Launched on 1997-03-03T00:00:00, the Franklin India Pension Plan-Growth has 505.78 Cr in AUM (Assets Under Management) as on 18-04-25 08:30:292 IST. This fund is a/an hybrid balanced hybrid with a CRISIL rating of  stars. As on 2025-03-31, this mutual fund has an NAV (Net Asset Value) of 212.07. Furthermore, the portfolio turnover ratio is as on 18-04-25 08:30:292 IST. The fund holds CRISIL Short Term Debt Hybrid 60+40 Index  as its benchmark index. The minimum amount that one can invest in the fund is . The fund has an  Exit load of 3% if redeemed before the age of 58 yrs..The risk rating of this fund is HGH.

Franklin India Pension Plan-Growth

hybrid

balanced hybrid

by Value Research

AUM : ₹ 505.78 Cr

Investment Returns Calculator

SIP
Lumpsum
I Want To Save

₹ 100 ₹ 100000
Tenure
Years
1 Y 5 Y
I Want To Save

₹ 500 ₹ 50000
Tenure
Years
1 Y 5 Y

ROI Data Not Available

Your Investment Would Have Become

Estimated Growth

Total Investment:

₹ NA

Estimated Returns:

₹ NA

Future Value

₹ NA

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Returns

Tenure Fund Return Category Average Rank Within Category
1 Year 8.12% 17.82% 6/20
3 Years 9.72% 11.64% 3/20
5 Years 11.06% 10.39% 4/20
10 Years 7.87% 10.98% 4/20

Top Scheme Holding

Sectors
Companies
Others
11.18 %
Financial
10.47 %
Technology
3.84 %
Energy
3.3 %
Services
3.26 %
Healthcare
2.54 %
Construction
2.23 %
Others
21.74 %
7.68% Small Industries 10/08/2027
9.98 %
7.48% National Bank Agr. Rur. Devp 15/09/2028
8.96 %
7.90% Bajaj Housing Finance 28/04/2028
5.35 %
8.39% ONGC Petro Additions 28/06/2027
5.31 %
Mahindra And Mahindra Financial Services 21/05/2026
5.3 %
7.64% REC 30/06/2026
5.25 %
HDFC Bank
3.98 %
ICICI Bank
3.09 %
Larsen And Toubro
1.87 %
Infosys
1.77 %
Bharti Airtel
1.65 %
Axis Bank
1.63 %

Fund Managment

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Fund Managment

Mutual funds are handled by professional fund managers, who strategise, analyse, and plan investment activities, to determine ideal securities to invest in as per an individual’s investment objectives.

Ajay Argal
Ajay Argal Managing Since: 2024
Rajasa Kakulavarapu
Rajasa Kakulavarapu Managing Since: 2021
Pallab Roy
Pallab Roy Managing Since: 2024
Anuj Tagra
Anuj Tagra Managing Since: 2024

About this Fund

Scheme Details
Launch Date : 03 March, 1997
Fund Type : hybrid
Category : balanced hybrid
AUM : ₹ 505.78 Cr
Riskometer
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Riskometer

A riskometer can calculate the risk rate of a mutual funds investment. It is presented in a graph to help understand the risk that comes with a potential investment.

Investors understands that their principal will be at Risko Green Text.
Disclaimer

Investment Advisory

 

Bajaj Finserv Direct Ltd. (“BFDL”) is a licensed registered investment adviser (SEBI Registration no. INA000016083 & BASL Registration no.1022). recognized by Security Exchange Board of India (“SEBI”), having its Corporate Address: 4th Floor, B2 Building, Cerebrum IT Park, Kumar City, Kalyani Nagar, Pune – 411014. The Services offered on the Site by BFDL does not constitute investment advice in any manner whatsoever. Investment in securities market are subject to market risks. Users are requested to read all the related documents carefully before investing. Registration granted by SEBI (INA000016083), membership of BASL (1022) and certificate obtained from NISM,  in no way guarantees performance of the intermediary or provide any assurance of returns to investors.

 

Mutual funds

 

Bajaj Finserv Direct Ltd. (“BFDL”) has entered into a referral arrangement with Bajaj Finance Limited (“BFL”) which is registered with Association of Mutual Funds in India ("AMFI") as a distributor of mutual funds with ARN No:90319 which enables BFDL to facilitate Indian residents, to invest in Regular Mutual Funds plan. The Users using the Site, shall be redirected to the platform of BFL and the User shall be bound by the terms and conditions of BFL as applicable to such User.

 

The Services offered on the Site does not constitute investment advice in any manner whatsoever. Please read the scheme information and other related documents carefully before investing and obtain expert professional advice with regards to specific legal, tax, and consequences of investments and risk factors.

Minimum investment Amount

Min. SIP Amount

NA

Min. Lumpsum Amount

₹500

Min. Additional Amount

₹500

Expense Ratio/Exit Load/Taxation

Expense Ratio

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Expense Ratio

This ratio refers to the fee charged by the AMC for managing your mutual fund.

2.29 %

Exit Load

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Exit load of 3% if redeemed before the age of 58 yrs.

Taxation

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Taxation

STCG Taxation:    15% + surcharge at 10% or 15% with 4% health and education cess  Individual: 17.94%; HUF: 17.16%  LTCG Taxation:  10% without indexation or benefit for foreign currency conversion  Surcharge: 10% or 14% with 4% health and education cess  Individual: 11.96% ; HUF: 11.44%

Hybrid STCG: Income Tax Slab Rate of Investor%Up to 36 months

Hybrid TCG: Investor’s income tax slab rate%More than 36 months

Investment Objective

Franklin India Pension Plan-Growth

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.

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