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Return

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

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹500

AUM (Fund size)

₹501 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 ₹215.6421 NAV as of Apr 24,2026 and returns since inception of 31.43%. Minimum investments start at SIP ₹0. The Franklin India Retirement Fund - Growth Growth AUM is ₹501 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 3.21% returns, against a category average of 0.66% and a category best of 297.26%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.210.66297.26
6M-2.440.86315.31
1Y1.043.85339.02
3Y9.5411.6355.84

Portfolio Analysis

  • Equity: 34.06%
  • Debt: 65.94%
  • Others
As on: 2026-04-15
View allocation % by

1. HDFC Bank Ltd2.91%
2. ICICI Bank Ltd2.21%
3. Axis Bank Ltd1.81%

1. Infosys Ltd1.48%
2. HCL Technologies Ltd1.19%

1. Reliance Industries Ltd1.88%

1. NTPC Ltd1.10%
2. CESC Ltd0.65%

1. State Bank of India1.71%

1. Larsen & Toubro Ltd1.67%

1. Bharti Airtel Ltd1.67%

1. Apollo Hospitals Enterprise Ltd0.92%
2. Metropolis Healthcare Ltd0.51%

1. Mahindra & Mahindra Ltd0.91%
2. Maruti Suzuki India Ltd0.40%

1. Sun Pharmaceutical Industries Ltd0.68%
2. Eris Lifesciences Ltd0.45%

1. Bharat Electronics Ltd0.63%
2. Hindustan Aeronautics Ltd0.42%

About Fund

Franklin India Retirement Fund - Growth Growth managed by Franklin Templeton Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹501 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.

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
This FundFranklin India Retirement Fund - Growth Growth0500.76 CR2.28
Fund Name1Y3Y
This FundFranklin India Retirement Fund - Growth Growth1.041431.4311

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 : 3.21%
  • 6 Months : -2.44%
  • 1 Year : 1.04%
  • 3 Years : 9.54%
Returns of Franklin India Retirement Fund - Growth Growth are updated daily based on NAV of ₹ 215.6421 as on Apr 24,2026. Since inception, the return has been 31.43%.

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 ₹501 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