1Y
-1.76%
3Y
+12.33%
5Y
+8.75%
Since Inception
+13.79%
Sharpe
0.37
Sortino
0.56
Max Drawdown
-19.53%
Volatility
14.19%
Alpha
-0.87%
Beta
0.89
Info Ratio
-0.38
Up / Down Capture
90 / 91
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹3.5K Cr (January - March 2026)
Expense ratio (Direct)1.57%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#34 of 36
Top 94%
3Y CAGR
#26 of 28
Top 93%
5Y CAGR
#27 of 28
Top 96%
Sharpe
#26 of 36
Top 72%