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franklin india pension plan growth
Franklin India Pension Plan Growth

Franklin India Pension Plan Growth

  • High Risk
  • Allocation
  • Retirement
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NAV as on Apr 2, 2026
i
Price per unit of the scheme.
₹ 210.0464-0.11%1 Day Change
-3.72%
Minimum Investment₹500
Expense Ratio2.27%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Franklin India Pension Plan Growth
VS
Allocation: Retirement Average NAV
    Topper in Allocation: Retirement
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Franklin India Pension Plan Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    CRISIL Composite Bond TR INR
    Expense Ratio
    2.27%
    Category Avg Expense Ratio
    0.89%
    Minimum Investment (Lumpsum/SIP)
    ₹ 500 /₹ 1000
    Lock In (Years)
    5
    Fund Size
    ₹ 509.23 Cr(As on Jan, 2026)
    Inception Date
    Mar 31, 1997
    Turnover
    - %
    Exit Load
    3% If redeemed before the age of 58 years; Nil if redeemed after the age of 58 years

    bt_logoABOUT THE FUND

    Objective: The Fund seeks to provide investors regular income under the Dividend Plan and capital appreciation under the Growth Plan.

    Franklin India Pension Plan Growth is an Allocation - Retirement fund. The fund was launched inMar 31, 1997. Its risk level is . The NAV of the fund as onApr 02, 2026 is ₹210.05. Its expense ratio is 2.27 %. The fund has an AUM of ₹509.23 Cr.The fund is managed bySachin Padwal-Desai,Umesh Sharma,Anand Radhakrishnan,Rajasa Kakulavarapu,Varun Sharma,Pallab Roy,Anuj Tagra,Ajay Argal.
    The minimum initial investment is  ₹500 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Sachin Padwal-Desai
    Sachin Padwal-Desai
    i
    Lead Fund Manager.
    Feb 1, 2011 - Present
    • Fund Manager Rank--Out of 0
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed12
    • Total AUM₹ 8,615.85 Cr
    • Highest Return In 1 Yr308.96 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Franklin India Equity Hybrid Fund Direct Growth
    ₹ 287.75
    -6.24%
    -6.10%
    Very High Risk
    ₹2,340.81Cr
    Franklin India Banking & PSU Debt Fund Direct Growth
    ₹ 24.39
    -0.45%
    -0.64%
    Moderate Risk
    ₹483.27Cr
    Franklin India Dynamic Accrual Fund Segregated Portfolio 2 Direct Growth
    --
    ₹ 3.21
    258.95%
    -%
    Low Risk
    ₹29.52Cr
    Franklin India Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 287.75
    • Fund Size₹2,340.81Cr
    Fund Return-6.24%
    Category Return-6.10%
    Franklin India Banking & PSU Debt Fund Direct Growth
    Moderate Risk
    • NAV₹ 24.39
    • Fund Size₹483.27Cr
    Fund Return-0.45%
    Category Return-0.64%
    Franklin India Dynamic Accrual Fund Segregated Portfolio 2 Direct Growth
    Low Risk--
    • NAV₹ 3.21
    • Fund Size₹29.52Cr
    Fund Return258.95%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Umesh Sharma
    Umesh Sharma
    i
    Lead Fund Manager.
    Feb 1, 2011 - Present
    • Schemes managed14
    • Total AUM₹ 17,311.70 Cr
    • Highest Return In 1 Yr308.96 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Franklin India Equity Hybrid Fund Direct Growth
    ₹ 287.75
    -6.24%
    -6.10%
    Very High Risk
    ₹2,340.81Cr
    Franklin India Dynamic Accrual Fund Segregated Portfolio 2 Direct Growth
    --
    ₹ 3.21
    258.95%
    -%
    Low Risk
    ₹29.52Cr
    Franklin India Banking & PSU Debt Fund Direct Growth
    ₹ 24.39
    -0.45%
    -0.64%
    Moderate Risk
    ₹483.27Cr
    Franklin India Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 287.75
    • Fund Size₹2,340.81Cr
    Fund Return-6.24%
    Category Return-6.10%
    Franklin India Dynamic Accrual Fund Segregated Portfolio 2 Direct Growth
    Low Risk--
    • NAV₹ 3.21
    • Fund Size₹29.52Cr
    Fund Return258.95%
    Category Return--
    Franklin India Banking & PSU Debt Fund Direct Growth
    Moderate Risk
    • NAV₹ 24.39
    • Fund Size₹483.27Cr
    Fund Return-0.45%
    Category Return-0.64%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Anand Radhakrishnan
    Anand Radhakrishnan
    i
    Lead Fund Manager.
