Return
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- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹500
AUM (Fund size)
₹492 Cr
Lock In Period
5 Years
Expense Ratio
2.28
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 ₹210.0464 NAV as of Apr 02,2026 and returns since inception of 27.95%. Minimum investments start at SIP ₹0. The Franklin India Retirement Fund - Growth Growth AUM is ₹492 Cr, with a lock-in of 5 Years years, expense ratio of 2.28%, 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 -3.72% returns, against a category average of -2.16% and a category best of 297.26%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.72 | -2.16 | 297.26 |
| 6M | -3.82 | 0.33 | 315.31 |
| 1Y | 0.19 | 4.04 | 339.02 |
| 3Y | 8.56 | 12.06 | 55.84 |
Portfolio Analysis
- Equity: 34.41%
- Debt: 65.58%
- Others
As on: 2026-03-15
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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 ₹492 Crore. The fund benchmarks its performance against the CRISIL Short Term Debt Hybrid 60+40 Index while maintaining an expense ratio of 2.28. 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 FundAditya Birla Sun Life Dual Advantage Fund Series - 2 Growth | 0 | 60.87 CR | 1.04 |
| This FundFranklin India Retirement Fund - Growth Growth | 0 | 491.82 CR | 2.28 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life Dual Advantage Fund Series - 2 Growth | 4.5706 | 27.7202 |
| This FundFranklin India Retirement Fund - Growth Growth | 0.1899 | 27.9502 |
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 2.28. 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 : -3.72%
- 6 Months : -3.82%
- 1 Year : 0.19%
- 3 Years : 8.56%
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 ₹492 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