Franklin India Retirement Fund - Growth Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Franklin India Retirement Fund - Growth Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹500

AUM (Fund size)

₹484 Cr

Lock In Period

5 Years

Expense Ratio

2.23

Exit Load

3% - if redeemed before the age of 58 years.NIL - if redeemed after the age of 58 years.

Benchmark

CRISIL Short Term Debt Hybrid 60+40 Index

Franklin India Retirement Fund - Growth Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.32-1.44297.26
6M1.800.79315.31
1Y-1.982.71339.02
3Y6.238.7155.84

Portfolio Analysis

  • Equity: 35.59%
  • Debt: 64.42%
  • Others
As on: 2026-09-15
View allocation % by

1. Axis Bank Ltd1.69%
2. ICICI Bank Ltd1.62%
3. HDFC Bank Ltd1.48%
4. RBL Bank Ltd0.71%

1. Infosys Ltd1.26%
2. Pine Labs Ltd0.80%
3. TBO Tek Ltd0.41%

1. Cipla Ltd0.75%
2. Dr. Reddy's Laboratories Ltd0.61%
3. Eris Lifesciences Ltd0.55%

1. Mahindra & Mahindra Ltd1.19%
2. Hyundai Motor India Ltd0.53%

1. State Bank of India1.60%

1. Bharat Electronics Ltd1.14%
2. Hindustan Aeronautics Ltd0.34%

1. Global Health Ltd0.73%
2. Metropolis Healthcare Ltd0.70%

1. Bharti Airtel Ltd1.32%

1. Eternal Ltd1.30%

1. Larsen & Toubro Ltd1.20%

1. Angel One Ltd0.61%
2. 360 One Wam Ltd0.54%
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About Fund Franklin India Retirement Fund - Growth Growth

Franklin India Retirement Fund - Growth Growth managed by Franklin Templeton Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹484 Crore. The fund benchmarks its performance against the CRISIL Short Term Debt Hybrid 60+40 Index while maintaining an expense ratio of 2.23. 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.

Fund Managers

Rajasa Kakulavarapu

Ms. Rajasa Kakulavarapu has done B.Tech and MBA. Prior to joining Franklin Templeton Mutual Fund, she has worked with Jefferies India Pvt. Ltd. and Credit Suisse Securities (India) Pvt. Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth026 CR1.96
Franklin India Retirement Fund - Growth Growth0484 CR2.23
Fund Name1Y3Y
This FundAditya Birla Sun Life Retirement Fund - The 50s Plan Growth2.03319.7413
This FundFranklin India Retirement Fund - Growth Growth-1.983319.8729

Franklin India Retirement Fund - Growth Growth 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 2.23. 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 : -2.32%
  • 6 Months : 1.80%
  • 1 Year : -1.98%
  • 3 Years : 6.23%
Returns of Franklin India Retirement Fund - Growth Growth are updated daily based on NAV of ₹ 214.0576 as on Oct 01,2026. Since inception, the return has been 19.87%.

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 ₹484 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.
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