Franklin Templeton Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
1,631 cr
TER direct / regular
1.15% / 2.11%
CAGR (full)
12.1%
Sharpe (full)
0.40
Sharpe (bull ≤Sep-24)
2.41
Sharpe (sideways Oct-24→)
-0.50
Max drawdown
-24.7%
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
21.8%
0.8%
0.97
12
FY23
-11.0%
-14.3%
-0.96
12
FY24
55.4%
9.1%
2.61
12
FY25
4.9%
-2.2%
0.03
12
FY26
-8.6%
-7.5%
-0.73
12
FY27*
14.9%
-3.4%
1.57
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
+5.0
+1.0
-15.2
+6.5
+2.8
+17.2
+7.6
-2.4
+8.6
-1.2
+7.5
+39.8
2014
+4.0
+2.5
-10.0
-0.4
-3.8
+11.2
+4.9
+3.5
+5.6
+0.9
+4.2
-4.7
+17.3
2015
+3.4
+5.8
-3.1
-7.2
+5.0
-2.1
+4.0
+1.3
+2.2
-1.5
-3.1
+0.5
+4.4
2016
+0.3
-7.8
+10.0
-0.4
+1.8
-1.4
-0.1
-2.3
-2.1
+0.5
-0.4
+0.7
-2.0
2017
-0.8
+5.5
+0.0
-2.2
+3.3
+0.4
+2.8
-0.5
-0.2
+4.0
+3.1
+3.1
+19.8
2018
+9.0
+0.1
-2.4
+7.7
-1.0
+2.9
+2.3
+5.5
-1.5
-4.7
-2.4
-2.5
+12.6
2019
+7.2
+1.8
+1.4
+4.0
-5.3
-0.3
-1.4
+0.6
-0.1
-0.8
+3.1
+2.6
+13.2
2020
+4.5
-4.4
-15.2
+13.6
+1.3
+7.0
+17.5
+1.0
+5.5
+3.9
+6.5
+9.6
+58.3
2021
+2.0
+1.9
+2.4
+1.6
+1.1
+7.8
+3.4
+8.2
+0.8
-0.2
+2.0
+3.4
+40.3
2022
-8.0
-3.7
+4.4
-8.4
-4.1
-6.2
+4.7
-0.5
-5.3
+4.4
+5.5
-5.3
-21.5
2023
+4.6
-0.7
+1.0
-1.4
+7.5
+4.9
+6.9
+5.8
-0.3
-2.1
+12.3
+5.8
+52.8
2024
+4.3
+4.2
-1.8
+2.4
-3.3
+10.0
+7.8
+4.3
-1.5
-4.7
+4.9
+0.8
+29.8
2025
-2.6
-9.8
-1.8
+0.6
+6.3
+4.8
-2.9
-0.3
-0.8
+4.7
+0.8
+1.7
-0.4
2026
-3.1
-12.8
-6.4
+5.4
+0.5
-3.6
+10.6
+1.7
-9.0
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