1Y
+3.55%
3Y
-
5Y
-
Since Inception
+6.29%
Sharpe
-0.53
Sortino
-0.65
Max Drawdown
-1.71%
Volatility
2.57%
Alpha
+0.05%
provisional: short history
Beta
0.85
provisional: short history
Info Ratio
0.41
provisional: short history
Up / Down Capture
96 / 68
provisional: short history
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2024-09-24
AUM₹49 Cr (January - March 2026)
Expense ratio (Direct)0.34%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Medium to Long Duration
1Y
#3 of 16
Top 19%
3Y CAGR
-
5Y CAGR
-
Sharpe
#8 of 16
Top 50%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.