Compare Mutual Funds
Franklin India Retirement Fund
HybridBalanced Hybrid
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Risk
NA
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Rating
-
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Min SIP Amount
₹500
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Expense Ratio
2.25
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NAV
₹236.29
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Fund Started
03 Mar 1997
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Fund Size
₹479.34 Cr
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Exit Load
Exit load of 3% if redeemed before the age of 58 yrs.
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1 Year
-3.54%
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3 Year
6.17%
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5 Year
5.63%
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Equity
35.10%
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Cash
8.03%
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Top 10 Holdings
Name | Assets |
|---|---|
Axis Bank Ltd. | 1.71% |
State Bank of India | 1.60% |
ICICI Bank Ltd. | 1.60% |
HDFC Bank Ltd. | 1.48% |
Eternal Ltd. | 1.34% |
Bharti Airtel Ltd. | 1.28% |
Larsen & Toubro Ltd. | 1.18% |
Infosys Ltd. | 1.17% |
Mahindra & Mahindra Ltd. | 1.17% |
Bharat Electronics Ltd. | 1.17% |
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Name
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Start Date
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Description
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.
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Launch Date
03 Mar 1997
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