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Mutual Funds

Franklin India Retirement Fund

Fr

Franklin India Retirement Fund

Balanced HybridRank #5
Not Rated

NAV (2026-07-14)

218.31

AUM

₹495.78 Cr

Exp. Ratio: 2.21%

RISK LEVEL

Moderately High

Returns & Performance

1 Year-0.59%2.04% vs cat avgRank #5
3 Year7.91%0.22% vs cat avgRank #2
5 Year7.06%0.90% vs cat avgRank #3
Since Launch11.09%--

Fund vs Category Average

1Y
-0.59%-2.04%
3Y
7.91%-0.22%
5Y
7.06%-0.90%

Pros & Cons

Pros

Top-5 ranked in category for 1Y (#5)
Overall top-10 rank in category (#5)

Cons

1Y returns trail category average
3Y returns below category average
5Y returns below category average
Higher expense ratio (2.21%)
ISININF090I01510
NAV₹218.31
NAV Date2026-07-14
AUM₹495.78 Cr
Expense Ratio2.21%
RiskModerately High
RatingNot Rated / 5
Lock-in Period5 days
Min SIP Amount₹500
Max SIP Amount₹1999999
Min Additional Inv.₹500
SIP AllowedNo
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-02-19

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--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsNA

Ajay Argal

Mr. Argal is a B.Tech from (IIT,Mumbai) & PGDM (IIM,Bangalore).

Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Baring Asset Management (Asia) Ltd., Aditya Birla Sunlife Mutual Fund and UTI AMC where he handled various aspects of investments function including managing offshore funds, equity funds, balanced funds, equity research & equity dealing.

Top Holdings

Holdings data not available for this scheme