1Y
-5.81%
3Y
+10.85%
5Y
+8.65%
Since Inception
+10.81%
Sharpe
0.33
Sortino
0.48
Max Drawdown
-18.36%
Volatility
12.82%
Alpha
+0.74%
Beta
0.89
Info Ratio
0.07
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
#24 of 37
Top 65%
3Y CAGR
#22 of 34
Top 65%
5Y CAGR
#25 of 30
Top 83%
Sharpe
#30 of 37
Top 81%