1Y
-3.56%
3Y
+9.41%
5Y
+7.46%
Since Inception
+10.77%
Sharpe
0.38
Sortino
0.57
Max Drawdown
-18.36%
Volatility
12.54%
Alpha
+0.73%
Beta
0.89
Info Ratio
0.09
Up / Down Capture
94 / 88
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹7.6K Cr (January - March 2026)
Expense ratio (Direct)1.47%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#25 of 37
Top 68%
3Y CAGR
#19 of 34
Top 56%
5Y CAGR
#23 of 31
Top 74%
Sharpe
#27 of 37
Top 73%