Franklin India Retirement Fund - Direct - Growth
A Solution Oriented Scheme by Franklin Templeton Asset Management (India) Private Limited
3Y Returns (CAGR)
8.46%
Expense Ratio
1.46%
as of 01/05/2026
AUM
₹47.46 Cr
Qtr End: Mar 26
NAV
₹235.829
as of 03/06/2026
3Y Returns (CAGR)
8.46%
Expense Ratio
1.46%
as of 01/05/2026
AUM
₹47.46 Cr
Qtr End: Mar 26
NAV
₹235.829
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -1.18% | -4.64% | 7.67% |
| 6M | -3.42% | -6.71% | 6.43% |
| 1Y | -1.87% | -1.87% | 5.16% |
| 3Y | 27.58% | 8.46% | 5.41% |
| 5Y | 43.70% | 7.52% | 5.50% |
Scheme Details
- Launch Date
- 31/03/1997
- Fund Age
- 29.1 years
- Minimum Investment
- ₹500
- Fund House
- Franklin Templeton Mutual Fund
- Category
- Solution Oriented Scheme
- Sub-category
- Retirement Fund (Solution Oriented Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| ICICI Prudential Retirement Fund Pure Equity Plan - Direct - Growth | 22.63% | 0.72% | ₹316.87 |
| ICICI Prudential Retirement Fund Hybrid Aggressive Plan - Direct - Growth | 20.17% | 0.79% | ₹61.4 |
| Aditya Birla Sun Life Retirement Fund-The 30s Plan - Direct - Growth | 16.60% | 1.14% | ₹24.64 |
| ICICI Prudential Retirement Fund Hybrid Conservative Plan - Direct - Growth | 10.71% | 0.87% | ₹10.58 |
| Aditya Birla Sun Life Retirement Fund-The 50s Plan - Direct - Growth | 8.60% | 0.63% | ₹8.19 |
| Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct - Growth | 12.49% | 1.12% | ₹7.72 |
| Union Retirement Fund - Direct - Growth | 14.76% | 1.15% | ₹7.27 |