1Y
+2.10%
3Y
+7.72%
5Y
+7.14%
Since Inception
+7.71%
Sharpe
0.17
Sortino
0.23
Max Drawdown
-4.01%
Volatility
3.87%
Alpha
+2.16%
Beta
1.19
Info Ratio
1.24
Up / Down Capture
130 / 122
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹183 Cr (January - March 2026)
Expense ratio (Direct)0.75%
Minimum lumpsumRs 10,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Conservative Hybrid
1Y
#12 of 19
Top 63%
3Y CAGR
#10 of 19
Top 53%
5Y CAGR
#10 of 18
Top 56%
Sharpe
#15 of 19
Top 79%