Franklin India Pension Plan Overview
Category Retirement Fund
BMSMONEY Rank 18
BMSMONEY Rating
Growth Option As On: 22-04-2024
NAV ₹195.81 (R) +0.46% ₹212.54 (D) +0.46%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 18.49% 9.51% 9.14% 8.14% 10.08%
LumpSum Dir. P 19.38% 10.36% 9.98% 8.96% 10.9%
SIP Reg. P 1.48% 7.8% 9.3% 8.82% 8.66%
SIP Dir. P 2.29% 8.64% 10.15% 9.65% 9.48%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
- - - -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
-% -% -% - -%

NAV Date: 22-04-2024

Scheme Name NAV Rupee Change Percent Change
Franklin India Pension Plan - IDCW 17.53
0.0800
0.4600%
Franklin India Pension Plan - Direct - IDCW 19.27
0.0900
0.4600%
Franklin India Pension Plan-Growth 195.81
0.8900
0.4600%
Franklin India PENSION PLAN - Direct - Growth 212.54
0.9800
0.4600%

Review Date: March 28, 2024

Performance of the Franklin India Pension Plan has been analyzed on eight performance parameters. Out of eight return parameters, the fund has zero return parameters in first quartile; whereas zero risk parameters (out of zero) in first quartile. Similarly zero risk-adjusted performance parameters are in first quartile. Based on this performance Franklin India Pension Plan has achieved 18th (out of 25 funds), which is poor rank in the Retirement Fund category. Essentially, among its peer group of similar types of funds, it stands in the very good position, a testament to its successful track record. The Retirement Fund category has 25 funds.
Our ranking method uses a composite performance score, which includes the fund's return, risk, and risk-adjusted performance over the past three years. This composite performance score is then used to rank the funds within a category.

The Franklin India Pension Plan has poor return performance, as all 1 year and above return parameters are below average in Retirement Fund category. The details are provided below.'
    '
  1. 1 Month Return%: One month return shows funds performance in very short period of time, the Franklin India Pension Plan has given return of 0.22% in last one month which is very poor as it is in the fourth quartile in Retirement Fund.
  2. 3 Month Return%: Three month return shows funds performance in short period of time, the Franklin India Pension Plan has given return of 2.96% in last three month which is poor as it is in the below average in Retirement Fund.
  3. 1 Year Return%: The Franklin India Pension Plan has given return of 19.01% in last one year which is poor as it is in the below average in Retirement Fund. The one year return rank of Franklin India Pension Plan is 17 in 25 funds. The investment of ₹ 10,000 in this fund would have become ₹ 11901.0 in one year.
  4. 3 Year Return%: The Franklin India Pension Plan has given return of 9.21% in last three year which is poor as it is in the below average with return rank of 15 in 25 funds. in Retirement Fund.
  5. 5 Year Return%: The Franklin India Pension Plan has given return of 8.81% in last five year which is poor as it is in the below average with return rank of 11 in 18 funds. in Retirement Fund.
  6. 1 Year SIP Return%: The Franklin India Pension Plan has given return of 1.37% in last one year which is poor as it is in the below average with return rank of 16 in 25 funds. in Retirement Fund.
  7. 3 Year SIP Return%: The Franklin India Pension Plan has given return of 9.53% in last three year which is poor as it is in the below average with return rank of 16 in 25 funds. in Retirement Fund.
  8. 5 Year SIP Return%: The Franklin India Pension Plan has given return of 9.75% in last five year which is poor as it is in the below average with return rank of 11 in 18 funds. in Retirement Fund.
    9. '
'

The Franklin India Pension Plan has poor risk performance, as non of above risk paramerters are above average Retirement Fund category. The details are provided below. '
    ' '
'

