1Y
+0.46%
3Y
+8.34%
5Y
+7.28%
Since Inception
+7.75%
Sharpe
0.13
Sortino
0.18
Max Drawdown
-4.01%
Volatility
3.94%
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
#17 of 19
Top 89%
3Y CAGR
#13 of 19
Top 68%
5Y CAGR
#14 of 18
Top 78%
Sharpe
#14 of 19
Top 74%