1Y
+3.85%
3Y
+16.56%
5Y
+13.83%
Since Inception
+14.45%
Sharpe
0.80
Sortino
1.24
Max Drawdown
-11.44%
Volatility
9.44%
Alpha
+8.61%
vs proxy benchmark
Beta
1.05
vs proxy benchmark
Info Ratio
2.26
vs proxy benchmark
Up / Down Capture
136 / 71
vs proxy benchmark
NAV (last ~1 year)
Fund details
AMCUTI
Fund manager-
Data from2021-04-13
AUM₹6.8K Cr (January - March 2026)
Expense ratio (Direct)0.62%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Asset Allocation
1Y
#24 of 28
Top 86%
3Y CAGR
#6 of 11
Top 55%
5Y CAGR
#4 of 8
Top 50%
Sharpe
#17 of 27
Top 63%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.