The Franklin India Pension Plan has poor risk adjusted performance, as non of above risk adjusted paramerters are above average in Retirement Fund category. The details are provided below. '
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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 1.22
1.78
0.05 | 4.34 14 | 25
No
No
No
3M Return % 4.03
5.03
1.27 | 12.27 14 | 25
No
No
No
6M Return % 10.75
13.81
3.21 | 34.67 16 | 25
No
No
No
1Y Return % 18.49
25.19
4.79 | 58.64 17 | 25
No
No
No
3Y Return % 9.51
13.22
3.41 | 30.61 16 | 25
No
No
No
5Y Return % 9.14
11.43
4.03 | 21.50 11 | 18
No
No
No
7Y Return % 8.14
10.46
6.82 | 17.20 7 | 10
No
No
No
10Y Return % 10.08
11.89
8.94 | 15.81 3 | 5
No
No
No
15Y Return % 10.27
7.88
5.50 | 10.27 1 | 2
Yes
Yes
No
1Y SIP Return % 1.48
6.23
-10.40 | 38.63 15 | 25
No
No
No
3Y SIP Return % 7.80
10.05
-1.53 | 27.96 15 | 25
No
No
No
5Y SIP Return % 9.30
12.58
1.78 | 27.99 11 | 18
No
No
No
7Y SIP Return % 8.82
11.97
6.47 | 21.15 7 | 10
No
No
No
10Y SIP Return % 8.66
10.63
7.46 | 14.10 4 | 5
No
No
Yes
15Y SIP Return % 9.40
8.71
8.03 | 9.40 1 | 2
Yes
Yes
No
Return data last Updated On : April 22, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 1.27 1.86 0.13 | 4.45 14 | 25
No
No
No
3M Return % 4.22 5.32 1.58 | 12.70 14 | 25
No
No
No
6M Return % 11.16 14.45 3.83 | 35.67 16 | 25
No
No
No
1Y Return % 19.38 26.64 6.06 | 60.86 17 | 25
No
No
No
3Y Return % 10.36 14.60 4.74 | 32.37 16 | 25
No
No
No
5Y Return % 9.98 12.86 5.42 | 23.37 12 | 18
No
No
No
7Y Return % 8.96 11.76 8.10 | 18.75 7 | 10
No
No
No
10Y Return % 10.90 13.14 9.90 | 17.58 3 | 5
No
No
No
1Y SIP Return % 2.29 7.54 -9.22 | 40.76 16 | 25
No
No
No
3Y SIP Return % 8.64 11.38 -0.23 | 29.72 15 | 25
No
No
No
5Y SIP Return % 10.15 14.00 3.15 | 29.80 11 | 18
No
No
No
7Y SIP Return % 9.65 13.25 7.71 | 22.61 7 | 10
No
No
No
10Y SIP Return % 9.48 11.87 8.84 | 15.83 4 | 5
No
No
Yes
Return data last Updated On : April 22, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.46 ₹ 10046.0 0.46 ₹ 10046.0
1W 0.31 ₹ 10031.0 0.33 ₹ 10033.0
1M 1.22 ₹ 10122.0 1.27 ₹ 10127.0
3M 4.03 ₹ 10403.0 4.22 ₹ 10422.0
6M 10.75 ₹ 11075.0 11.16 ₹ 11116.0
1Y 18.49 ₹ 11849.0 19.38 ₹ 11938.0
3Y 9.51 ₹ 13135.0 10.36 ₹ 13441.0
5Y 9.14 ₹ 15486.0 9.98 ₹ 16088.0
7Y 8.14 ₹ 17293.0 8.96 ₹ 18237.0
10Y 10.08 ₹ 26129.0 10.9 ₹ 28149.0
15Y 10.27 ₹ 43318.0 - ₹ -

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 1.479 ₹ 12095.94 2.2926 ₹ 12148.536
3Y ₹ 36000 7.7957 ₹ 40503.42 8.6372 ₹ 41010.84
5Y ₹ 60000 9.3048 ₹ 75852.66 10.1546 ₹ 77476.62
7Y ₹ 84000 8.823 ₹ 115003.644 9.6534 ₹ 118465.788
10Y ₹ 120000 8.6553 ₹ 187690.68 9.4802 ₹ 196046.88
15Y ₹ 180000 9.4033 ₹ 382147.02 - ₹ -


