1Y
+5.28%
3Y
+13.24%
5Y
+15.51%
Since Inception
+20.63%
Sharpe
0.77
Sortino
1.29
Max Drawdown
-24.12%
Volatility
17.71%
Alpha
-0.43%
Beta
0.89
Info Ratio
-0.33
Up / Down Capture
85 / 80
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹12.8K Cr (January - March 2026)
Expense ratio (Direct)1.06%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#30 of 32
Top 94%
3Y CAGR
#18 of 24
Top 75%
5Y CAGR
#13 of 21
Top 62%
Sharpe
#16 of 32
Top 50%