Compare Franklin India Pension Fund vs 360 ONE Balanced Hybrid Fund
Fund Details
Risk | High | High |
Rating | 0.0 | 0.0 |
Min SIP Amount | ₹500 | ₹1000 |
Expense Ratio | 2.26 | 1.95 |
NAV | ₹210.20 | ₹12.32 |
Fund Started | 03 Mar 1997 | 04 Sep 2023 |
Fund Size | ₹515.96 Cr | ₹843.25 Cr |
Exit Load | Exit load of 3% if redeemed before the age of 58 yrs. | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. |
Returns
1 Year | 17.59% | 22.77% |
3 Year | 8.96% | - |
5 Year | 9.75% | - |
Holding Analysis
Equity | 38.58% | 41.56% |
Cash | 3.13% | 2.89% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Anand Radhakrishnan | Mayur Patel |
Start Date | 01 Jan 2019 | 04 Sep 2023 |
About Fund
Description | 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. | The scheme seeks to generate long term capital appreciation/income by investing in equity and debt instruments. |
Launch Date | 03 Mar 1997 | 04 Sep 2023 |
