Franklin India Pension Plan Direct Growth

RETURNS (5 YEARS) 11.93%

RETURNS (5 YEARS) 11.93%

NAV ₹232.52

Sub-Type None

Rating

-

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

2.90%

3M

1.57%

6M

1.48%

1Y

9.44%

3Y

12.31%

5Y

11.93%

Fund Essentials

01 Jan 2013

Fund Started
₹505.78 Cr

AUM Fund Size
1.56%

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

Small Industries Development Bank Of India 10.03%
7.48% National Bank For Agriculture And Rural Development 9.03%
Bajaj Housing Finance Limited 5.37%
Ongc Petro Additions Limited 5.33%
Mahindra & Mahindra Financial Services Ltd 5.32%
Bharti Telecom Limited 5.12%
National Bank for Financing Infrastructure & Development 7.03% 4.93%
HDFC Bank Ltd 4.04%
ICICI Bank Ltd 3.08%
Rural Electrification Corporation Limited 2.76%

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