1Y
+43.71%
3Y
+19.98%
5Y
+7.22%
Since Inception
+6.67%
Sharpe
0.10
Sortino
0.16
Max Drawdown
-35.98%
Volatility
18.57%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹384 Cr (January - March 2026)
Expense ratio (Direct)1.74%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#2 of 225
Top 1%
3Y CAGR
#39 of 128
Top 30%
5Y CAGR
#94 of 99
Top 95%
Sharpe
#174 of 225
Top 77%
Data quality flags
- Default benchmark for this category is not yet in our data, so benchmark-relative metrics are unavailable.