27
Pharma & HealthcareAvoid
ITI Pharma And Healthcare
ITI · Direct–Growth · rank #17 of 19 by Smart Score
Data updated
Trailing returns
1 Year
5.6%
+10.3% vs index
3 Years
17.7%
+8.4% vs index
5 Years
—
Since launch
13.6%
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
+10.1%+16.1% vs index
Why this score
ITI Pharma And Healthcare scores 27/100 — #17 of 19 Pharma & Healthcare fund (Avoid). It stands out for expense ratio — beating 76% of peers on expense ratio. The main drag is its 3y return (better than only 21% of peers).
Each bar shows the fund's percentile vs Pharma & Healthcare peers — a longer bar beats more of the category.
3Y return17.73% · 21st percentile in category
Volatility16.78 · 9th percentile in category
Fund size266.05 Cr · 13th percentile in category
Alpha1.23 · 16th percentile in category
Expense ratio0.92% · 76th percentile in category
Sharpe ratio0.81 · 31st percentile in category
Top holdings
1.Sun Pharmaceutical Industries Ltd11.96%
2.Divi's Laboratories Ltd9.51%
3.Apollo Hospitals Enterprise Ltd5.45%
4.Dr. Reddy's Laboratories Ltd4.78%
5.Torrent Pharmaceuticals Ltd4.78%
37 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.