FundLens
59
Multi CapHold

ITI Multi Cap

ITI · Direct–Growth · rank #11 of 32 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
15.1%
+12.1% vs index
3 Years
17.9%
+6.3% vs index
5 Years
14.9%
+4.5% vs index
Since launch
16.3%

Year-by-year performance

last entry = YTD
2021
+21.9%
2022
+5.0%
2023
+41.1%
2024
+22.2%
2025
+4.3%
2026
+10.0%

Why this score

ITI Multi Cap scores 59/100 — #11 of 32 Multi Cap fund (Hold). It stands out for 3y return and sharpe ratio — beating 75% 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 Multi Cap peers — a longer bar beats more of the category.

3Y return17.86% · 75th percentile in category
Volatility17.57 · 11th percentile in category
Fund size1468.28 Cr · 20th percentile in category
Sharpe ratio0.85 · 69th percentile in category
5Y return14.90% · 61st percentile in category
Expense ratio0.84% · 70th percentile in category

Top holdings

top 5 = 16.7% of portfolio
1.Hitachi Energy India Ltd3.98%
2.ICICI Bank Ltd3.85%
3.HDFC Bank Ltd3.39%
4.Reliance Industries Ltd2.98%
5.TD Power Systems Ltd2.48%

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

Other Multi Cap funds