclical

5.7%
5.7%

technology

3.3%
3.3%

healthcare

2.6%
2.6%
See all sectors

Comparison with Solution Oriented Funds

Fund NameFund Size
Aditya Birla Sun Life Bal Bhavishya Yojna fund (G)
Aditya Birla Sun Life Bal Bhavishya Yojna fund (G)

₹ 994 cr

₹ 123 cr

₹ 504 cr

₹ 3,102 cr

₹ 1,977 cr

amc-img

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 99,533 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,207 debt and 30 hybrid funds.amc-img
phone-img022-67519100
Fund NameScripbox Opinion
Till Date CAGR

26.1%

17.1%

21.9%

18.4%

20.7%

14.8%

21.2%

21.6%

23.7%

15.5%

Franklin India Pension Plan (RIDCW-A) Review

Franklin India Pension Plan (RIDCW-A) is a Retirement Fund Solution Oriented fund and has delivered an annualised return of 9.8% over a period of 27 years. The fund was previously known as Franklin India Pension Plan DR. The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Anuj Tagra, Pallab Roy, Rajasa Kakulavarapu, Umesh Sharma, Varun Sharma.

Nav of Franklin India Pension Plan (RIDCW-A) as of 6/14/2024 is ₹18.17 with the total AUM as of 6/16/2024 is ₹504.747. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Pension Plan (RIDCW-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 (RIDCW-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 (RIDCW-A)?

Franklin India Pension Plan (RIDCW-A) is a Retirement Fund Solution Oriented scheme predominantly investing across Solution Oriented instruments with an investment objective to generate wealth over the long term.

How to invest in Franklin India Pension Plan (RIDCW-A)?

You can invest in Franklin India Pension Plan (RIDCW-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 (RIDCW-A)?

The minimum sip amount for Franklin India Pension Plan (RIDCW-A) is ₹0. You can invest in multiples of ₹5000.

Is Franklin India Pension Plan (RIDCW-A) good to invest in?

As per Scripbox experts, Franklin India Pension Plan (RIDCW-A) is a Not Reviewed Yet fund. You can investFranklin India Pension Plan (RIDCW-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 (RIDCW-A)?

The expense ratio of the Franklin India Pension Plan (RIDCW-A) is 2.27% for regular plan.