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Franklin India Retirement Fund Direct-Growth
Hybrid: Balanced Hybrid - Growth (Open ended)
SEBI Riskometer: Moderately HighCategory: Hybrid: Balanced HybridBenchmark: CRISIL Short Term Debt Hybrid 60+40 IndexCheck Portfolio Overlap →
NAV: ₹234.82-0.25%
22 Oct 2026
Similar Funds
Side-by-side comparison of Franklin India Retirement Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | -3.57% | -2.02% | 4 / 5 |
| 3Y Return | +6.81% | 8.53% | 3 / 4 |
| 5Y Return | +6.37% | 7.52% | 2 / 3 |
| 10Y Return | +7.46% | 9.20% | 2 / 3 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Hybrid: Balanced Hybrid
Top funds by AUM in the Hybrid: Balanced Hybrid category — see how Franklin India Retirement Fund Direct-Growth compares on size and returns.
Funds Tracking CRISIL Short Term Debt Hybrid 60+40 Index
Top funds tracking the CRISIL Short Term Debt Hybrid 60+40 Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Franklin India Retirement Fund Direct-Growth?
Funds similar to Franklin India Retirement Fund Direct-Growth in the Hybrid: Balanced Hybrid category include UTI Retirement Fund Direct, UTI Childrens Hybrid Fund-Direct Plan, and SBI Balanced Hybrid Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Franklin India Retirement Fund Direct-Growth in its category?
On a 3-year return basis Franklin India Retirement Fund Direct-Growth is ranked 3 out of 4 funds in the Hybrid: Balanced Hybrid category as of 21 Oct 2026. On a 5-year return basis it ranks 2 out of 3. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Franklin India Retirement Fund Direct-Growth's expense ratio compare to similar funds?
Franklin India Retirement Fund Direct-Growth has an expense ratio of 1.52%. The peers UTI Retirement Fund Direct has an expense ratio of 1.16% and UTI Childrens Hybrid Fund-Direct Plan has 1.51%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Franklin India Retirement Fund Direct-Growth's AUM compare to similar funds?
Franklin India Retirement Fund Direct-Growth has an AUM of ₹479.34 crore. The peers UTI Retirement Fund Direct has an AUM of ₹4,578.02 crore and UTI Childrens Hybrid Fund-Direct Plan has ₹4,258.23 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Balanced Hybrid?
The top performing fund in the Hybrid: Balanced Hybrid category on a 3-year basis is 360 ONE Balanced Hybrid Fund Direct-Growth with a CAGR of 9.86% as of 21 Oct 2026. Franklin India Retirement Fund Direct-Growth has delivered 6.81% CAGR over the same period, ranking 3 out of 4 funds. You can view and compare the full category ranking on sharpely.
How does Franklin India Retirement Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Franklin India Retirement Fund Direct-Growth has a Sharpe ratio of 0.24 compared to the Hybrid: Balanced Hybrid average of 0.23 as of 21 Oct 2026. It ranks 2 out of 3 funds in its category on Sharpe ratio.