Franklin Templeton Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -0.61% | +1.56% | -0.43% | -2.34% | +1.50% | +10.14% | +8.50% | +8.56% |
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
-1.50%
₹1.19 L value on ₹1.20 L invested
3 Year SIP
—
Not enough NAV history yet.
5 Year SIP
—
Not enough NAV history yet.
This fund (1Y)
+1.50%
Rank #1 of 1
Category average (1Y)
+1.50%
Quartile Q4
Beats 0% of retirement / children funds on 1Y return.
Retirement and children’s funds with 5-year lock-in. Usually multi-asset or hybrid strategy.
This is an Hybrid Fund (equity-taxed).
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
Expense ratio: 1.59%
That is ₹1,590 per year on every ₹1 lakh invested.
10-year impact on ₹1 lakh (assuming 12% gross return)
Without this expense, ₹1 lakh would have grown to ₹3.11 L.
NAV history
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
Aggressive Hybrid and Balanced Advantage funds with >65% equity allocation — taxed identically to equity funds.