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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹500
AUM (Fund size)
₹509 Cr
Lock In Period
5 Years
Expense Ratio
2.27
Benchmark
CRISIL Short Term Debt Hybrid 60+40 Index
Exit Load
3% - if redeemed before the age of 58 years.NIL - if redeemed after the age of 58 years.
Summary
Latest details for Franklin India Retirement Fund - Growth Growth include a ₹220.1314 NAV as of Feb 20,2026 and returns since inception of 33.98%. Minimum investments start at SIP ₹0. The Franklin India Retirement Fund - Growth Growth AUM is ₹509 Cr, with a lock-in of 5 Years years, expense ratio of 2.27%, and benchmark CRISIL Short Term Debt Hybrid 60+40 Index. Exit load is - 3% - if redeemed before the age of 58 years.NIL - if redeemed after the age of 58 years.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
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- Debt:
- Others
As on: 2026-01-31
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About Fund
Franklin India Retirement Fund - Growth Growth managed by Franklin Templeton Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹509 Crore. The fund benchmarks its performance against the CRISIL Short Term Debt Hybrid 60+40 Index while maintaining an expense ratio of 2.27. Under the expert guidance of Rajasa Kakulavarapu ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundUTI Capital Protection Oriented Scheme Series VIII - II Growth | 0 | 109.42 CR | 1.08 |
| This FundFranklin India Retirement Fund - Growth Growth | 0 | 509.23 CR | 2.27 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Capital Protection Oriented Scheme Series VIII - II Growth | 12.91 | 33.7643 |
| This FundFranklin India Retirement Fund - Growth Growth | 6.5353 | 33.9827 |
FAQs
Franklin India Retirement Fund - Growth Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Franklin India Retirement Fund - Growth Growth is 2.27. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Franklin India Retirement Fund - Growth Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Franklin India Retirement Fund - Growth Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Franklin India Retirement Fund - Growth Growth is ₹509 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Franklin India Retirement Fund - Growth Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500