Franklin India Pension Plan Direct Growth

Scheme code: INF090I01JZ3 NAV value: ₹ 226.8879 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 12.47 22.83 18.55 25.46
3 year 9.04 11.83 10.44 13.97
5 year 9.37 12.03 10.57 14.42
7 year 8.48 9.85 9.14 11.99
10 year 8.82 11.56 10.37 13.34

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 18.55
3 year 7.63 16.87 13.32 10.44
5 year 12.6 19.62 15.37 10.57
7 year 10.81 15.2 13.42 9.14
10 year 9.81 13.99 12.12 10.37
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 18.55
3 year 7.94 17.89 14.14 10.44
5 year 13.28 20.23 15.93 10.57
7 year 10.62 15.28 13.42 9.14
10 year 10.08 14.47 12.61 10.37
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 18.55
3 year 9.26 19.51 15.7 10.44
5 year 14.45 21.69 17.28 10.57
7 year 11.07 15.88 13.98 9.14
10 year 10.64 15.2 13.25 10.37
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 18.55
3 year 9.84 20.48 16.73 10.44
5 year 15.2 22.82 18.38 10.57
7 year 11.31 16.28 14.37 9.14
10 year 11.16 15.89 13.85 10.37
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 18.55
10 year 4.92 20.34 12.6 10.37

Rolling return for 1 year

Average return: 18.55%
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.97 12.47 13.97 12.47 0.75 13.22 01-2024 01-2025
16.75 14.59 18.47 12.93 2.1 15.68 12-2023 12-2024
19.17 17.22 21.19 15.27 2.2 18.21 11-2023 11-2024
20.29 20.09 22.48 17.94 1.61 20.2 10-2023 10-2024
20.04 20.37 22.15 18.28 1.37 20.21 09-2023 09-2024
19.18 21.26 22.42 18.05 1.71 20.23 08-2023 08-2024
20.01 20.47 22.83 17.69 1.82 20.25 07-2023 07-2024
16.92 19.87 22.15 14.74 2.82 18.42 06-2023 06-2024
18.64 19.3 21.53 16.46 1.81 18.98 05-2023 05-2024
19.44 19.92 21.24 18.14 1.11 19.68 04-2023 04-2024
18.98 19.43 20.87 17.56 1.18 19.21 03-2023 03-2024
17.9 18.72 20.11 16.53 1.3 18.31 02-2023 02-2024

Rolling return for 3 year

Average return: 10.44%
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.09 10.16 11.09 10.16 0.46 10.62 01-2022 01-2025
11.17 11.03 11.71 10.5 0.43 11.1 12-2021 12-2024
10.27 10.06 10.89 9.44 0.52 10.16 11-2021 11-2024
10.28 10.31 10.95 9.65 0.46 10.3 10-2021 10-2024
10.84 10.9 11.48 10.25 0.44 10.87 09-2021 09-2024
10.83 11.12 11.83 10.13 0.61 10.98 08-2021 08-2024
10.8 11.41 11.66 10.55 0.45 11.1 07-2021 07-2024
9.36 10.64 10.96 9.04 0.82 10 06-2021 06-2024
10.07 10.06 10.96 9.18 0.63 10.07 05-2021 05-2024
10.4 10.26 10.95 9.71 0.44 10.33 04-2021 04-2024
9.96 9.86 10.54 9.28 0.45 9.91 03-2021 03-2024
9.89 9.72 10.58 9.04 0.55 9.81 02-2021 02-2024

Rolling return for 5 year

Average return: 10.57%
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.61 10.23 10.61 10.23 0.19 10.42 01-2020 01-2025
10.64 10.65 10.96 10.33 0.22 10.64 12-2019 12-2024
10.46 10.44 10.83 10.07 0.27 10.45 11-2019 11-2024
11.17 10.94 11.57 10.54 0.37 11.06 10-2019 10-2024
11.64 11.38 12.03 10.99 0.38 11.51 09-2019 09-2024
11.28 11.62 11.88 11.02 0.33 11.45 08-2019 08-2024
10.93 10.99 11.44 10.48 0.34 10.96 07-2019 07-2024
9.76 10.48 10.72 9.52 0.49 10.12 06-2019 06-2024
10.17 10.05 10.71 9.52 0.42 10.11 05-2019 05-2024
9.85 10.01 10.18 9.68 0.19 9.93 04-2019 04-2024
10.15 9.71 10.49 9.37 0.43 9.93 03-2019 03-2024
10.22 10.27 10.63 9.86 0.27 10.24 02-2019 02-2024

Rolling return for 7 year

Average return: 9.14%
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.15 8.95 9.15 8.95 0.1 9.05 01-2018 01-2025
9.3 9.22 9.53 8.99 0.19 9.26 12-2017 12-2024
9.03 9.12 9.29 8.86 0.16 9.07 11-2017 11-2024
9.39 9.38 9.67 9.1 0.2 9.39 10-2017 10-2024
9.58 9.54 9.85 9.27 0.21 9.56 09-2017 09-2024
9.26 9.38 9.68 8.96 0.26 9.32 08-2017 08-2024
9.25 9.24 9.62 8.88 0.26 9.25 07-2017 07-2024
8.67 9.17 9.35 8.48 0.35 8.92 06-2017 06-2024
8.87 9.02 9.25 8.64 0.22 8.94 05-2017 05-2024
8.97 9.01 9.2 8.78 0.15 8.99 04-2017 04-2024
8.99 8.92 9.24 8.68 0.2 8.96 03-2017 03-2024
9 9.04 9.29 8.75 0.19 9.02 02-2017 02-2024

Rolling return for 10 year

Average return: 10.37%
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.4 8.82 9.4 8.82 0.29 9.11 01-2015 01-2025
9.53 9.42 9.69 9.26 0.16 9.48 12-2014 12-2024
9.62 9.46 9.8 9.28 0.19 9.54 11-2014 11-2024
10.16 9.91 10.36 9.71 0.25 10.04 10-2014 10-2024
10.41 10.32 10.6 10.12 0.17 10.36 09-2014 09-2024
10.61 10.54 10.91 10.24 0.24 10.58 08-2014 08-2024
10.66 10.62 10.92 10.37 0.19 10.64 07-2014 07-2024
10.33 10.5 10.81 10.01 0.29 10.41 06-2014 06-2024
10.93 10.63 11.19 10.37 0.31 10.78 05-2014 05-2024
11.05 11.01 11.21 10.84 0.13 11.03 04-2014 04-2024
11.25 10.96 11.43 10.79 0.25 11.11 03-2014 03-2024
11.35 11.35 11.56 11.14 0.15 11.35 02-2014 02-2024