Franklin India Retirement Dir IDCW-R

RETURNS (5 YEARS) 10.49%

RETURNS (5 YEARS) 10.49%

NAV ₹20.15

Sub-Type None

Rating

-

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

0.69%

3M

0.94%

6M

4.83%

1Y

4.44%

3Y

11.11%

5Y

10.49%

Fund Essentials

01 Jan 2013

Fund Started
₹513.48 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 8.94%
Jubilant Bevco Limited 6.13%
Small Industries Development Bank Of India 5.14%
Bajaj Housing Finance Limited 5.12%
LIC Housing Finance Ltd 5.06%
Poonawalla Fincorp Limited 5.04%
National Bank For Financing Infrastructure And Development 5.02%
HDFC Bank Ltd 4.07%
7.09% Govt Stock 2054 3.88%
6.9% Govt Stock 2065 3.84%

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