    Sep 6, 2021 - Present
    • Schemes managed11
    • Total AUM₹ 44,037.66 Cr
    • Highest Return In 1 Yr4.52 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Franklin India Flexi Cap Fund Direct Growth
    ₹ 1,648.87
    -8.44%
    -8.02%
    Very High Risk
    ₹19,528.04Cr
    Franklin India Equity Hybrid Fund Direct Growth
    ₹ 287.75
    -6.24%
    -6.10%
    Very High Risk
    ₹2,340.81Cr
    Franklin India Taxshield Direct Growth
    ₹ 1,477.34
    -8.03%
    -8.00%
    Very High Risk
    ₹6,440.15Cr
    Franklin India Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 1,648.87
    • Fund Size₹19,528.04Cr
    Fund Return-8.44%
    Category Return-8.02%
    Franklin India Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 287.75
    • Fund Size₹2,340.81Cr
    Fund Return-6.24%
    Category Return-6.10%
    Franklin India Taxshield Direct Growth
    Very High Risk
    • NAV₹ 1,477.34
    • Fund Size₹6,440.15Cr
    Fund Return-8.03%
    Category Return-8.00%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Rajasa Kakulavarapu
    Rajasa Kakulavarapu
    i
    Lead Fund Manager.
    Sep 6, 2021 - Present
    • Schemes managed12
    • Total AUM₹ 38,636.66 Cr
    • Highest Return In 1 Yr10.26 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Franklin India Equity Hybrid Fund Direct Growth
    ₹ 287.75
    -6.24%
    -6.10%
    Very High Risk
    ₹2,340.81Cr
    Franklin India Equity Savings Fund Direct Growth
    ₹ 18.15
    -1.53%
    -2.78%
    Moderately High risk
    ₹673.06Cr
    Franklin India Debt Hybrid Fund Direct Growth
    ₹ 98.26
    -3.03%
    -2.70%
    Moderately High risk
    ₹222.88Cr
    Franklin India Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 287.75
    • Fund Size₹2,340.81Cr
    Fund Return-6.24%
    Category Return-6.10%
    Franklin India Equity Savings Fund Direct Growth
    Moderately High risk
    • NAV₹ 18.15
    • Fund Size₹673.06Cr
    Fund Return-1.53%
    Category Return-2.78%
    Franklin India Debt Hybrid Fund Direct Growth
    Moderately High risk
    • NAV₹ 98.26
    • Fund Size₹222.88Cr
    Fund Return-3.03%
    Category Return-2.70%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Varun Sharma
    Varun Sharma
    i
    Lead Fund Manager.
    Sep 1, 2023 - Present
    • Schemes managed17
    • Total AUM₹ 75,040.87 Cr
    • Highest Return In 1 Yr26.97 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Franklin India Focused Equity Fund Direct Growth
    ₹ 107.69
    -9.39%
    -8.53%
    Very High Risk
    ₹12,255.43Cr
    Franklin Asian Equity Fund Direct Growth
    --
    ₹ 39.26
    -10.05%
    -%
    Very High Risk
    ₹371.57Cr
    Franklin India Technology Fund Direct Growth
    --
    ₹ 482.39
    -3.31%
    -1.04%
    Very High Risk
    ₹1,937.75Cr
    Franklin India Focused Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 107.69
    • Fund Size₹12,255.43Cr
    Fund Return-9.39%
    Category Return-8.53%
    Franklin Asian Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 39.26
    • Fund Size₹371.57Cr
    Fund Return-10.05%
    Category Return--
    Franklin India Technology Fund Direct Growth
    Very High Risk--
    • NAV₹ 482.39
    • Fund Size₹1,937.75Cr
    Fund Return-3.31%
    Category Return-1.04%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Pallab Roy
    Pallab Roy
    i
    Lead Fund Manager.
    Mar 7, 2024 - Present
    • Schemes managed8
    • Total AUM₹ 10,438.13 Cr
    • Highest Return In 1 Yr10.26 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Franklin India Floating Rate Direct Growth
    ₹ 46.69
    0.02%
    -0.17%
    Low to Moderate Risk
    ₹286.29Cr
    Franklin India Liquid Super Institutional Plan Direct Growth
    --
    ₹ 4,147.81
    0.62%
    0.54%
    Low to Moderate Risk
    ₹3,927.24Cr
    Franklin India Money Market Fund Direct Growth
    ₹ 54.28
    0.35%
    0.32%
    Low to Moderate Risk
    ₹3,898.47Cr
    Franklin India Floating Rate Direct Growth
    Low to Moderate Risk
    • NAV₹ 46.69
    • Fund Size₹286.29Cr
    Fund Return0.02%
    Category Return-0.17%
    Franklin India Liquid Super Institutional Plan Direct Growth
