1Y
+2.40%
3Y
+8.05%
5Y
+7.24%
Since Inception
+7.82%
Sharpe
0.04
Sortino
0.05
Max Drawdown
-4.01%
Volatility
3.90%
Alpha
+2.16%
Beta
1.19
Info Ratio
1.24
Up / Down Capture
130 / 122
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹183 Cr (January - March 2026)
Expense ratio (Direct)0.75%
Minimum lumpsumRs 10,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Conservative Hybrid
1Y
#12 of 19
Top 63%
3Y CAGR
#11 of 19
Top 58%
5Y CAGR
#10 of 18
Top 56%
Sharpe
#15 of 19
Top 79%