Franklin India Pension Plan Add to compare
126.551
-0.014
(-0.01%)
1 day change as on 20 Aug 2019
Investment Objective: The Fund seeks to provide investors regular income under the Dividend Plan and capital appreciation under the Growth Plan.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 440.47
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Exit Load is 3% 500
Launch Date Fund Manager Last Dividend
31-03-1997 Sachin Padwal-Desai,Umesh Sharma,Lakshmikanth Reddy,Krishna Prasad Natarajan 0.00
Benchmark Email / Website Bonus
Nifty 500, CRISIL Composite Bond Fund Index service@templeton.com / www.franklintempletonindia.com
AMC Name
Franklin Templeton Asset Management (India) Pvt. Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Franklin India Pension Plan 436.21 -1.44 -0.66 3.64 1.62 4.82 8.60 12
Reliance Retirement Fund - Income Generation Scheme 251.43 -3.24 3.75 8.02 10.91 5.94 -- 6.57
HDFC Retirement Savings Fund - Hybrid - Debt Plan 67.25 -0.89 1.11 4.11 4.36 6.34 -- 8.4
Tata Retirement Savings Fund - Conservative Plan 130.98 -0.42 0.16 4.12 2.86 6.49 8.43 9.26
Principal Retirement Savings Fund - Conservative Plan 1.33 -1.11 -1.47 1.19 -0.81 4.33 -- 5.58
HDFC Retirement Savings Fund - Hybrid - Equity Plan 305.80 -3.64 -4.47 2.56 -2.05 8.23 -- 14.52
Top 10 Holdings
Company Name Sector Name Asset %
LIC Housing Finance Ltd. (344D) Financial Services 9.3
8.9508 Pipeline Infrastructure (India) Private Limited Mar 22 2024 Construction 8.01
9 State Bank of India Financial Services 5.79
12.4 Hinduja Leyland Finance Ltd Nov 3 2019 Financial Services 4.62
Cash Current Assets 3.87
 
Company Name Sector Name Asset %
8.8 REC LTD. May 14 2029 Financial Services 3.51
8.6 Export-Import Bank of India Ltd. Financial Services 3.44
9.7 Coastal Gujarat Power Ltd. Aug 27 2023 Energy 2.31
7.33 Indian Railway Finance Corporation Ltd. Aug 28 2027 Financial Services 2.27
9.48 Tata Power Co. Ltd. Nov 17 2019 Energy 2.07
AUM Movement
Asset Allocation