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Franklin India Pension Plan Direct Growth

Solution Oriented | Retirement Fund

NAV

₹228.74 20 Jan 2025

Risk

Moderately High  

Fund Size

₹516.76Cr  

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Investment Details
Top Rated Funds

Lock-in

5 Years

Min One Time Amount

₹500

Min Withdrawal Amount

₹1,000

Min SIP Amount

₹500

Min Additional Amount

₹500

Exit Load

3%, if redeemed before the age of 58 years (subject to a 3 year lock-in period) NIL, if redeemed after the age of 58 years

Basic Details

Age

12 years 0 months (Since Jan 01, 2013)

Return since Launch

10.54%

Expense ratio

1.5%

Type

OPEN

AUM (Fund Size)

₹516.76

Risk Grade

Moderately High

Benchmark

40% Nifty 500+60% Crisil Composite Bond Fund Index

Fund Manager

Rajasa Kakulavarapu

Asset Allocation

HDFC Bank 3.36%

ICICI Bank 2.82%

Infosys 1.99%

Larsen & Toubro 1.87%

Bharti Airtel 1.52%

Axis Bank 1.21%

Reliance Industr 1.20%

HCL Technologies 1.18%

Pearl Global Ind 1.09%

United Spirits 0.96%

Zomato Ltd 0.91%

NTPC 0.83%

PB Fintech. 0.80%

Sun Pharma.Inds. 0.79%

Apollo Hospitals 0.79%

St Bk of India 0.79%

Tata Motors 0.77%

UltraTech Cem. 0.72%

Crompton Gr. Con 0.72%

Jubilant Food. 0.72%

Maruti Suzuki 0.70%

GAIL (India) 0.63%

Tech Mahindra 0.62%

ERIS Lifescience 0.60%

HDFC Life Insur. 0.56%

Sapphire Foods 0.55%

Hind. Unilever 0.54%

IndusInd Bank 0.52%

Lemon Tree Hotel 0.47%

Amber Enterp. 0.47%

Intellect Design 0.45%

Amara Raja Ener. 0.43%

O N G C 0.43%

Kirloskar Oil 0.43%

Bharat Electron 0.42%

Marico 0.41%

JK Lakshmi Cem. 0.40%

Bharti Hexacom 0.40%

Prestige Estates 0.40%

360 ONE 0.35%

Tube Investments 0.34%

Chemplast Sanmar 0.34%

PNB Housing 0.34%

Team Lease Serv. 0.32%

Tata Steel 0.32%

SKF India 0.25%

SRF 0.25%

Indus Towers 0.24%

Elecon Engg.Co 0.22%

Piramal Pharma 0.16%

See All

S I D B I 10.47%

REC Ltd 7.83%

Bharti Telecom 7.02%

Net CA & Others 5.41%

Bajaj Housing 5.21%

ONGC Petro Add. 5.18%

M & M Fin. Serv. 5.18%

N A B A R D 5.04%

HDB FINANC SER 5.01%

Gsec2029 2.00%

GSEC2026 1.97%

HDFC Bank 1.04%

KOTAK MAHI. INV. 1.04%

See All
Scheme Holding Summary

Debt Others

58.43%

Banks

8.70%

IT - Software

5.05%

Govt. Securities

3.97%

Telecomm-Service

1.92%

Infrastructure Developers & Operators

1.87%

Pharmaceuticals

1.56%

Automobile

1.47%

Quick Service Restaurant

1.26%

Refineries

1.20%

Consumer Durables

1.18%

Cement

1.13%

Readymade Garments/ Apparells

1.09%

Alcoholic Beverages

0.96%

E-Commerce/App based Aggregator

0.91%

Power Generation & Distribution

0.83%

Healthcare

0.79%

Finance

0.69%

Steel

0.66%

Capital Goods-Non Electrical Equipment

0.65%

Gas Distribution

0.63%

Chemicals

0.59%

Insurance

0.56%

FMCG

0.54%

Hotels & Restaurants

0.47%

Auto Ancillaries

0.43%

Crude Oil & Natural Gas

0.43%

Aerospace & Defence

0.42%

