69
ConsumptionBuy
ITI Bharat Consumption
ITI · Direct–Growth · rank #5 of 25 by Smart Score
Data updated
Trailing returns
1 Year
2.8%
-0.2% vs index
3 Years
—
5 Years
—
Since launch
13.3%
Year-by-year performance
2026
+2.0%+4.0% vs index
Why this score
ITI Bharat Consumption scores 69/100 — #5 of 25 Consumption fund (Buy). It stands out for volatility and sharpe ratio — beating 88% of peers on volatility. The main drag is its fund size (better than only 14% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
Volatility13.60 · 88th percentile in category
Sharpe ratio0.50 · 78th percentile in category
Fund size370.07 Cr · 14th percentile in category
Alpha1.83 · 83rd percentile in category
Sortino ratio0.71 · 78th percentile in category
1Y return2.80% · 83rd percentile in category
Top holdings
1.Bharti Airtel Ltd6.97%
2.Zomato Ltd5.57%
3.Titan Company Ltd4.72%
4.Maruti Suzuki India Ltd4.57%
5.Mahindra & Mahindra Ltd4.54%
54 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.