1Y
-1.00%
3Y
+12.17%
5Y
+11.25%
Since Inception
+15.66%
Sharpe
0.50
Sortino
0.75
Max Drawdown
-18.17%
Volatility
13.81%
Alpha
+1.66%
Beta
0.92
Info Ratio
0.36
Up / Down Capture
100 / 92
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹6.3K Cr (January - March 2026)
Expense ratio (Direct)1.14%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#50 of 58
Top 86%
3Y CAGR
#34 of 57
Top 60%
5Y CAGR
#27 of 45
Top 60%
Sharpe
#24 of 58
Top 41%