Solution Oriented Scheme - Retirement FundFranklin Templeton Mutual Fund

Franklin India Retirement Fund - Growth

₹214.3887▼ 0.5138 (0.24%)

Scheme Type

Open Ended Schemes

NAV History

+0.70%

365 data points · Period: 1Y

Returns

CAGR

-0.24%

+1.55%

-2.43%

+3.75%

+8.71%

+7.44%

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,070

+0.7%

3Y Ago

₹13,214

+32.1%

5Y Ago

₹17,872

+78.7%

Past performance ≠ future results

Fund Analytics

Score: 61.4 / 100

Performance

Total Returns

Simple return over period

+1.79%

CAGR

Compound annual growth rate

+1.79%

Growth of ₹10K

Hypothetical investment value

₹10,179

SIP XIRR

SIP internal rate of return

-4.07%

Risk

Volatility (Ann.)

Std deviation of returns

5.05%LOW

Max Drawdown

Worst peak-to-trough

-4.87%

Sharpe Ratio

Risk-adjusted return

-0.83POOR

Sortino Ratio

Downside risk-adjusted return

-1.25POOR

Benchmark

Beta

Market sensitivity

0.38DEF

Alpha

Excess return vs benchmark

-1.99%

Tracking Error

Deviation from benchmark

8.03%

Information Ratio

Alpha per unit tracking error

-0.25

Treynor Ratio

Return per unit systematic risk

-11.11

Capture

Upside Capture

Participation in market gains

39.91%

Downside Capture

Participation in market losses

37.77%

Rolling Returns

1Y Rolling CAGR

Avg 10.2% (-3.0% – 24.0%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+1.8%+0.1%

-2.0%

3Y+9.3%+12.2%

+0.9%

5Y+7.4%+11.0%

-0.4%

Beta

1Y: 0.383Y: 0.395Y: 0.37

Underperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹90,412

Total Value

₹3,90,412

*Based on historical CAGR. Projections are illustrative, not guaranteed