1Y
-10.50%
3Y
+7.41%
5Y
+9.09%
Since Inception
+13.09%
Sharpe
0.54
Sortino
0.82
Max Drawdown
-17.85%
Volatility
13.58%
Alpha
-1.44%
Beta
0.86
Info Ratio
-0.51
Up / Down Capture
90 / 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
#29 of 29
Top 100%
3Y CAGR
#28 of 28
Top 100%
5Y CAGR
#20 of 23
Top 87%
Sharpe
#16 of 29
Top 55%