Edible Oil

0.41%

Realty

0.40%

Miscellaneous

0.32%

Bearings

0.25%

Telecomm Equipment & Infra Services

0.24%

See All

Debt Others

S I D B I 10.47%

REC Ltd 7.83%

Bharti Telecom 7.02%

Net CA & Others 5.41%

Bajaj Housing 5.21%

ONGC Petro Add. 5.18%

M & M Fin. Serv. 5.18%

N A B A R D 5.04%

HDB FINANC SER 5.01%

HDFC Bank 1.04%

KOTAK MAHI. INV. 1.04%

Banks

HDFC Bank 3.36%

ICICI Bank 2.82%

Axis Bank 1.21%

St Bk of India 0.79%

IndusInd Bank 0.52%

Govt. Securities

Gsec2029 2.00%

GSEC2026 1.97%

IT - Software

Infosys 1.99%

HCL Technologies 1.18%

PB Fintech. 0.80%

Tech Mahindra 0.62%

Intellect Design 0.45%

Infrastructure Developers & Operators

Larsen & Toubro 1.87%

Telecomm-Service

Bharti Airtel 1.52%

Bharti Hexacom 0.40%

Refineries

Reliance Industr 1.20%

Readymade Garments/ Apparells

Pearl Global Ind 1.09%

Alcoholic Beverages

United Spirits 0.96%

E-Commerce/App based Aggregator

Zomato Ltd 0.91%

Power Generation & Distribution

NTPC 0.83%

Pharmaceuticals

Sun Pharma.Inds. 0.79%

ERIS Lifescience 0.60%

Piramal Pharma 0.16%

Healthcare

Apollo Hospitals 0.79%

Automobile

Tata Motors 0.77%

Maruti Suzuki 0.70%

Cement

UltraTech Cem. 0.72%

JK Lakshmi Cem. 0.40%

Consumer Durables

Crompton Gr. Con 0.72%

Amber Enterp. 0.47%

Quick Service Restaurant

Jubilant Food. 0.72%

Sapphire Foods 0.55%

Gas Distribution

GAIL (India) 0.63%

Insurance

HDFC Life Insur. 0.56%

FMCG

Hind. Unilever 0.54%

Hotels & Restaurants

Lemon Tree Hotel 0.47%

Auto Ancillaries

Amara Raja Ener. 0.43%

Crude Oil & Natural Gas

O N G C 0.43%

Capital Goods-Non Electrical Equipment

Kirloskar Oil 0.43%

Elecon Engg.Co 0.22%

Aerospace & Defence

Bharat Electron 0.42%

Edible Oil

Marico 0.41%

Realty

Prestige Estates 0.40%

Finance

360 ONE 0.35%

PNB Housing 0.34%

Steel

Tube Investments 0.34%

Tata Steel 0.32%

Chemicals

Chemplast Sanmar 0.34%

SRF 0.25%

Miscellaneous

Team Lease Serv. 0.32%

Bearings

SKF India 0.25%

Telecomm Equipment & Infra Services

Indus Towers 0.24%

See All
Riskometer Level of risk in the scheme
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Your investment will be at Moderately High Risk

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Torus Digital Private Limited

IRDAI registration No : CA0834 , CIN:- U72900MH2021PTC359702

 
Torus Financial Markets Private Limited

SEBI Registration No’s:-  StockBroker-INZ000299936 | CDSL DP IN-DP-664-2022 | Research Analyst – INH000008695

AMFI ARN (Corporate):- 241161 | BSE MFD :- 56221

BSE Member ID (Cash & Derivative):- 6761 |
NSE Member ID (Cash & Derivative):- 90245, CMID:M70022

CIN:- U65990MH2021PTC356714

 
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Torus Digital Private Limited/
Torus Financial Markets Private Limited
2nd floor, ICC Chambers-II, Saki Vihar Road, Near MTNL office, Powai, Mumbai - 400072

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