    Low to Moderate Risk--
    • NAV₹ 4,147.81
    • Fund Size₹3,927.24Cr
    Fund Return0.62%
    Category Return0.54%
    Franklin India Money Market Fund Direct Growth
    Low to Moderate Risk
    • NAV₹ 54.28
    • Fund Size₹3,898.47Cr
    Fund Return0.35%
    Category Return0.32%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Anuj Tagra
    Anuj Tagra
    i
    Lead Fund Manager.
    Apr 30, 2024 - Present
    • Schemes managed14
    • Total AUM₹ 1,51,619.61 Cr
    • Highest Return In 1 Yr10.76 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ICICI Prudential Constant Maturity Gilt Direct Growth
    ₹ 25.45
    -2.26%
    -2.48%
    Moderate Risk
    ₹2,508.74Cr
    ICICI Prudential Gilt Fund Direct Plan Growth
    ₹ 111.23
    -2.51%
    -2.29%
    Moderate Risk
    ₹9,240.09Cr
    ICICI Prudential Long Term Bond Fund Direct Plan Growth
    --
    ₹ 96.19
    -3.56%
    -3.85%
    Moderate Risk
    ₹1,010.73Cr
    ICICI Prudential Constant Maturity Gilt Direct Growth
    Moderate Risk
    • NAV₹ 25.45
    • Fund Size₹2,508.74Cr
    Fund Return-2.26%
    Category Return-2.48%
    ICICI Prudential Gilt Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 111.23
    • Fund Size₹9,240.09Cr
    Fund Return-2.51%
    Category Return-2.29%
    ICICI Prudential Long Term Bond Fund Direct Plan Growth
    Moderate Risk--
    • NAV₹ 96.19
    • Fund Size₹1,010.73Cr
    Fund Return-3.56%
    Category Return-3.85%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ajay Argal
    Ajay Argal
    i
    Lead Fund Manager.
    Oct 4, 2024 - Present
    • Schemes managed7
    • Total AUM₹ 30,494.17 Cr
    • Highest Return In 1 Yr5.79 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Franklin India Focused Equity Fund Direct Growth
    ₹ 107.69
    -9.39%
    -8.53%
    Very High Risk
    ₹12,255.43Cr
    Franklin Build India Fund Direct Growth
    ₹ 156.44
    -7.36%
    -6.90%
    Very High Risk
    ₹3,002.96Cr
    Templeton India Equity Income Fund Direct Growth
    ₹ 141.46
    -7.91%
    -7.83%
    Very High Risk
    ₹2,416.87Cr
    Franklin India Focused Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 107.69
    • Fund Size₹12,255.43Cr
    Fund Return-9.39%
    Category Return-8.53%
    Franklin Build India Fund Direct Growth
    Very High Risk
    • NAV₹ 156.44
    • Fund Size₹3,002.96Cr
    Fund Return-7.36%
    Category Return-6.90%
    Templeton India Equity Income Fund Direct Growth
    Very High Risk
    • NAV₹ 141.46
    • Fund Size₹2,416.87Cr
    Fund Return-7.91%
    Category Return-7.83%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Mar, 2026
    EQUITY (34.44%)
    DEBT (59.35%)
    CASH (6.21%)
    Allocation by Market Cap
    Large Cap(26.75%)
    Mid Cap(3.06%)
    Small Cap(4.61%)
    Industry Holdings
    • Banks Regional26.37%
    • Information Technology Services7.38%
    • Oil Gas Refining Marketing5.71%
    • Utilities Regulated Electric5.06%
    • Telecom Services4.79%
    • Engineering Construction4.16%
    Stock Holdings
    • HDFC Bank Ltd3.65%
    • ICICI Bank Ltd2.09%
    • Reliance Industries Ltd1.97%
    • State Bank of India1.70%
    • Bharti Airtel Ltd1.65%
    • Axis Bank Ltd1.63%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      --
      This Fund
      VS
      --
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      --
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.33
      This Fund
      VS
      --
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      0.45
      This Fund
      VS
      --
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      5.92
      This Fund
      VS
      --
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Franklin Templeton Asst Mgmt(IND)Pvt Ltd
    Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth ₹ 1,18,367.33 crores. It’s current offering of mutual fund schemes includes 17 equity, 19 debt and 7 hybrid schemes.
    phone icon
    Phone
    +91 22 - 67519100
    mail icon
    Email
    services@franklintempleton.com
    aum
    AUM
    ₹ 1,18,367.33 Cr (
    As on Feb 28, 2026
    )
    location
    Address
    Senapati Bapat Marg, Elphinstone Road (West), Mumbai Mumbai,400 013

