1Y
-1.90%
3Y
+11.35%
5Y
+11.11%
Since Inception
+15.27%
Sharpe
0.56
Sortino
0.87
Max Drawdown
-15.94%
Volatility
12.51%
Alpha
+1.55%
Beta
0.84
Info Ratio
0.09
Up / Down Capture
89 / 77
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
#8 of 9
Top 89%
5Y CAGR
#5 of 6
Top 83%
Sharpe
#3 of 10
Top 30%