Franklin India Retirement Fund Growth

AllocationRetirement
222.53
0.74(0.34%)
NAV as on 02 Jan, 2026
CAGR
10.37%

Top Performer

This scheme has consistently delivered the best returns in its Retirement category across .

Returns
  • AUM (Crs.)521.51
  • Expense Ratio2.26 %
  • Sharpe Ratio / Category Average0.68
  • Standard Deviation / Category Average5.08
  • Beta / Category Average-
  • Portfolio Turnover / Category Average61.50 / 44.31
  • Top 5 Stocks Wt.31.36
  • Top 10 Stocks Wt.54.60
  • Top 3 Sectors Wt.22.57
  • Investment StyleLarge Growth
  • Morningstar Rating

Performance

Absolute and Annualised Returns

Yearly Returns

Returns Calculator

Portfolio

Asset Allocation

  • Equity%
  • Debt%
  • Cash%
  • Derivatives%

Weightage by Market Cap

    Concentration

    • No. of Stocks--
    • Avg. Market Cap--
    • Top 10 Stocks--
    • Top 5 Stocks--
    • Top 3 Sectors--
    View Holdings

    Fundamentals

    MeasuresFundCategory Average

    Risk Metrics

    Peers

    1Y3Y5Y10Y
    Mutual FundAUM (cr.)3YReturns

    Holdings

    Stocks
    Sector

    About

    • Fund Manager(s)Check History
      Pallab Roy, Anuj Tagra, Rajasa Kakulavarapu, Ajay Argal
    • Launch Date31 Mar, 1997
    • BenchmarkS&P BSE 500

    Objective

    The Fund seeks to provide investors regular income under the Dividend Plan and capital appreciation under the Growth Plan.

    Riskometer

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