Franklin India Pension Plan Direct Growth

Scheme code: INF090I01JZ3 NAV value: ₹ 230.2414 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	5.32	22.83	15.60	20.32
3 year	5.90	12.56	9.69	13.44
5 year	5.50	13.08	8.65	12.17
7 year	7.00	12.36	9.31	11.88
10 year	8.29	11.57	10.24	13.02
12 year	10.26	10.81	10.57	13.49

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	15.6
3 year	6.28	33.32	15.57	9.69
5 year	0.74	26.02	12.91	8.65
7 year	3.33	15.62	11.64	9.31
10 year	3.49	17.22	10.65	10.24
12 year	3.07	16.17	10.8	10.57
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	15.6
3 year	6.56	32.12	15.66	9.69
5 year	1	26.2	12.75	8.65
7 year	3.8	15.42	11.84	9.31
10 year	3.8	18	11.09	10.24
12 year	3.63	16.86	11.19	10.57
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	15.6
3 year	7.68	33.37	17	9.69
5 year	0.71	27.63	13.15	8.65
7 year	3.76	16.01	12.04	9.31
10 year	3.56	16.94	10.94	10.24
12 year	3.31	16.54	10.99	10.57
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	15.6
3 year	8.04	34.46	17.98	9.69
5 year	0.69	28.64	13.53	8.65
7 year	3.97	16.42	12.35	9.31
10 year	3.53	17.72	11.24	10.24
12 year	3.1	16.97	11.25	10.57
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 15.6% - Median return: 17.45% - Average standard deviation: 1.85

Rolling return for 3 year

- Average return: 9.69% - Median return: 9.97% - Average standard deviation: 0.65

Rolling return for 5 year

- Average return: 8.65% - Median return: 8.52% - Average standard deviation: 0.37

Rolling return for 7 year

- Average return: 9.31% - Median return: 9.03% - Average standard deviation: 0.3

Rolling return for 10 year

- Average return: 10.24% - Median return: 10.36% - Average standard deviation: 0.22

Rolling return for 12 year

- Average return: 10.57% - Median return: 10.54% - Average standard deviation: 0.17

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,69,708	69,708	5.81
3 year	36,00,000	41,67,383	5,67,383	5.00
5 year	60,00,000	75,14,181	15,14,181	4.60
7 year	84,00,000	1,14,74,045	30,74,045	4.56
10 year	1,20,00,000	1,93,81,949	73,81,949	4.91
12 year	1,44,00,000	2,64,87,251	1,20,87,251	5.21

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	5.81
3 year	7.35	5
5 year	7.28	4.6
7 year	6.36	4.56
10 year	5.93	4.91
12 year	6.09	5.21

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	5.81
3 year	7.51	5
5 year	7.25	4.6
7 year	6.38	4.56
10 year	6.15	4.91
12 year	6.3	5.21

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	5.81
3 year	8.25	5
5 year	7.64	4.6
7 year	6.58	4.56
10 year	6.21	4.91
12 year	6.36	5.21

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	5.81
3 year	8.74	5
5 year	7.97	4.6
7 year	6.78	4.56
10 year	6.43	4.91
12 year	6.57	5.21

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,69,708 - Absolute Returns: ₹69,708 - CAGR: 5.81%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,67,383 - Absolute Returns: ₹5,67,383 - CAGR: 5%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹75,14,181 - Absolute Returns: ₹15,14,181 - CAGR: 4.6%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,14,74,045 - Absolute Returns: ₹30,74,045 - CAGR: 4.56%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,93,81,949 - Absolute Returns: ₹73,81,949 - CAGR: 4.91%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,64,87,251 - Absolute Returns: ₹1,20,87,251 - CAGR: 5.21%