1Y
-3.98%
3Y
+10.63%
5Y
+11.07%
Since Inception
+14.95%
Sharpe
0.65
Sortino
0.99
Max Drawdown
-17.65%
Volatility
13.61%
Alpha
+2.04%
Beta
0.92
Info Ratio
0.49
Up / Down Capture
101 / 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
#39 of 42
Top 93%
3Y CAGR
#28 of 38
Top 74%
5Y CAGR
#12 of 28
Top 43%
Sharpe
#17 of 42
Top 40%