1Y
-1.51%
3Y
+11.19%
5Y
+12.39%
Since Inception
+15.45%
Sharpe
0.68
Sortino
1.07
Max Drawdown
-15.94%
Volatility
12.47%
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
#7 of 10
Top 70%
3Y CAGR
#6 of 9
Top 67%
5Y CAGR
#5 of 6
Top 83%
Sharpe
#5 of 10
Top 50%