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Franklin India Pension Plan(IDCW)

IDCW
OtherSolution Oriented - Retirement Fund
Small-size FundAssets Under Mgmt: ₹ 461 Cr
Moderately High RiskPrinciple investment will be at moderately high risk
19.980.01 (+0.03%)

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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

Hefty expense ratio implies reduced 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: ₹ 461 Cr
Moderately High RiskPrinciple investment will be at moderately high risk

Key Metrics

Expense RatioExpense Ratio
1.54
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4.56
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1.78
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1.06
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5.37
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2.07

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 < 3 years

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

Investment period > 3 years

Gains are taxed at 20% with indexation benefit

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.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
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After indexation
Indexation is used to adjust the purchase price of an investment to reflect the effect of inflation on it
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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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Fund ManagerRead more 

Exp: 13yrs

 | 

#Funds: 12

Exp: 18yrs

 | 

#Funds: 21

Exp: 15yrs

 | 

#Funds: 30

Exp: 13yrs

 | 

#Funds: 38

Know More

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

    48

  • Total AUM

    ₹ 70,118.13 Cr.