Investment Objective
The Scheme Aims To Invest In A Portfolio Of Equity / Equity Related Securities And Fixed Income Securities (Debt And Money Market Securities) With A View To Generating Regular Income…
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At a glance
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Portfolio
As of 8 Oct 2026
Asset class
Market cap
Key figures
How it compares
Trailing Returns
| 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 7Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|
| This fund | -2.06% | -2.34% | +1.39% | -3.12% | -2.44% | +6.37% | +5.95% | +7.62% | +6.78% |
Calendar Year Returns vs Benchmark
Comparison with CRISIL Short Term Debt Hybrid 60+40 Fund Index
More detail
Monthly returns, rolling returns, risk measures and the full NAV history.
Franklin India Retirement Fund Growth is a Solution Oriented - Retirement hybrid fund from Franklin Templeton Asset Management (India) Private Limited, launched on 31 Mar 1997. Its benchmark is the CRISIL Short Term Debt Hybrid 60+40 Fund Index. The expense ratio is 2.23% a year. It manages ₹493 crore. The NAV was ₹213.03 on 8 Oct 2026.
| Period | Return | Volatility a year |
|---|---|---|
| Last 1 year | -2.44% | 6.37% |
| Last 3 years | +6.37% a year | 6.10% |
| Last 5 years | +5.95% a year | 5.83% |
| Last 10 years | +6.78% a year | 6.24% |
Returns over 3 years and longer are compounded annual returns. Volatility is the annualised standard deviation of returns over the same period. Figures as of 7 Oct 2026.
From 2017 to 2026, the fund returned more than the CRISIL Short Term Debt Hybrid 60+40 Fund Index in 2 of 10 calendar years. The 2026 figure is year to date.
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| 2026 YTD |
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| This fund | +13.41% | +1.06% | +8.82% | +8.50% | +9.72% | +3.53% | +14.05% | +12.59% | +4.28% | -3.12% |
| Benchmark | +16.90% | +4.56% | +10.03% | +15.42% | +13.89% | +4.68% | +14.09% | +10.78% | +8.58% | -71.76% |
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