1Y
+1.60%
3Y
+12.55%
5Y
+8.43%
Since Inception
+12.16%
Sharpe
0.27
Sortino
0.39
Max Drawdown
-18.36%
Volatility
12.86%
Alpha
+0.73%
Beta
0.89
Info Ratio
0.09
Up / Down Capture
94 / 88
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹7.6K Cr (January - March 2026)
Expense ratio (Direct)1.47%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#20 of 37
Top 54%
3Y CAGR
#16 of 34
Top 47%
5Y CAGR
#25 of 31
Top 81%
Sharpe
#28 of 37
Top 76%