58
Mid CapHold
ITI Mid Cap
ITI · Direct–Growth · rank #13 of 34 by Smart Score
Data updated
Trailing returns
1 Year
15.5%
+5.8% vs index
3 Years
21.3%
+4.8% vs index
5 Years
17.0%
+0.2% vs index
Since launch
19.0%
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
+6.6%+2.4% vs index
Why this score
ITI Mid Cap scores 58/100 — #13 of 34 Mid Cap fund (Hold). It stands out for 3y return and sortino ratio — beating 82% of peers on 3y return. The main drag is its volatility (better than only 15% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
3Y return21.25% · 82nd percentile in category
Volatility19.14 · 15th percentile in category
Fund size1479.84 Cr · 22nd percentile in category
Sortino ratio1.07 · 76th percentile in category
1Y return15.50% · 89th percentile in category
Sharpe ratio0.97 · 66th percentile in category
Top holdings
1.The Federal Bank Ltd3.19%
2.Solar Industries India Ltd2.43%
3.One 97 Communications Ltd2.04%
4.Radico Khaitan Ltd1.78%
5.Fortis Healthcare Ltd1.73%
91 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.