Franklin India Pension Plan (Hybrid, Hybrid Balanced Hybrid)

Moderately High
21 yrs 4 monthsStarted on:31 Mar 1997
₹ 421 Cras on: 17 Jul 2018
Medium Horizon
2.49%
Capital Growth and Income

Minimum Investment

  • ₹ 500.00 for Lumpsum

Investment Objective

The scheme seeks to generate steady returns along with tax savings through a portfolio of upto 40% in equities with the balance invested in fixed income instruments. This is to ensure relative stability and deliver superior returns.

Exit Load

w.e.f 03/08/2009 Entry Load - NIL; Exit Load - 10% if investment Amount < Rs.10,000; 3% if investment amount > 10,000 and age < 58years; 0% if investment Amount > 10000 and age > 58 years

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month0.04
3 Month0.52
1 YR2.55
2 YR6.27
3 YR6.73

SIP Returns

TenureReturns (CAGR)
1 YR1.96
2 YR4.68
3 YR6.57
5 YR9.35
10 YR10.58

Portfolio

Company Name% Assets
GOI 08/01/2028 7.17%9.32
State Bank of India 06/09/2021 9.00%5.92
Hinduja Leyland Finance Ltd. 03/11/2019 12.40%4.9
Edelweiss Commodities Services Ltd. 26/10/2020 8.40%4.69
Vedanta Ltd. 05/04/2021 8.50%4.68
HDFC Bank Ltd.3.96
KKR India Financial Services Pvt Ltd. 10/03/20213.73
Tata Steel Ltd. 24/01/2021 9.15%3.56
JM Financial Products Ltd. 25/07/2019 8.70%3.53
GOI 19/12/2022 6.84%3.53

Top Sectoral Holdings

Sector Name% Assets
Financial12.7
Energy4.49
Automobile3.19
FMCG2.74
Metals2.4
Healthcare2.23
Construction1.91
Technology1.71
Chemicals1.62
Communication1.45

Indicators

LabelValue
Standard Deviation6.09%
Beta0.99%
Sharpe Ratio0.11

Sachin Padwal-Desai,Umesh Sharma,Lakshmikanth Reddy

Mr. Desai is a B.E and PGDM from IIM Bangalore.Mr. Sharma is a B.Com (H), CS and CA.Mr. Reddy is a B.Tech in Mechanical Engineering from Jawaharlal Nehru Technical University, Hyderabad and also holds a PGDM from IIM-A.
Prior to joining Sundaram Mutual Fund he has worked with ICICI Bank, Infosys Technologies and Thermax.Prior to joining Franklin Templeton Investments he has worked with ICICI Bank Ltd., UTI Mutual Fund, Religare Mutual Fund and JM Financials.Prior to joining Franklin Templeton Mutual Fund he was associated with ICICI Pru Life Insurance Company Ltd. as Head-Equity (Jun 2004-Feb 2016), HSBC Capital Markets as Equity analyst (Apr 2003-May 2004), ABN Amro Asia Equities as Equity Analyst (Feb 2000-Mar 2003), UTI as Buy Side Analyst (Jun 1997-Feb 2000) and Crompton Greaves as Design Executive (Aug 1993-Jun 1995).

Other Funds Managed by Sachin Padwal-Desai,Umesh Sharma,Lakshmikanth Reddy

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