Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹500
AUM (Fund size)
₹508 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 ₹212.2407 NAV as of Mar 13,2026 and returns since inception of 30.79%. Minimum investments start at SIP ₹0. The Franklin India Retirement Fund - Growth Growth AUM is ₹508 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 -3.26% returns, against a category average of -1.95% and a category best of 297.26%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.26 | -1.95 | 297.26 |
| 6M | -2.32 | 0.99 | 315.31 |
| 1Y | 4.46 | 4.86 | 339.02 |
| 3Y | 9.36 | 11.98 | 55.84 |
Portfolio Analysis
- Equity: 37.21%
- Debt: 62.76%
- Others
As on: 2026-02-15
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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 ₹508 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 FundAxis Retirement Fund - Conservative Plan Growth | 0 | 49.85 CR | 2.15 |
| This FundFranklin India Retirement Fund - Growth Growth | 0 | 508.16 CR | 2.28 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis Retirement Fund - Conservative Plan Growth | 5.3045 | 30.3866 |
| This FundFranklin India Retirement Fund - Growth Growth | 4.4555 | 30.7911 |
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 : -3.26%
- 6 Months : -2.32%
- 1 Year : 4.46%
- 3 Years : 9.36%
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 ₹508 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