75
Small CapBuy
ITI Small Cap
ITI · Direct–Growth · rank #4 of 36 by Smart Score
Data updated
Trailing returns
1 Year
16.1%
+12.9% vs index
3 Years
21.9%
+9.4% vs index
5 Years
16.7%
+4.3% vs index
Since launch
21.7%
Year-by-year performance
2021
+34.9%-26.3% vs index
2022
-2.4%+1.0% vs index
2023
+54.6%+6.3% vs index
2024
+36.3%+9.8% vs index
2025
-2.5%+3.1% vs index
2026
+18.0%+12.2% vs index
Why this score
ITI Small Cap scores 75/100 — #4 of 36 Small Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 94% of peers on 3y return. The main drag is its volatility (better than only 24% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return21.91% · 94th percentile in category
Sharpe ratio0.90 · 98th percentile in category
5Y return16.72% · 76th percentile in category
Alpha9.00 · 92nd percentile in category
Sortino ratio1.07 · 90th percentile in category
Volatility20.10 · 24th percentile in category
Top holdings
1.Ami Organics Ltd3.55%
2.Welspun Corp Ltd2.89%
3.Laurus Labs Ltd2.36%
4.VA Tech Wabag Ltd1.98%
5.Karur Vysya Bank Ltd1.93%
86 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.