65
ConsumptionBuy
ITI Bharat Consumption
ITI · Direct–Growth · rank #6 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-2.2%
+2.5% vs index
3 Years
—
5 Years
—
Since launch
10.0%
Year-by-year performance
2026
-1.2%+4.8% vs index
Why this score
ITI Bharat Consumption scores 65/100 — #6 of 25 Consumption fund (Buy). It stands out for volatility and alpha — beating 93% of peers on volatility. The main drag is its fund size (better than only 18% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
Volatility13.63 · 93rd percentile in category
Alpha1.95 · 83rd percentile in category
Fund size349.87 Cr · 18th percentile in category
Sortino ratio0.36 · 78th percentile in category
1Y return-2.24% · 83rd percentile in category
Expense ratio0.96% · 64th percentile in category
Top holdings
1.Bharti Airtel Ltd6.57%
2.Zomato Ltd6.23%
3.Titan Company Ltd4.6%
4.Mahindra & Mahindra Ltd4.17%
5.Maruti Suzuki India Ltd4.06%
57 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.