1Y
-7.49%
3Y
+14.12%
5Y
+13.40%
Since Inception
+15.40%
Sharpe
0.63
Sortino
0.96
Max Drawdown
-17.65%
Volatility
13.93%
Alpha
+1.71%
Beta
0.92
Info Ratio
0.37
Up / Down Capture
99 / 90
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹19.3K Cr (January - March 2026)
Expense ratio (Direct)0.99%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Flexi Cap
1Y
#38 of 41
Top 93%
3Y CAGR
#16 of 35
Top 46%
5Y CAGR
#9 of 25
Top 36%
Sharpe
#11 of 40
Top 28%