Franklin India Retirement Fund - Direct (G) logo

Franklin India Retirement Fund Direct Growth

Solution Oriented

|

Retirement Fund

NAV ₹241.53 as on 16 Jul 2026

RiskModerately High

Fund Size₹495.78Cr

NAV₹241.53 as on 16 Jul 2026
RiskModerately High
Fund Size₹495.78Cr

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Investment Details
Top Rated Funds

Lock-in

5 Years

Min One Time Amount

₹500

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹500

Exit Load

3%, if redeemed before the age of 58 years (subject to a 3 year lock-in period) NIL, if redeemed after the age of 58 years

Basic Details

Age

13 years 6 months (Since Jan 01, 2013)

Return since Launch

9.77%

Expense ratio

1.46%

Type

OPEN

AUM (Fund Size)

₹495.78

Risk Grade

Moderately High

Benchmark

40% Nifty 500+60% Crisil Composite Bond Fund Index

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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Asset Allocation

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Scheme Holding Summary

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RiskometerLevel of risk in the scheme
Moderate
High
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Very
High

Your investment will be at Moderately High Risk

Fund house & investment objective
Rank (total assets)#18 in India
Total AUM₹1,27,381.83Cr
Date of Incorporation06 Oct 1995
Franklin India Retirement Fund Direct Growth is a Solution Oriented Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 01 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹1,27,381.83 Cr and the Latest NAV as of 16 Jul 2026 is ₹241.53.
The Franklin India Retirement Fund Direct Growth is rated Moderately High. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹500. Exit load of 3%, if redeemed before the age of 58 years (subject to a 3 year lock-in period) NIL, if redeemed after the age of 58 years.
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Returns and Rankings

Category: Solution Oriented Retirement Fund

1Y3Y5YAll
Fund returns0.19%2.85%1.53%0.72%
Category average2.50%3.48%1.88%-
Rank within category191413-

FAQ’s

What kind of returns does Franklin India Retirement Fund Direct Growth provide?

Franklin India Retirement Fund Direct Growth has given a return of 8.79% in the past 3 years.

What is the expense ratio charged by Franklin India Retirement Fund Direct Growth?

The Expense Ratio charged by Franklin India Retirement Fund Direct Growth is 1.46%.

What is the AUM size of Franklin India Retirement Fund Direct Growth?

The AUM size of Franklin India Retirement Fund Direct Growth is ₹495.78Cr.

What is the minimum SIP amount that you can invest in Franklin India Retirement Fund Direct Growth?

₹500 is the minimum SIP amount that you can invest in Franklin India Retirement Fund Direct Growth .

What are the top stock holdings of Franklin India Retirement Fund Direct Growth?

The top stock holdings of Franklin India Retirement Fund Direct Growth include

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