- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Performance
Monthly SIP of ₹ for
Below table shows comparison of Franklin Pension Plan with respect to the investments in Fixed Deposit and Gold for the
Total investment of
₹36,000 over the period of 3 years.
| Total Value | Gain | Return % | |
|---|---|---|---|
| This Fund | 42,944 |
6,944 |
11.80% |
| Bank FD | 39,824 |
3,824 |
6.5% |
| Gold | 40,770 |
4,770 |
8.00% |
Fund Information
-
As of 28 Feb 2025, fund size of Franklin Pension Plan is
492.23 Cr. -
Franklin Pension Plan shown here is of
Growthplan.
-
The Total Expense Ratio (TER) of the fund is
2.27%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.
-
Franklin Pension Plan is an
Hybridoriented mutual fund in the
- Retirement Fundcategory.
-
Nifty 50 Arbitrage Index
is the benchmark for Franklin Pension Plan. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.
-
The inception date of a mutual fund refers to the date when the fund was first established and began operations. It is the starting point from which the fund's performance, returns, and other key metrics are calculated. The fund was started on
31 Mar 1997as at present it is 28 years old fund.
-
Name of the AMC is
Franklin Templeton Mutual Funds.
Click here to
know moreabout Franklin Templeton Mutual Funds.
Fund Managed By
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Franklin Pension Plan managed by following fund manager(s);
How does the
Return Comparison of the Franklin Pension Plan fare against peer funds in the Retirement fund category?
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Franklin Pension Plan. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Hybrid, Retirement fund category these peer funds belongs to.
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 6.87% | 17.06% | 9.87% | 10.79% | 28.96% | 27.96% | 29.73% | 11.00% |
| Category Average | 2.03% | 7.17% | 3.51% | 5.55% | 15.12% | 15.30% | 13.87% | 8.62% |
| Franklin Pension Plan | 1.35% | 4.99% | 3.11% | 6.88% | 12.91% | 12.94% | 10.75% | 8.33% |
| ICICI Prudential Retirement Fund Pure Equity Plan | 6.87% | 17.06% | 9.87% | 10.79% | - | - | - | - |
| ICICI Prudential Retirement Fund Hybrid Aggressive Plan | 5.87% | 13.93% | 7.64% | 7.33% | - | - | - | - |
| HDFC Retirement Savings Fund - Equity Plan | 2.56% | 9.29% | 2.84% | 3.86% | 19.78% | 23.62% | 26.71% | - |
| Nippon India Retirement Fund - Wealth Creation Scheme | 2.92% | 8.95% | -0.35% | 0.65% | 21.03% | 22.69% | 22.23% | 11.00% |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan | 3.24% | 12.93% | 3.52% | 6.22% | 18.90% | 19.12% | 15.74% | - |
Fund Portfolio Details
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Franklin Pension Plan are shown below;
Equity 35.74%
Debt 61.46%
Others 2.74%
Portfolio Holdings shown is as of 28 Feb 2025
Riskometer
