1Y
+3.16%
3Y
+8.60%
5Y
+6.21%
Since Inception
+8.13%
Sharpe
0.07
Sortino
0.10
Max Drawdown
-9.69%
Volatility
6.55%
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
#21 of 21
Top 100%
Sharpe
#28 of 36
Top 78%