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Franklin Pension Growth Direct Plan
Solution Oriented
Retirement Fund
Top rated
Franklin Pension Growth Direct Plan
SIP amount
₹
Min. ₹500
Lumpsum amount
₹
Min. ₹500
Invest now
Add to cart
Franklin Pension Growth Direct Plan
NAV
₹211.5589
+0.10%
(19 Apr)
AUM
499 Cr
TER
1.52%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback
here.
Compare with other fund
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Franklin Pension (G)
1Y
+58.9%
+44.5%
+39.3%
+31.1%
+19.3%
3Y
+31.7%
+22.4%
+27.5%
+22.9%
+10.3%
5Y
+22.9%
+14.1%
+22.2%
NA
+9.8%
ALL
+23.2%
+11.8%
+21.6%
+21.3%
+10.5%
VOL
17.8%
16.8%
14.3%
12.5%
6.3%
TER
0.7%
1.0%
0.7%
0.8%
1.5%
AUM
₹649 Cr
₹3,004 Cr
₹4,830 Cr
₹2,213 Cr
₹499 Cr
INFO
1.30
0.70
1.51
1.71
1.66
Past performance
Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Franklin Pension (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings
as of 31st Mar
Top holdings
Call, Cash & Other Assets
12.7%
5.63% Govt Stock 2026
10.0%
5.74% Govt Stock 2026
10.0%
Small Industries Development Bank of India 7.68% - NCD & Bonds - NCD & Bonds
6.0%
Bajaj Housing Finance Limited - NCD & Bonds - NCD & Bonds
5.4%
Mahindra & Mahindra Financial Services Ltd - NCD & Bonds - NCD & Bonds
5.4%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
5.2%
Reliance Industries Limited - NCD & Bonds - NCD & Bonds
3.2%
ICICI Bank Ltd
3.0%
HDFC Bank Ltd
2.7%
Top industry exposure
Financial Services
11.0%
Industrials
6.2%
Consumer Cyclical
6.2%
Technology
3.7%
Healthcare
2.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
5Y
Exit load
• 3% for redemption within 1095 days
Fund objective
The Fund seeks to provide investors regular income under the Dividend Plan and capital appreciation under the Growth Plan.
Fund manager(s)
Umesh Sharma
Pallab Roy
Varun Sharma
Rajasa Kakulavarapu
More details
Fund offer document
All funds from Franklin Templeton
FAQs
Monthly SIP
One Time