Franklin Templeton Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
3,170 cr
TER direct / regular
1.09% / 2.05%
CAGR (full)
22.8%
Sharpe (full)
0.99
Sharpe (bull ≤Sep-24)
3.75
Sharpe (sideways Oct-24→)
-0.27
Max drawdown
-37.5%
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
27.0%
5.9%
1.25
12
FY23
13.7%
10.4%
0.55
12
FY24
73.0%
26.7%
3.93
12
FY25
7.9%
0.9%
0.18
12
FY26
3.9%
5.1%
-0.07
12
FY27*
8.5%
-9.8%
0.78
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
-5.9
-2.0
+3.5
+0.2
-4.3
-2.2
-5.9
+8.8
+10.3
-0.4
+3.7
+4.5
2014
-5.2
+4.0
+12.5
+2.1
+15.9
+10.3
+2.3
+8.9
+2.9
+6.7
+7.0
+3.1
+95.5
2015
+5.8
-1.1
+1.2
-1.7
+2.6
-1.0
+4.4
-6.8
-1.1
+1.5
+2.2
-1.7
+3.7
2016
-8.6
-6.6
+13.5
+3.8
+2.8
+4.1
+4.7
+2.7
-0.3
+2.8
-4.3
-3.1
+9.9
2017
+8.6
+4.4
+2.7
+4.2
+1.9
-1.5
+5.2
-1.1
-2.0
+10.6
+2.3
+3.4
+45.1
2018
-0.2
-6.4
-4.0
+1.3
+0.9
-4.4
+5.2
+3.4
-7.9
-3.3
+3.5
+3.1
-9.5
2019
-2.1
-0.9
+12.1
-0.3
+4.8
-2.3
-8.8
-3.0
+4.7
+3.2
+2.1
-1.0
+7.2
2020
+0.1
-9.0
-27.4
+11.6
-1.0
+9.0
+0.8
+5.8
-7.4
+5.8
+16.1
+10.1
+6.5
2021
+1.5
+13.3
-1.4
-0.4
+11.7
+2.2
+4.0
+3.2
+5.8
+1.7
-1.7
+0.7
+47.4
2022
+2.5
-7.0
+2.4
+1.0
-2.6
-3.9
+9.0
+6.2
-1.7
+6.4
+3.0
-2.3
+12.4
2023
-1.2
-1.0
+1.1
+4.0
+3.4
+6.7
+8.9
+1.2
+5.1
-2.5
+10.2
+8.3
+52.7
2024
+7.1
+3.8
+0.7
+8.3
+3.3
+6.3
+2.9
-0.3
+0.7
-3.5
+0.2
-2.8
+29.1
2025
-5.3
-9.8
+9.5
+2.7
+4.6
+3.6
-0.9
-2.8
+1.9
+4.4
-0.8
-1.0
+4.8
2026
-1.1
+5.0
-10.7
+11.2
-2.1
+2.6
-2.1
-0.7
+0.7
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