1Y
-4.76%
3Y
+13.75%
5Y
+15.03%
Since Inception
+17.71%
Sharpe
0.74
Sortino
1.20
Max Drawdown
-17.98%
Volatility
14.43%
Alpha
+1.09%
Beta
0.92
Info Ratio
0.13
Up / Down Capture
98 / 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
#16 of 23
Top 70%
3Y CAGR
#16 of 21
Top 76%
5Y CAGR
#5 of 15
Top 33%
Sharpe
#4 of 23
Top 17%