1Y
-1.75%
3Y
+8.74%
5Y
+7.48%
Since Inception
+8.10%
Sharpe
0.16
Sortino
0.23
Max Drawdown
-7.44%
Volatility
5.74%
Alpha
-0.87%
vs proxy benchmark
Beta
0.38
vs proxy benchmark
Info Ratio
-0.55
vs proxy benchmark
Up / Down Capture
48 / 33
vs proxy benchmark
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹506 Cr (January - March 2026)
Expense ratio (Direct)1.46%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Retirement
1Y
#21 of 29
Top 72%
3Y CAGR
#18 of 26
Top 69%
5Y CAGR
#17 of 25
Top 68%
Sharpe
#20 of 29
Top 69%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.