1Y
+5.17%
3Y
+6.44%
5Y
+5.38%
Since Inception
+5.49%
Sharpe
-0.65
Sortino
-0.75
Max Drawdown
-3.16%
Volatility
2.46%
Alpha
-0.61%
Beta
0.82
Info Ratio
-0.34
Up / Down Capture
87 / 69
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-15
AUM₹177 Cr (January - March 2026)
Expense ratio (Direct)0.63%
Minimum lumpsumRs 10,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Gilt
1Y
#3 of 30
Top 10%
3Y CAGR
#8 of 28
Top 29%
5Y CAGR
#18 of 24
Top 75%
Sharpe
#27 of 30
Top 90%