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Franklin Templeton Mutual Fund

Franklin India Retirement Fund

Franklin Templeton Mutual Fund · Direct plan · Growth

3-year returns
7.5%
a year
NAV
₹241.18
▲ 0.42% · 18 Sept 2026
Fund size
₹493 Cr
Expense ratio
1.53%
a year

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹218.15 and has returned 6.72% a year over 3 years.

Returns, and where it stands

Against the average retirement fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year-0.2%1.8%behind21 of 29
3 years7.5%9.8%behind18 of 26
5 years7.2%9.1%behind16 of 25
10 years7.8%10.6%behind9 of 10
Every period, and the Regular plan →
PeriodDirectRegular
1 month-0.8%-0.8%
3 months0.5%0.3%
6 months2.1%1.7%
1 year-0.2%-1%
2 yearsp.a.2.1%1.3%
3 yearsp.a.7.5%6.7%
5 yearsp.a.7.2%6.3%
7 yearsp.a.8.8%8%
10 yearsp.a.7.8%7%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▼ 0.23% in the last 1Y

230.8237.8244.818 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹11,548
XIRR (per year)
4.09%
Value today
₹1,91,548

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
5.4% a year
3.6% less than the category average — the steadier side
Worst fall so far
−13.8%
Feb 2020 to Mar 2020, against −18.4% for the category.
Years that made money
95.9%
Of every one-year stretch it has been through.
Over any three years
2.6% to 14.2%
A year, at worst and at best. Typically 9.1%.

Fund details

Minimum top-up
₹500
Lock-in
5 years
Plan started
1 Jan 2013
Expense ratio
1.53%
as of 31 Aug 2026

Managed by Ajay Argal, Pallab Roy, Anuj Tagra, Rajasa Kakulavarapu

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Franklin India Retirement Fund against other funds in the Retirement Fund category
Fund1Y3Y5YExpenseFund size
ICICI Prudential Retirement Fund Pure Equity Plan6.29%19.48%19.16%0.86%₹2,158 Cr
ICICI Prudential Retirement Fund Hybrid Aggressive Plan6.35%17.23%14.97%1.13%₹1,320 Cr
Aditya Birla Sun Life Retirement Fund-The 30S Plan11.58%15.77%12.16%0.97%₹487 Cr
Union Retirement Fund3.35%12.79%0.98%₹216 Cr
Tata Retirement Savings Fund-Progressive Plan4.31%12.76%10.44%0.82%₹2,255 Cr
Tata Retirement Savings Fund-Moderate Plan4.27%12.06%10.37%0.83%₹2,251 Cr
Franklin India Retirement Fund-0.23%7.54%7.16%1.53%₹493 Cr

About Franklin India Retirement Fund

Franklin India Retirement Fund is a retirement fund managed by Franklin Templeton Mutual Fund. Solution-oriented funds for retirement, with a lock-in of 5 years or until retirement age, whichever is earlier.

The Fund seeks to provide investors regular income under the Dividend Plan and capital appreciation under the Growth Plan.

The scheme's stated objective, as published by Franklin Templeton Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹241.1772118548
DirectIDCW₹18.3451118549
RegularGrowth₹218.1465100536
RegularIDCW₹16.5632100535

Frequently asked questions

What is the NAV of Franklin India Retirement Fund today?

The NAV of Franklin India Retirement Fund (Direct plan, Growth) is ₹241.1772 and the Regular plan NAV is ₹218.1465, as of 18 Sept 2026.

What returns has Franklin India Retirement Fund given?

Over the last year the Direct plan returned -0.23%, and 7.54% a year over 3 years and 7.16% a year over 5 years. That places it 18 of 26 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Franklin India Retirement Fund?

The Direct plan charges 1.53% a year, as disclosed on 31 Aug 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

How much has Franklin India Retirement Fund fallen in the past?

Its deepest fall was 13.8% from 19 Feb 2020 to 23 Mar 2020. Of every one-year stretch in its history, 96% ended in a gain.

Which category does Franklin India Retirement Fund belong to?

It is a Retirement Fund from Franklin Templeton Mutual Fund. Solution-oriented funds for retirement, with a lock-in of 5 years or until retirement age, whichever is earlier.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Franklin India Retirement Fund taxed?

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.