1Y
-4.52%
3Y
+16.45%
5Y
+17.61%
Since Inception
+20.42%
Sharpe
0.74
Sortino
1.25
Max Drawdown
-24.12%
Volatility
18.13%
Alpha
-0.96%
Beta
0.89
Info Ratio
-0.46
Up / Down Capture
84 / 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
#29 of 31
Top 94%
3Y CAGR
#13 of 23
Top 57%
5Y CAGR
#8 of 20
Top 40%
Sharpe
#12 of 31
Top 39%