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Franklin India Pension Plan(IDCW)

IDCW
OtherSolution Oriented - Retirement Fund
Small-size FundAssets Under Mgmt: ₹ 456 Cr
Moderately High RiskPrinciple investment will be at moderately high risk
19.220.00 (+0.02%)

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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Other Funds in the same category are generating better returns

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has not been able to generate better price return than bank FD

Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

OtherSolution Oriented - Retirement Fund
Small-size FundAssets Under Mgmt: ₹ 456 Cr
Moderately High RiskPrinciple investment will be at moderately high risk

Key Metrics

Expense RatioExpense Ratio
1.47
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2.13
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1.11
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2.19

About Solution Oriented - Retirement Fund

Solution Oriented,Retirement Fund invest in high-risk stocks since the objective of the fund is to create a corpus for retirement. However, the lock-n-period is relatively higher than other funds as these funds are long term in nature.

Scheme Info

PlanPlan
IDCW
Lock inLock in
5 yrs
Exit LoadExit Load
3.00%
3% on or beofre the 58Y of age Nil after age of 58Y
Min. SIPMin. SIP
Min. LumpsumMin. Lumpsum
₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

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.
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Invested

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Returns (0%)

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

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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

    51

  • Total AUM

    ₹ 72,445.92 Cr.