1Y
-16.03%
3Y
+12.24%
5Y
+9.08%
Since Inception
+9.35%
Sharpe
0.27
Sortino
0.40
Max Drawdown
-26.47%
Volatility
17.62%
Alpha
+2.08%
Beta
0.81
Info Ratio
0.05
Up / Down Capture
80 / 56
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹1.8K Cr (January - March 2026)
Expense ratio (Direct)1.17%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#217 of 225
Top 96%
3Y CAGR
#92 of 128
Top 72%
5Y CAGR
#86 of 99
Top 87%
Sharpe
#159 of 225
Top 71%