Franklin Templeton Mutual Fund · Equity · mandate: ≥25% each in large-, mid- and small-caps · benchmark: NIFTY 500 Multicap 50:25:25 TRI (TRI proxy)
AUM (all plans)
4,842 cr
TER direct / regular
0.93% / 2.25%
Active return /yr (full)
5.7%
Score
48
Rank (Score, pool)
#25 of 36
Percentile (full, pool)
50
IR vs benchmark
1.42
CAGR (absolute)
5.8%
Max drawdown
-17.4%
Months of data
25
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).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
—
—
—
—
—
—
—
0
FY23
—
—
—
—
—
—
—
0
FY24
—
—
—
—
—
—
—
0
FY25*
4.7%
1.6%
1.70
33
4.6%
-12.5%
-7.8%
8
FY26
1.8%
-0.2%
0.52
47
3.7%
-2.5%
-0.7%
12
FY27*
5.4%
1.2%
3.28
70
3.3%
17.6%
23.0%
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 active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2024
+2.6
-0.2
+1.7
+1.7
+1.1
+7.0
2025
-1.3
+0.0
-0.4
+0.9
-1.7
+0.3
+1.9
+1.1
+0.3
-0.1
+1.0
-0.3
+1.7
2026
+0.6
-0.6
-1.5
+0.1
+1.0
+1.6
-0.2
+2.1
+3.1
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2024
+2.5
+1.6
-4.8
+1.4
+0.3
+0.7
2025
-6.3
-8.9
+7.2
+3.9
+3.3
+4.4
-1.1
-1.1
+1.5
+4.1
+1.2
-0.6
+6.5
2026
-3.1
+0.1
-12.0
+12.1
+1.6
+3.2
+1.7
+2.9
+4.9
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