1Y
-3.10%
3Y
+10.32%
5Y
+11.93%
Since Inception
+16.94%
Sharpe
0.59
Sortino
0.94
Max Drawdown
-17.98%
Volatility
14.22%
Alpha
+1.30%
Beta
0.92
Info Ratio
0.21
Up / Down Capture
99 / 92
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹2.2K Cr (January - March 2026)
Expense ratio (Direct)1.06%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Value
1Y
#21 of 23
Top 91%
3Y CAGR
#19 of 22
Top 86%
5Y CAGR
#12 of 18
Top 67%
Sharpe
#5 of 23
Top 22%