75
Small CapBuy
ITI Small Cap
ITI · Direct–Growth · rank #3 of 36 by Smart Score
Data updated
Trailing returns
1 Year
23.1%
+14.5% vs index
3 Years
25.5%
+10.3% vs index
5 Years
19.4%
+3.9% vs index
Since launch
22.9%
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
+22.8%+13.2% vs index
Why this score
ITI Small Cap scores 75/100 — #3 of 36 Small Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 98% of peers on 3y return. The main drag is its volatility (better than only 27% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return25.51% · 98th percentile in category
Sharpe ratio1.00 · 95th percentile in category
5Y return19.37% · 76th percentile in category
Sortino ratio1.31 · 92nd percentile in category
Alpha6.56 · 82nd percentile in category
Volatility19.81 · 27th percentile in category
Top holdings
1.Ami Organics Ltd3.57%
2.Laurus Labs Ltd2.39%
3.Karur Vysya Bank Ltd2.27%
4.VA Tech Wabag Ltd2.12%
5.Welspun Corp Ltd2.02%
82 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.