1Y
-4.60%
3Y
+9.13%
5Y
+12.62%
Since Inception
+16.49%
Sharpe
0.71
Sortino
1.14
Max Drawdown
-17.98%
Volatility
14.14%
Alpha
+1.30%
Beta
0.92
Info Ratio
0.21
Up / Down Capture
99 / 92
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹2.2K Cr (January - March 2026)
Expense ratio (Direct)1.06%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Value
1Y
#20 of 23
Top 87%
3Y CAGR
#20 of 22
Top 91%
5Y CAGR
#9 of 17
Top 53%
Sharpe
#6 of 23
Top 26%