Franklin India Pension Plan Direct Growth

Scheme code: INF090I01JZ3 NAV value: ₹ 234.3021 NAV date: 7 May, 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	15.51	15.6
3 year	6.28	33.32	15.79	9.69
5 year	3.54	26.02	13.5	8.65
7 year	3.33	15.62	11.71	9.31
10 year	3.49	17.22	10.6	10.24
12 year	3.07	16.17	10.84	10.57
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	15.6
3 year	9.08	58.7	29.31	9.69
5 year	3.67	48	18.04	8.65
7 year	3.8	31.03	14.14	9.31
10 year	3.8	28.93	12.39	10.24
12 year	3.63	26.65	12.59	10.57
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	15.6
3 year	7.68	33.37	17.09	9.69
5 year	2.35	27.63	13.51	8.65
7 year	3.76	16.01	12.07	9.31
10 year	3.56	16.94	10.92	10.24
12 year	3.31	16.54	11.01	10.57
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	15.6
3 year	8.04	34.46	18.26	9.69
5 year	3.37	28.64	14.21	8.65
7 year	3.97	16.42	12.41	9.31
10 year	3.53	17.72	11.22	10.24
12 year	3.1	16.97	11.31	10.57
15 year	6.68	16.96	11.22

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	4.9	5.81
3 year	7.3	5
5 year	7.48	4.6
7 year	6.39	4.56
10 year	5.95	4.91
12 year	6.11	5.21

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	5.81
3 year	20.64	5
5 year	13	4.6
7 year	9.48	4.56
10 year	7.99	4.91
12 year	8.12	5.21

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	5.81
3 year	8.22	5
5 year	7.77	4.6
7 year	6.6	4.56
10 year	6.23	4.91
12 year	6.37	5.21

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	5.81
3 year	8.71	5
5 year	8.22	4.6
7 year	6.82	4.56
10 year	6.47	4.91
12 year	6.6	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%