Franklin India Retirement Fund Direct dividend payout
Hybrid • Retirement • Direct dividend payout
Insufficient fund history to generate its report card
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Retirement
Direct dividend payout
Launched On
01 Jan 2013
13.5 years ago
Lock-in Period
5 years
NAV
as of 25 Jun 2026
₹18.3484
+0.1517% (0.10)
AUM
₹492 Cr
Expense ratio
1.21%
Benchmark
Fund Plan
Annually
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Tax info and exit load
Taxes
Units sold anytime
As per tax slab
Exit Load
If units sold before 3Y
3%
If units sold after 3Y
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
72.33%
25.69%
1.98%
Fund House
Franklin Templeton
Inc: 01 Dec 1993 • Total AUM: ₹1,20,577 Cr • Rank #17
Franklin Templeton Mutual Fund, started in 2004, has Franklin Templeton India as its sponsor. The fund house is headed by Sanjay Sapre as the CEO. As of 31 March 2024, it has an AUM of ₹95,924 Cr. It functions under the holding company Templeton Asset Management India Pvt. Limited.
Fund Managers
Rajasa Kakulavarapu
Experience: 4.79 yrs • Total AUM: 2,53,670 Cr
Anuj Tagra
Experience: 3.46 yrs • Total AUM: 71,062 Cr
Pallab Roy
Experience: 18.01 yrs • Total AUM: 1,19,490 Cr
Ajay Argal
Experience: 4.67 yrs • Total AUM: 1,75,053 Cr
Risk
Category risk
Moderately high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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