62
Mid CapBuy
ITI Mid Cap
ITI · Direct–Growth · rank #11 of 34 by Smart Score
Data updated
Trailing returns
1 Year
3.0%
+3.3% vs index
3 Years
17.7%
+4.5% vs index
5 Years
14.0%
+1.1% vs index
Since launch
17.1%
Year-by-year performance
2022
+4.0%+0.4% vs index
2023
+43.9%-0.5% vs index
2024
+32.4%+8.2% vs index
2025
+6.6%+0.8% vs index
2026
-0.5%+1.6% vs index
Why this score
ITI Mid Cap scores 62/100 — #11 of 34 Mid Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 82% of peers on 3y return. The main drag is its volatility (better than only 11% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
3Y return17.66% · 82nd percentile in category
Volatility19.48 · 11th percentile in category
Sharpe ratio0.70 · 79th percentile in category
Sortino ratio0.82 · 79th percentile in category
Fund size1452.83 Cr · 22nd percentile in category
Alpha3.73 · 76th percentile in category
Top holdings
1.The Federal Bank Ltd2.88%
2.Fortis Healthcare Ltd1.97%
3.One 97 Communications Ltd1.92%
4.Radico Khaitan Ltd1.82%
5.IDFC First Bank Ltd1.82%
93 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.