1Y
+1.42%
3Y
+15.21%
5Y
+12.95%
Since Inception
+16.69%
Sharpe
0.68
Sortino
1.08
Max Drawdown
-23.88%
Volatility
15.64%
Alpha
-0.40%
Beta
0.92
Info Ratio
-0.34
Up / Down Capture
92 / 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
#30 of 32
Top 94%
3Y CAGR
#22 of 30
Top 73%
5Y CAGR
#17 of 22
Top 77%
Sharpe
#26 of 32
Top 81%