1Y
-1.97%
3Y
+11.22%
5Y
+9.37%
Since Inception
+13.48%
Sharpe
0.54
Sortino
0.84
Max Drawdown
-19.53%
Volatility
13.83%
Alpha
-0.87%
Beta
0.89
Info Ratio
-0.38
Up / Down Capture
90 / 91
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹3.5K Cr (January - March 2026)
Expense ratio (Direct)1.57%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#33 of 36
Top 92%
3Y CAGR
#26 of 28
Top 93%
5Y CAGR
#26 of 28
Top 93%
Sharpe
#27 of 36
Top 75%