Solution Oriented
Retirement
Moderately High
Investment Returns (CAGR)
1 yr.
8.47
3 yr.
9.68
5 yr.
9.18
Since Inception.
9.8%
Fund Size (Rs.)
472 Cr
Benchmark Index
----
Scheme Type
Growth
ISIN
INF090I01JZ3
Expense Ratio
1.49%
Minimum SIP (Rs.)
500
Launch Date
01-Jan-2013
Fund House
Franklin Templeton Mutual Fund
Exit Load
Exit load of 3% if redeemed before the age of 58 yrs.
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The scheme seeks to generate steady returns along with tax savings through a portfolio of upto 40% in equities with the balance invested in fixed income instruments. This is to ensure relative stability and deliver superior returns. ;
Solution Oriented
Retirement
Moderately High
Fund Size (Rs.)
472 Cr
Benchmark Index
----
Scheme Type
Growth
ISIN
INF090I01JZ3
Expense Ratio
1.49%
Minimum SIP (Rs.)
500
Launch Date
01-Jan-2013
Fund House
Franklin Templeton Mutual Fund
Exit Load
Exit load of 3% if redeemed before the age of 58 yrs.
1 yr. 8.47
3 yr. 9.68
5 yr. 9.18
Since Inception. 9.8%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The scheme seeks to generate steady returns along with tax savings through a portfolio of upto 40% in equities with the balance invested in fixed income instruments. This is to ensure relative stability and deliver superior returns. ;