Date NAV Regular Growth NAV Direct Growth
22-04-2024 195.8146 212.5389
19-04-2024 194.924 211.5589
18-04-2024 194.7252 211.3388
16-04-2024 195.2041 211.8497
15-04-2024 195.5054 212.1722
12-04-2024 196.408 213.1384
09-04-2024 196.6278 213.3636
08-04-2024 196.415 213.1281
05-04-2024 195.9095 212.5663
04-04-2024 195.5871 212.2121
03-04-2024 195.3701 211.9722
02-04-2024 195.3182 211.9114
01-04-2024 195.1312 211.7041
28-03-2024 194.1715 210.6454
27-03-2024 193.6035 210.0465
26-03-2024 193.4504 209.8761
22-03-2024 193.3197 209.7168
21-03-2024 192.908 209.2659
20-03-2024 191.9215 208.1914
19-03-2024 191.7258 207.9746
18-03-2024 192.5304 208.8431
15-03-2024 192.3722 208.6585
14-03-2024 192.6388 208.9433
13-03-2024 191.7912 208.0198
12-03-2024 193.685 210.0695
11-03-2024 194.073 210.486
07-03-2024 194.8177 211.2765
06-03-2024 194.6407 211.0802
05-03-2024 194.6633 211.1003
04-03-2024 194.785 211.2281
01-03-2024 194.4116 210.8102
29-02-2024 193.4305 209.7421
28-02-2024 193.1235 209.4049
27-02-2024 193.7455 210.0751
26-02-2024 193.6227 209.9376
23-02-2024 193.8968 210.2219
22-02-2024 193.7125 210.0179
21-02-2024 193.0972 209.3466
20-02-2024 193.4599 209.7354
19-02-2024 193.1176 209.36
16-02-2024 192.682 208.875
15-02-2024 191.9691 208.098
14-02-2024 191.5622 207.6526
13-02-2024 190.9539 206.989
12-02-2024 190.5083 206.5019
09-02-2024 191.1613 207.197
08-02-2024 191.1175 207.1453
07-02-2024 191.2813 207.3186
06-02-2024 191.2096 207.2367
05-02-2024 190.5039 206.4677
02-02-2024 190.7145 206.6833
01-02-2024 190.4084 206.3473
31-01-2024 190.5453 206.4915
30-01-2024 189.6168 205.481
29-01-2024 190.0477 205.9439
25-01-2024 189.0005 204.7924
24-01-2024 189.2314 205.0384
23-01-2024 188.2201 203.9385
19-01-2024 189.5835 205.399
18-01-2024 188.8221 204.57
17-01-2024 188.9815 204.7384
16-01-2024 190.2847 206.1461
15-01-2024 190.4551 206.3265
12-01-2024 189.8861 205.6975
11-01-2024 189.0933 204.8345
10-01-2024 188.9036 204.6249
09-01-2024 188.6811 204.3798
08-01-2024 188.4672 204.1439
05-01-2024 189.1021 204.8191
04-01-2024 188.9653 204.6667
03-01-2024 188.1454 203.7745
02-01-2024 188.4507 204.1011
01-01-2024 188.736 204.4059
29-12-2023 188.5979 204.2438
28-12-2023 188.4275 204.0551
27-12-2023 188.0789 203.6735
26-12-2023 187.5078 203.0509
22-12-2023 187.0687 202.5588
21-12-2023 186.5198 201.9604
20-12-2023 185.9158 201.3023
19-12-2023 187.2937 202.7901
18-12-2023 187.1704 202.6524
15-12-2023 186.9922 202.4473
14-12-2023 186.0251 201.3962
13-12-2023 185.0173 200.3011
12-12-2023 184.6804 199.9322
11-12-2023 185.1648 200.4525
08-12-2023 184.8219 200.0685
07-12-2023 184.7335 199.9686
06-12-2023 184.6352 199.8578
05-12-2023 184.1107 199.2858
04-12-2023 183.8844 199.0367
01-12-2023 182.522 197.5493
30-11-2023 182.0062 196.9869
29-11-2023 181.4613 196.393
28-11-2023 180.7339 195.6015
24-11-2023 180.3301 195.1478
23-11-2023 180.2857 195.0956
22-11-2023 180.2861 195.0918
21-11-2023 180.2536 195.0525
20-11-2023 180.1737 194.9619
17-11-2023 180.2736 195.0575
16-11-2023 180.2124 194.9872
15-11-2023 179.9863 194.7383
13-11-2023 179.0779 193.7472
10-11-2023 178.8117 193.4468
09-11-2023 178.7158 193.339
08-11-2023 178.7565 193.3788
07-11-2023 178.5966 193.2017
06-11-2023 178.284 192.8594
03-11-2023 177.4234 191.9162
02-11-2023 176.8893 191.3343
01-11-2023 176.1667 190.5486
31-10-2023 176.3826 190.7782
30-10-2023 176.5665 190.973
27-10-2023 176.3418 190.7176
26-10-2023 175.5501 189.8574
25-10-2023 176.3044 190.6691
23-10-2023 176.8111 191.209
20-10-2023 178.1305 192.6234
19-10-2023 178.4406 192.9546
18-10-2023 178.6544 193.1816
17-10-2023 179.0812 193.6391
16-10-2023 178.8462 193.3808
13-10-2023 178.7815 193.2984
12-10-2023 178.7418 193.2514
11-10-2023 178.5581 193.0487
10-10-2023 178.1846 192.6408
