1Y
-0.59%
3Y
+15.61%
5Y
+17.06%
Since Inception
+22.37%
Sharpe
0.81
Sortino
1.41
Max Drawdown
-20.28%
Volatility
16.38%
Alpha
+9.33%
Beta
1.07
Info Ratio
1.34
Up / Down Capture
135 / 98
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹3.0K Cr (January - March 2026)
Expense ratio (Direct)1.10%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#192 of 242
Top 79%
3Y CAGR
#69 of 145
Top 48%
5Y CAGR
#22 of 104
Top 21%
Sharpe
#11 of 242
Top 5%