Franklin India Pension Plan (Hybrid, Debt-oriented)

118.06
12.87%
NA
Capital Growth and Income
Medium Horizon
Moderately High
2.50%
20 yrs 5 months 31 Mar 1997
₹ 421.75 Cr 17 Aug 2017

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Minimum Investment

  • ₹ 500.00 for Lumpsum

Exit Load

w.e.f 03/08/2009 Entry Load - NIL; Exit Load - 10% if investment Amount < Rs.10,000; 3% if investment amount > 10,000 and age < 58years; 0% if investment Amount > 10000 and age > 58 years

Investment Objective

The scheme seeks to generate steady returns along with tax savings through a portfolio of upto 40% in equities with the balance invested in fixed income instruments. This is to ensure relative stability and deliver superior returns.

Scheme Documents

Tenure Returns (CAGR)
YTD
9.75
3 Month
2.42
1 YR
7.94
2 YR
8.21
3 YR
12.58
Tenure Returns (CAGR)
1 YR
9.75
2 YR
10.78
3 YR
9.92
5 YR
12.71
10 YR
11.44

Portfolio

Company Name % Assets
Reserve Bank of India 77-D 16/08/2017 11.83
Reserve Bank of India 323-D 13/03/2018 5.94
State Bank of India 8.75% 4.84
HDFC Bank Ltd. 4.44
DLF Promenad Ltd. 11/12/2021 10.90% 4.02
Tata Steel Ltd. 24/01/2021 9.15% 3.7
Tata Power Co. Ltd. 17/11/2019 9.48% 3.69
Export-Import Bank Of India 30/04/2099 8.60% 3.6
Vedanta Ltd. 30/12/2017 9.36% 3.59
Housing Development Finance Corpn. Ltd. 14/06/2018 7.45% 3.57

Top Sectoral Holdings

Sector Name % Assets
Financial 15.67
Automobile 4.48
FMCG 3.19
Healthcare 3.04
Technology 2.66
Services 2.62
Chemicals 2.31
Communication 1.59
Energy 1.54
Engineering 1.29

Indicators

Standard Deviation 6.75%
Beta 1.05%
Sharpe Ratio 1.21

Sachin Padwal-Desai,Umesh Sharma,Lakshmikanth Reddy

Mr. Desai is a B.E and PGDM from IIM Bangalore.Mr. Sharma is a B.Com (H), CS and CA.Mr. Reddy is a B.Tech in Mechanical Engineering from Jawaharlal Nehru Technical University, Hyderabad and also holds a PGDM from IIM-A.
Prior to joining Sundaram Mutual Fund he has worked with ICICI Bank, Infosys Technologies and Thermax.Prior to joining Franklin Templeton Investments he has worked with ICICI Bank Ltd., UTI Mutual Fund, Religare Mutual Fund and JM Financials.Prior to joining Franklin Templeton Mutual Fund he was associated with ICICI Pru Life Insurance Company Ltd. as Head-Equity (Jun 2004-Feb 2016), HSBC Capital Markets as Equity analyst (Apr 2003-May 2004), ABN Amro Asia Equities as Equity Analyst (Feb 2000-Mar 2003), UTI as Buy Side Analyst (Jun 1997-Feb 2000) and Crompton Greaves as Design Executive (Aug 1993-Jun 1995).

Other Funds Managed by Sachin Padwal-Desai,Umesh Sharma,Lakshmikanth Reddy

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