Franklin India Pension Plan Growth
Medium
Risk
Solution Oriented
Retirement Fund
+
9.31
%
9.31
%
3Y annualised
+
0.09
%
0.09
%
1D
1M
6M
1Y
3Y
All
Fund size
497
NAV:
Mar 7, 2024
194.818
Sector
Tech
Type
Solution_oriented
Launched
Mar 1997
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
5.63% Govt Stock 2026
10.02
%
5.74% Govt Stock 2026
9.92
%
Bajaj Housing Finance Limited
5.36
%
Mahindra & Mahindra Financial Services Ltd
5.34
%
National Bank For Agriculture And Rural Development
5.19
%
Reliance Industries Limited
3.23
%
ICICI Bank Ltd
2.92
%
HDFC Bank Ltd
2.63
%
Infosys Ltd
2.09
%
Larsen & Toubro Ltd
2.07
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 3.0% if redeemed within 3.0 Years, 0.0 % if redeemed after 3.0 Years.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Franklin India Pension Plan Growth
More details
Investment objective
The Fund seeks to provide investors regular income under the Dividend Plan and capital appreciation under the Growth Plan.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
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