Compare Mutual Funds
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| Field | Franklin India Retirement Fund - Direct Franklin Templeton Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 3.7/10 · Poor |
| Fund house | Franklin Templeton Mutual Fund |
| Category | Solution Oriented Scheme - Retirement Fund · solution |
| Type | Open Ended Schemes |
| Plan | Direct |
| Launch date | Jan 2013 |
| AUM | ₹508 Cr |
| Morningstar | 5★ |
| Performance returns | |
| 1Y return | +1.50% |
| 3Y return (CAGR) | +10.14% |
| 5Y return (CAGR) | +8.50% |
| 10Y return (CAGR) | +8.56% |
| Category avg 1Y | +1.50% |
| SIP returns | |
| SIP 1Y | -1.50% |
| Risk metrics | |
| Risk level | Moderately High risk |
| Volatility (Std Dev 1Y) | 5.23% |
| Sharpe ratio (1Y) | -0.96 |
| Sharpe ratio (3Y) | 0.70 |
| Sortino ratio (1Y) | -0.95 |
| Max drawdown (1Y) | -5.88% |
| Category rank (1Y) | #1 of 1 |
| Quartile (1Y) | Q4 |
| Costs | |
| Expense ratio | 1.59% |
| Exit load | 0 - 3 Years : 3.0 % |
| Portfolio | |
| NAV | ₹233.92 |
| Min SIP | ₹100 |
| Min lump sum | ₹500 |
| Tax & redemption | |
| Lock-in period | None |