1Y
-0.68%
3Y
+22.42%
5Y
+20.85%
Since Inception
+23.90%
Sharpe
1.00
Sortino
1.76
Max Drawdown
-20.28%
Volatility
16.55%
Alpha
+9.50%
Beta
1.07
Info Ratio
1.37
Up / Down Capture
135 / 98
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹3.0K Cr (January - March 2026)
Expense ratio (Direct)1.10%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#116 of 225
Top 52%
3Y CAGR
#24 of 128
Top 19%
5Y CAGR
#11 of 99
Top 11%
Sharpe
#7 of 225
Top 3%