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Franklin India Pension Plan

Growth
228.910.65% (+1.48)

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Franklin India Pension Plan

Growth
OtherFlexi Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 515 Cr
High RiskPrinciple investment will be at high risk
228.910.65% (+1.48)

Price Chart

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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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OtherFlexi Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 515 Cr
High RiskPrinciple investment will be at high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.507.502.06
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.237.131.59

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth5 yrs3.00%
3% on or beofre the 58Y of age Nil after age of 58Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
CRISIL Short Term Debt Hybrid 60+40 Index

About Flexi Cap Fund

Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.

Peers & Comparison

Comparing 3 mutual funds from 
OtherFlexi Cap Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Franklin India Pension Plan17.33%10.26%10.69%
Parag Parikh Flexi Cap Fund30.17%16.79%20.61%
HDFC Flexi Cap Fund37.04%24.89%17.63%
Kotak Flexicap Fund28.61%15.76%17.20%

Price Comparison

Compare Franklin India Pension Plan with any MF, ETF, stock or index
Compare Franklin India Pension Plan with any MF, ETF, stock or index
Franklin India Pension Plan
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Cash & EquivalentsGovernment SecuritiesEquityCorporate Debt1.55%9.70%38.73%50.01%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+27 moreConsumer FinancePrivate BanksG-SecSpecialized FinancePublic Banks45.61 %7.63 %9.54 %9.70 %11.59 %15.93 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2411.60%11.35%12.53%16.33%15.48%15.93%
Public Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.49 %

    Holdings

    3.72 %

    0.49 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.26 %

    Holdings

    2.90 %

    0.26 %
  • Larsen and Toubro Ltd
    LT
    3M change : -0.07 %

    Holdings

    1.90 %

    -0.07 %

AMC Profile

Franklin Templeton Investments began its operations in India back in 1996 under the name Templeton Asset Management India Pvt. Ltd. The trust, Franklin Templeton Mutual Fund, is registered with SEBI under the registration number MF/026/96/8.

  • No.of Schemes

    35

  • Total AUM

    ₹ 1,13,449.16 Cr.

Fund Manager Profile

Anuj Tagra

AUM:  ₹4,870.30 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Pallab Roy

AUM:  ₹4,020.07 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 12yrs

Rajasa Kakulavarapu

AUM:  ₹36,555.22 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Ajay Argal

AUM:  ₹29,876.00 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 16yrs

Manager Performance (0)

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Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

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One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

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-
Returns can't be withdrawn/realised during the lock-in period. Tax is only applicable on realised gains.

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(unrealised)

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