Solution Oriented Scheme - Retirement FundFranklin Templeton Mutual Fund

Franklin India Retirement Fund - Direct Plan - Growth

₹242.8966▼ 0.2150 (0.09%)

Scheme Type

Open Ended Schemes

NAV History

+8.42%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,842

+8.4%

3Y Ago

₹14,583

+45.8%

5Y Ago

₹18,412

+84.1%

Past performance ≠ future results

Fund Analytics

Score: 38.1 / 100

Performance

Total Returns

Simple return over period

+1.06%

CAGR

Compound annual growth rate

+1.06%

Growth of ₹10K

Hypothetical investment value

₹10,106

SIP XIRR

SIP internal rate of return

+1.75%

Risk

Volatility (Ann.)

Std deviation of returns

5.05%LOW

Max Drawdown

Worst peak-to-trough

-4.64%

Sharpe Ratio

Risk-adjusted return

-0.98POOR

Sortino Ratio

Downside risk-adjusted return

-1.33POOR

Benchmark

Beta

Market sensitivity

0.38DEF

Alpha

Excess return vs benchmark

-2.03%

Tracking Error

Deviation from benchmark

7.90%

Information Ratio

Alpha per unit tracking error

-0.26

Treynor Ratio

Return per unit systematic risk

-12.93

Capture

Upside Capture

Participation in market gains

38.37%

Downside Capture

Participation in market losses

35.97%

Rolling Returns

1Y Rolling CAGR

Avg 11.1% (-5.0% – 42.5%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-08-21

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+1.1%-1.6%

-2.0%

3Y+8.6%+8.8%

+1.5%

5Y+7.9%+9.1%

+0.7%

Beta

1Y:0.383Y:0.395Y:0.38

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

₹1,24,017

Total Value

₹4,24,017

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