Franklin India Pension Plan Direct Growth

RETURNS (5 YEARS) 11.65%

RETURNS (5 YEARS) 11.65%

NAV ₹241.49

Sub-Type None

Rating

-

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

1.39%

3M

6.10%

6M

3.68%

1Y

7.80%

3Y

13.74%

5Y

11.65%

Fund Essentials

01 Jan 2013

Fund Started
₹520.74 Cr

AUM Fund Size
1.46%

Expense Ratio
₹1000

Min SIP Amount
Low to Moderate

Fund Risk
3.0% if redeemed within 0-3 years

0% if redeemed after 3 years

Exit Load

Top 10 Holdings

National Bank For Agriculture And Rural Development 8.98%
Jubilant Bevco Limited 6.41%
LIC Housing Finance Ltd 5.25%
Small Industries Development Bank Of India 4.98%
Bajaj Housing Finance Limited 4.95%
National Bank For Financing Infrastructure And Development 4.89%
Mahindra And Mahindra Financial Services Limited 4.88%
Poonawalla Fincorp Limited 4.87%
HDFC Bank Ltd 4.05%
ICICI Bank Ltd 3.06%

Rajasa Kakulavarapu

Manager
Pallab Roy

Manager
Anuj Tagra

Manager
Ajay Argal

Manager

SIP (monthly)
One-Time

Set monthly SIP amount (Min : 1000)

Set monthly SIP date

Minimum amount to be invested is ₹1000

Invest

Set amount (Min : 5000)

Invest

Risk-o-meter

Low to Moderate