1Y
-11.04%
3Y
+8.55%
5Y
+5.88%
Since Inception
+9.93%
Sharpe
0.32
Sortino
0.47
Max Drawdown
-26.47%
Volatility
17.62%
Alpha
+0.17%
Beta
0.80
Info Ratio
-0.08
Up / Down Capture
73 / 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
#235 of 238
Top 99%
3Y CAGR
#122 of 143
Top 85%
5Y CAGR
#94 of 103
Top 91%
Sharpe
#168 of 237
Top 71%