FRANKLIN INDIA PENSION PLAN(G)

Product name	Return type	1 yr(%)	3 yr(%)	5 yr(%)
FRANKLIN INDIA PENSION PLAN(G)	market linked	9.09 %	10.57 %	11.30 %
BenchMark : CRISIL Short Term Debt Hybrid 60+40 Index	BenchMark Return	9.06	10.44	13.94
Value of Rs. 1,00,000 Invested	current value	109090	135179	170795

scheme objective	The scheme aims to invest in a portfolio of equity / equity related securities and fixed income securities (debt and money market securities) with a view to generating regular income together with capital appreciation.
Category	Mutual Fund > Solution Oriented > Retirement Fund
Fund Type	Open Ended
Fund Manager	Anuj Tagra
Minimum Amount for Lumpsum Investment (Rs.)	500
Minimum Amount for SIP Investment (Rs.)	500
Nav Date	24/04/2025
Nav	214.12
AUM (Cr.)	505.78
AUM Date	31/03/2025
Expense Ratio Currently	2
Expense Ratio Date Currently	31/03/2025
Modified Duration(Yrs)	-
Modified Duration Date(Yrs)	-
YTM	-
YTM Date	-
Entry Load	NIL
Exit Load	3% on or beofre the 58Y of age, Nil after age of 58Y
Tax Treatment of Income	20% short term capital gains tax, 12.5% long term capital gains tax on incremental gains above 1.25 Lakhs in a given financial year.
Tax Benefit on Investment
Withdrawal	Anytime
Pros
Cons
Risk Factor	All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.