The objective of the scheme is to generate long term capital appreciation by investing in equity and equity related instruments, debt & money market instruments and commodities.
However, there is no assurance that the investment objective of the scheme will be realized.
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns
Since Launch in Jul 11, 2025
9.62
%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
1.92%
Volatility
0.0 %
Fund House
Franklin Templeton Mutual Fund
Fund Manager
R. Janakiraman, Rajasa Kakulavarapu, Rohan Maru, Pallab Roy & Sandeep Manam
In respect of each purchase of Units
• Upto 10% of the Units may be redeemed without any exit load within 1 year from the date of allotment*.
• Any redemption in excess of the above limit shall be subject to the following exit load:
o 0.50 % - if redeemed on or before 1 year from the date of allotment
o Nil - if redeemed after 1 year from the date of allotment
* This condition is applicable on a yearly basis. In case of multiple transactions, Units will be redeemed on First In First Out (FIFO) basis the date of allotment of such units. If the limit is not availed during a year, it shall not be clubbed or carried forward to the next year.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Rolling returns are the annualized returns of the scheme taken for a specified period
(rolling returns period) on every day/week/month and taken till the last day of the
duration. In this chart we are showing the annualized returns over the rolling returns
period on every day from the start date and comparing it with the benchmark. Rolling
returns is the best measure of a fund's performance. Trailing returns have a recency
bias and point to point returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and relative performance across
all timescales, without bias.