1Y
-4.78%
3Y
+10.39%
5Y
+7.53%
Since Inception
+11.07%
Sharpe
0.30
Sortino
0.43
Max Drawdown
-26.47%
Volatility
17.96%
Alpha
+0.17%
Beta
0.80
Info Ratio
-0.08
Up / Down Capture
73 / 56
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹1.8K Cr (January - March 2026)
Expense ratio (Direct)1.17%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#235 of 242
Top 97%
3Y CAGR
#120 of 145
Top 83%
5Y CAGR
#91 of 104
Top 88%
Sharpe
#134 of 242
Top 55%