Franklin India Retirement Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Retirement funds is 0.00% .
The largest portfolio holding is 748% NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT 15 SEP 2028 with a portfolio weight of 9.71% .
The fund currently owns more than 61 stocks.
The top 10 holdings account for 54.76% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 4.36% | N/A |
| 2 Year Return | 24.25% | N/A |
| 3 Year Return | 39.20% | N/A |
| 4 Year Return | 67.84% | N/A |
| 5 Year Return | 80.21% | N/A |
| 6 Year Return | 93.24% | N/A |
| 7 Year Return | 131.45% | N/A |
| Expense Ratio | 1.24% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
9.71%
|
||
| 2 |
6.33%
|
||
| 3 |
6.02%
|
||
| 4 |
5.20%
|
||
| 5 |
5.18%
|
||
| 6 |
5.13%
|
||
| 7 |
5.12%
|
||
| 8 |
5.10%
|
||
| 9 |
4.01%
|
||
| 10 |
2.97%
|
||
| 11 | Finance - Banks - Private Sector |
2.64%
|
|
| 12 |
2.20%
|
AMC: FRANKLINTEMPLETON
Category: Solution Oriented • Retirement
Launch Date: 01 Jan 2013
Fund Manager: Mr. Rajasa Kakulavarapu
Minimum Purchase: ₹500
Exit Load: 3% - if redeemed before the age of 58 years. NIL - if redeemed after the age of 58 years.
Lock-in: 1
Risk: Low Risk
Franklin India Retirement Fund - Direct Plan is managed by FRANKLINTEMPLETON and belongs to the Solution Oriented category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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