Franklin Templeton Mutual Fund
- NAV
- ₹44.31
- Expense
- 1.54%
- AUM
- ₹42690.0 L Cr
- 1Y
- +47.3%
- 3Y
- +18.8%
- 5Y
- +5.1%
Tata Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| +1.39% | +12.11% | +15.32% | +3.93% | +9.29% | +21.28% | +21.65% | +16.40% |
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
+13.44%
₹1.29 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)
+9.29%
Rank #8 of 25
Category average (1Y)
+6.14%
Quartile Q2
Beats 68% of sectoral / thematic funds on 1Y return.
Concentrated in one sector (IT, Pharma, Banking…). Sector cycles can cause extended underperformance.
This is an Equity Fund.
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
Expense ratio: 1.17%
That is ₹1,170 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.
💡 Index funds typically charge 0.10-0.20%. Compare with index funds →
NAV history
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
Franklin Templeton Mutual Fund
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
Applies to all equity funds — large cap, mid cap, small cap, flexi cap, ELSS, index, sectoral — and equity-oriented hybrids with >65% equity.
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