Franklin India Pension Plan Growth
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation6.1%
Sharpe Ratio0.15
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
National Bank For Agriculture And Rural DevelopmentUtilities8.98%
Jubilant Bevco LimitedUtilities6.41%
LIC Housing Finance LtdUtilities5.25%
Small Industries Development Bank Of IndiaUtilities4.98%
Bajaj Housing Finance LimitedUtilities4.95%
National Bank For Financing Infrastructure And DevelopmentUtilities4.89%
Mahindra And Mahindra Financial Services LimitedUtilities4.88%
Poonawalla Fincorp LimitedUtilities4.87%
Call, Cash & Other AssetsUtilities4.57%
HDFC Bank LtdFinancial Services4.05%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.26%
Exit Load3
Regulatory & Tax Information
INF090I01510
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)