Franklin India Retirement Fund Direct dividend payout

Hybrid • Retirement • Direct dividend payout

Insufficient Funds

Insufficient fund history to generate its report card

Credit Rating
Average credit rating
AAA (Highest)

CAGRInfo Icon

₹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
Open demat account

Get access to more insightful information

By signing up to Upstox today

Tax info and exit loadInfo Icon

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

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'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.