38
Pharma & HealthcareAvoid
ITI Pharma And Healthcare
ITI · Direct–Growth · rank #13 of 18 by Smart Score
Data updated
Trailing returns
1 Year
15.2%
+12.2% vs index
3 Years
20.9%
+9.3% vs index
5 Years
—
Since launch
15.5%
Year-by-year performance
2022
-6.7%-10.5% vs index
2023
+34.4%+7.9% vs index
2024
+44.0%+28.3% vs index
2025
-8.2%-15.9% vs index
2026
+17.3%+19.3% vs index
Why this score
ITI Pharma And Healthcare scores 38/100 — #13 of 18 Pharma & Healthcare fund (Avoid). It stands out for alpha and expense ratio — beating 78% of peers on alpha. The main drag is its 3y return (better than only 14% of peers).
Each bar shows the fund's percentile vs Pharma & Healthcare peers — a longer bar beats more of the category.
3Y return20.88% · 14th percentile in category
Fund size262.84 Cr · 14th percentile in category
Sharpe ratio1.02 · 31st percentile in category
Alpha10.13 · 78th percentile in category
Expense ratio0.98% · 69th percentile in category
Sortino ratio1.42 · 30th percentile in category
Top holdings
1.Sun Pharmaceutical Industries Ltd13.26%
2.Divi's Laboratories Ltd7.97%
3.Apollo Hospitals Enterprise Ltd6.05%
4.Max Healthcare Institute Ltd5.05%
5.Torrent Pharmaceuticals Ltd4.84%
38 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.