1Y
+7.16%
3Y
-
5Y
-
Since Inception
+5.82%
Sharpe
0.03
Sortino
0.03
Max Drawdown
-18.68%
Volatility
17.20%
Alpha
+4.93%
provisional: short history
Beta
1.05
provisional: short history
Info Ratio
1.13
provisional: short history
Up / Down Capture
116 / 94
provisional: short history
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2024-07-29
AUM₹4.8K Cr (January - March 2026)
Expense ratio (Direct)0.77%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#16 of 32
Top 50%
3Y CAGR
-
5Y CAGR
-
Sharpe
#30 of 32
Top 94%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.