FundLens
69
FocusedBuy

ITI Focused

ITI · Direct–Growth · rank #7 of 28 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
13.1%
+10.1% vs index
3 Years
19.3%
+7.7% vs index
5 Years
Since launch
19.3%

Year-by-year performance

last entry = YTD
2024
+26.9%
2025
+9.7%
2026
+5.3%

Why this score

ITI Focused scores 69/100 — #7 of 28 Focused fund (Buy). It stands out for 3y return and sharpe ratio — beating 94% of peers on 3y return. The main drag is its fund size (better than only 13% of peers).

Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.

3Y return19.31% · 94th percentile in category
Sharpe ratio0.83 · 80th percentile in category
Sortino ratio1.08 · 88th percentile in category
Fund size612.21 Cr · 13th percentile in category
Volatility16.38 · 27th percentile in category
Alpha4.51 · 76th percentile in category

Top holdings

top 5 = 22.9% of portfolio
1.ICICI Bank Ltd5.18%
2.Solar Industries India Ltd4.48%
3.HDFC Bank Ltd4.45%
4.Vedanta Aluminium Metal Ltd4.42%
5.Reliance Industries Ltd4.36%

30 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Focused funds