Franklin India Retirement Fund (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Franklin India Retirement Fund (G) (86) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Franklin India Retirement Fund (G)
Franklin Templeton Asset Management (I) Pvt.Ltd.
To provide investors regular income under the Dividend Plan and capital appreciation under the Growth Plan.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Balanced Mix
Management
Experienced Team
Quality Score
Average Quality
Franklin India Retirement Fund (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Long-term Track Record
Historical performance consistency
Risk Assessment
Risk-adjusted returns
Equity Exposure
Market exposure level
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| N A B A R D | Debt Others | 9.07% |
| Jubilant Bevco | Debt Others | 6.59% |
| LIC Housing Finance Ltd | Finance - Housing - Large | 5.93% |
| S I D B I | Debt Others | 5.03% |
| Bajaj Housing Finance Ltd | Finance - Housing - Large | 5.01% |
| NABFID | Debt Others | 4.93% |
| Poonawalla Fincorp Ltd | NBFC-Others | 4.91% |
| Mahindra & Mahindra Financial Services Ltd | Finance - Large | 4.88% |
| GSEC2065 | Govt. Securities | 3.83% |
| Jubilant Bever. | Debt Others | 3.54% |
Sector Breakdown
Compare against Retirement Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Retirement Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Retirement Fund category
Franklin India Retirement Fund (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India Retirement Fund - Direct (G) | ₹243.06 | 7.42% | 3.52% | 11.31% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | ₹80.24 | 16.98% | -1.88% | 16.72% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | ₹77.87 | 15.25% | 0.53% | 15.74% |
| Tata Retirement Savings Fund - Progressive (G) | ₹65.84 | 16.12% | -3.31% | 15.01% |
| Tata Retirement Savings Fund - Moderate (G) | ₹65.16 | 14.44% | -0.87% | 14.12% |
| HDFC Retirement Savings Fund - Equity - Dir (G) | ₹58.30 | 14.04% | -1.91% | 19.59% |
| UTI-Retirement Fund - Direct | ₹54.17 | 7.08% | 2.55% | 12.39% |
| HDFC Retirement Savings Fund - Equity (G) | ₹51.35 | 13.47% | -2.90% | 18.27% |
| UTI-Retirement Fund - Regular | ₹50.12 | 6.75% | 1.91% | 11.67% |
| HDFC Retirement Savings Fund-Hybrid Equity-Dir (G) | ₹44.57 | 11.44% | -0.12% | 15.77% |
Category Average Returns
Rajasa Kakulavarapu
A seasoned investment professional with over 29 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.