1Y
-5.21%
3Y
+17.72%
5Y
+14.51%
Since Inception
+16.54%
Sharpe
0.63
Sortino
1.00
Max Drawdown
-23.88%
Volatility
16.00%
Alpha
-1.29%
Beta
0.92
Info Ratio
-0.61
Up / Down Capture
89 / 90
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹12.2K Cr (January - March 2026)
Expense ratio (Direct)1.12%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#29 of 31
Top 94%
3Y CAGR
#22 of 29
Top 76%
5Y CAGR
#18 of 22
Top 82%
Sharpe
#26 of 31
Top 84%