Large & Mid CapAvoid

ITI Large & Mid Cap

ITI · Direct–Growth · rank #33 of 36 by Smart Score

Data updated 03 Sept 2026

Trailing returns

vs Nifty LargeMidcap 250 (index-fund proxy)

1 Year

6.7%

+1.4% vs index

3 Years

—

5 Years

—

Since launch

0.9%

last entry = YTD

2025

+0.3%-8.0% vs index

2026

+4.3%+4.6% vs index

ITI Large & Mid Cap scores 24/100 — #33 of 36 Large & Mid Cap fund (Avoid). The main drag is its sharpe ratio (better than only 5% of peers).

Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.

Sharpe ratio-0.33 · 5th percentile in category

Sortino ratio-0.44 · 5th percentile in category

Volatility17.21 · 14th percentile in category

Fund size740.26 Cr · 21st percentile in category

Alpha-0.51 · 44th percentile in category

1Y return6.73% · 47th percentile in category

top 5 = 11.1% of portfolio

1.Bharti Hexacom Ltd.Technology2.73%

2.ICICI Bank LtdFinancial2.3%

3.Indusind Bank LtdFinancial2.26%

4.TVS Motor Company LtdConsumer Discretionary1.92%

5.Larsen & Toubro LtdIndustrials1.9%

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