1Y
-4.69%
3Y
+11.82%
5Y
+10.33%
Since Inception
+12.07%
Sharpe
0.50
Sortino
0.75
Max Drawdown
-13.40%
Volatility
10.08%
Alpha
+3.99%
Beta
1.06
Info Ratio
1.18
Up / Down Capture
122 / 97
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹2.3K Cr (January - March 2026)
Expense ratio (Direct)1.01%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#27 of 32
Top 84%
3Y CAGR
#20 of 32
Top 62%
5Y CAGR
#19 of 28
Top 68%
Sharpe
#17 of 32
Top 53%