1Y
-8.52%
3Y
+13.77%
5Y
+12.66%
Since Inception
+15.09%
Sharpe
0.59
Sortino
0.89
Max Drawdown
-18.17%
Volatility
14.01%
Alpha
+1.27%
Beta
0.92
Info Ratio
0.23
Up / Down Capture
99 / 92
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹6.3K Cr (January - March 2026)
Expense ratio (Direct)1.14%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#53 of 58
Top 91%
3Y CAGR
#32 of 56
Top 57%
5Y CAGR
#26 of 45
Top 58%
Sharpe
#23 of 58
Top 40%