1Y
+2.13%
3Y
+10.32%
5Y
+13.65%
Since Inception
+19.60%
Sharpe
0.62
Sortino
1.02
Max Drawdown
-24.12%
Volatility
17.92%
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
#24 of 26
Top 92%
5Y CAGR
#12 of 21
Top 57%
Sharpe
#16 of 32
Top 50%