1Y
-3.78%
3Y
+14.52%
5Y
+13.93%
Since Inception
+16.25%
Sharpe
0.73
Sortino
1.15
Max Drawdown
-15.94%
Volatility
12.71%
Alpha
+1.54%
Beta
0.83
Info Ratio
0.02
Up / Down Capture
88 / 75
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹2.4K Cr (January - March 2026)
Expense ratio (Direct)1.36%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Dividend Yield
1Y
#9 of 10
Top 90%
3Y CAGR
#6 of 8
Top 75%
5Y CAGR
#5 of 6
Top 83%
Sharpe
#3 of 10
Top 30%