1Y
+3.35%
3Y
+8.05%
5Y
+7.61%
Since Inception
+8.62%
Sharpe
0.33
Sortino
0.48
Max Drawdown
-5.90%
Volatility
3.78%
Alpha
+0.63%
Beta
0.48
Info Ratio
0.10
Up / Down Capture
74 / 18
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹669 Cr (January - March 2026)
Expense ratio (Direct)0.82%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#9 of 23
Top 39%
3Y CAGR
#16 of 21
Top 76%
5Y CAGR
#13 of 18
Top 72%
Sharpe
#14 of 23
Top 61%