09-10-2023 177.6241 192.0307
06-10-2023 178.2314 192.6749
05-10-2023 178.0895 192.5174
04-10-2023 177.7776 192.176
03-10-2023 178.5765 193.0356
29-09-2023 178.5704 193.0125
27-09-2023 178.4371 192.8601
26-09-2023 178.2311 192.6334
25-09-2023 178.0705 192.4557
22-09-2023 178.0771 192.4505
21-09-2023 178.2333 192.6152
20-09-2023 178.8654 193.2942
18-09-2023 179.4581 193.9264
15-09-2023 179.6049 194.0727
14-09-2023 179.3431 193.7857
13-09-2023 178.9685 193.3768
12-09-2023 178.6267 193.0033
11-09-2023 179.6706 194.1271
08-09-2023 179.1325 193.5333
07-09-2023 178.5378 192.8867
06-09-2023 177.9667 192.2656
05-09-2023 177.859 192.1452
04-09-2023 177.5929 191.8536
01-09-2023 177.0772 191.2842
31-08-2023 176.2118 190.3453
30-08-2023 176.3138 190.4514
29-08-2023 175.9781 190.0848
28-08-2023 175.7349 189.818
25-08-2023 175.4896 189.5409
24-08-2023 175.8887 189.9679
23-08-2023 175.9697 190.0513
22-08-2023 175.5762 189.6223
21-08-2023 175.306 189.3264
18-08-2023 175.0738 189.0635
17-08-2023 175.124 189.1136
16-08-2023 175.4016 189.4094
14-08-2023 175.3355 189.3299
11-08-2023 175.3302 189.312
10-08-2023 175.6493 189.6526
09-08-2023 175.9807 190.0063
08-08-2023 175.6901 189.6885
07-08-2023 175.7107 189.7067
04-08-2023 175.506 189.4735
03-08-2023 174.7454 188.6484
02-08-2023 175.1073 189.035
01-08-2023 175.9651 189.957
31-07-2023 175.7799 189.753
28-07-2023 175.2531 189.1722
27-07-2023 175.1437 189.0501
26-07-2023 175.3679 189.2881
25-07-2023 174.8645 188.7407
24-07-2023 174.6264 188.4797
21-07-2023 174.5532 188.3885
20-07-2023 174.978 188.843
19-07-2023 174.6892 188.5273
18-07-2023 174.367 188.1755
17-07-2023 174.2166 188.0092
14-07-2023 173.7078 187.448
13-07-2023 173.1795 186.8741
12-07-2023 172.9465 186.6186
11-07-2023 173.1003 186.7806
10-07-2023 172.5061 186.1355
07-07-2023 172.4801 186.0956
06-07-2023 173.0869 186.7463
05-07-2023 172.796 186.4285
04-07-2023 172.6137 186.2279
03-07-2023 172.5519 186.1572
30-06-2023 172.3227 185.8981
28-06-2023 171.8475 185.3775
27-06-2023 171.4615 184.9572
26-06-2023 170.9355 184.3859
23-06-2023 170.6205 184.0344
22-06-2023 171.0825 184.5289
21-06-2023 171.4957 184.9706
20-06-2023 171.387 184.8495
19-06-2023 171.0423 184.4738
16-06-2023 171.1464 184.5742
15-06-2023 170.663 184.049
14-06-2023 170.931 184.3341
13-06-2023 170.8406 184.2327
12-06-2023 170.3232 183.6708
09-06-2023 170.0993 183.4178
08-06-2023 170.133 183.4502
07-06-2023 170.5476 183.8933
06-06-2023 170.0331 183.3347
05-06-2023 169.9215 183.2104
02-06-2023 169.4798 182.7225
01-06-2023 169.2063 182.4238
31-05-2023 169.2125 182.4266
30-05-2023 169.0385 182.2351
29-05-2023 168.7935 181.9673
26-05-2023 168.5181 181.6591
25-05-2023 167.9988 181.0956
24-05-2023 167.8193 180.8983
23-05-2023 167.9519 181.0376
22-05-2023 167.9051 180.9833
19-05-2023 167.5164 180.5532
18-05-2023 167.2956 180.3115
17-05-2023 167.5315 180.562
16-05-2023 167.7218 180.7634
15-05-2023 167.8253 180.8711
12-05-2023 167.2966 180.2902
11-05-2023 167.2532 180.2397
10-05-2023 167.0606 180.0285
09-05-2023 166.8796 179.8297
08-05-2023 166.8866 179.8334
05-05-2023 166.1881 179.0697
04-05-2023 166.8443 179.7731
03-05-2023 166.3608 179.2484
02-05-2023 166.3903 179.2765
28-04-2023 166.0504 178.8955
27-04-2023 165.587 178.3925
26-04-2023 165.2986 178.0781
25-04-2023 165.1809 177.9476
24-04-2023 165.264 178.0336

Fund Launch Date: 31/Mar/1997
Fund Category: Retirement Fund
Investment Objective: The Fund seeks to provide investors regular income under the Dividend Plan and capital appreciation under the Growth Plan.
Fund Description: An open ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier)
Fund Benchmark: 40% Nifty 500+60% Crisil Composite Bond Fund Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.