1Y
+1.56%
3Y
+7.66%
5Y
+5.90%
Since Inception
+7.85%
Sharpe
0.19
Sortino
0.28
Max Drawdown
-9.69%
Volatility
6.47%
Alpha
-0.30%
Beta
0.82
Info Ratio
-0.17
Up / Down Capture
83 / 69
NAV (last ~1 year)
Fund details
AMCUTI
Fund manager-
Data from2021-04-13
AUM₹5.0K Cr (January - March 2026)
Expense ratio (Direct)1.01%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#21 of 37
Top 57%
3Y CAGR
#27 of 31
Top 87%
5Y CAGR
#19 of 20
Top 95%
Sharpe
#28 of 36
Top 78%