1Y
+4.64%
3Y
+7.77%
5Y
+6.98%
Since Inception
+8.72%
Sharpe
0.28
Sortino
0.40
Max Drawdown
-5.90%
Volatility
3.70%
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
#13 of 25
Top 52%
3Y CAGR
#17 of 22
Top 77%
5Y CAGR
#13 of 18
Top 72%
Sharpe
#13 of 25
Top 52%