    bt_logoFAQs

    What is the category of Franklin India Pension Plan Growth ?
    The category of Franklin India Pension Plan Growth is Allocation - Retirement
    What is the current NAV of Franklin India Pension Plan Growth ?
    The current NAV of Franklin India Pension Plan Growth as on Apr 02, 2026 is ₹210.05
    How safe is Franklin India Pension Plan Growth ?
    The risk level of Franklin India Pension Plan Growth is High.
    What are short term returns given by Franklin India Pension Plan Growth ?
    The return given by Franklin India Pension Plan Growth in 1 month is -3.72%, 3 months is -5.61%, 6 months is -3.82%, and 1 year is 0.19%
    What are the long term returns given by Franklin India Pension Plan Growth ?
    The return given by Franklin India Pension Plan Growth in 3 years is 8.56% and 5 years is 7.03%.
    What is the expense ratio of Franklin India Pension Plan Growth ?
    The expense ratio of Franklin India Pension Plan Growth is 2.27%
    What is the AUM of Franklin India Pension Plan Growth ?
    The assets under Management (AUM) of Franklin India Pension Plan Growth is Rs 509.23 crores.
    What is the minimum investment in Franklin India Pension Plan Growth ?
    The minimum Lumpsum investment in Franklin India Pension Plan Growth is ₹500.00 and the minimum SIP investment in Franklin India Pension Plan Growth is ₹1,000.00
    What is the asset allocation of Franklin India Pension Plan Growth?
    Franklin India Pension Plan Growth has an exposure of 34.44% in Equity, 59.35% in Debt and 6.21% in Cash & Money Market Securities

    bt_logoCALCULATORS

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