1Y
-9.54%
3Y
+10.48%
5Y
+11.25%
Since Inception
+13.80%
Sharpe
0.51
Sortino
0.78
Max Drawdown
-17.85%
Volatility
13.91%
Alpha
-1.16%
Beta
0.87
Info Ratio
-0.46
Up / Down Capture
92 / 98
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹12.0K Cr (January - March 2026)
Expense ratio (Direct)1.13%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Focused
1Y
#28 of 29
Top 97%
3Y CAGR
#24 of 26
Top 92%
5Y CAGR
#19 of 22
Top 86%
Sharpe
#17 of 29
Top 59%