Franklin Templeton Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
721 cr
TER direct / regular
1.67% / 2.62%
CAGR (full)
7.9%
Sharpe (full)
0.18
Sharpe (bull ≤Sep-24)
0.43
Sharpe (sideways Oct-24→)
0.96
Max drawdown
-34.6%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
-13.9%
-35.0%
-1.83
12
FY23
-3.3%
-6.6%
-0.27
12
FY24
2.2%
-44.1%
-0.17
12
FY25
8.6%
1.5%
0.26
12
FY26
26.7%
27.9%
1.04
12
FY27*
29.3%
11.0%
2.35
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
+1.5
-3.1
+2.1
+4.4
-1.8
+4.5
+4.2
-0.2
+2.8
+0.6
-2.4
+13.0
2014
-4.3
+1.7
-0.4
+0.9
+2.5
+4.1
+4.9
-0.2
-3.0
+1.6
+2.1
-0.3
+9.7
2015
-1.4
+1.3
+2.1
+6.6
-2.2
-3.0
-4.9
-5.2
-4.1
+8.2
+1.0
-1.5
-3.9
2016
-4.8
+1.8
+6.2
+0.0
+0.6
+3.0
+5.0
+4.2
+0.3
-1.7
-2.6
-3.6
+8.0
2017
+6.7
+1.8
+1.3
+2.4
+4.3
+2.2
+5.1
-0.5
+2.4
+3.5
+1.0
+1.7
+36.5
2018
+6.4
-3.4
-2.4
+0.8
+1.1
-2.4
-0.6
+1.6
-1.4
-11.2
+1.2
-2.5
-13.1
2019
+9.7
+3.1
+0.9
+3.4
-7.7
+6.4
-1.2
-0.7
+0.3
+4.3
+3.0
+5.1
+28.8
2020
-2.6
-2.5
-11.8
+8.7
-2.0
+9.6
+8.4
+3.1
-2.2
+6.0
+8.5
+2.8
+26.6
2021
+3.6
+2.6
-4.5
+3.7
-1.5
+0.2
-6.9
+0.8
-0.8
+3.8
-5.0
-0.7
-5.2
2022
-2.8
-1.2
-4.1
-5.1
+1.4
-1.7
-1.4
-0.6
-9.7
-4.9
+17.5
+0.1
-13.8
2023
+7.8
-6.7
+2.7
-2.8
-0.6
+2.6
+4.6
-6.7
-2.9
-3.4
+5.8
+2.5
+1.7
2024
-6.0
+5.9
+4.3
-0.2
-0.3
+7.0
+1.2
+1.7
+5.7
-3.8
-2.2
+2.0
+15.4
2025
-1.4
-0.5
-0.4
-0.9
+5.6
+4.9
+2.9
+0.7
+5.8
+5.3
-2.0
+2.8
+24.7
2026
+8.8
+3.8
-12.2
+14.7
+11.6
+0.9
-2.6
+2.9
+28.3
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard