33
ValueAvoid
ITI Value
ITI · Direct–Growth · rank #19 of 21 by Smart Score
Trailing returns
1 Year
2.1%
+1.6% vs index
3 Years
15.3%
+3.1% vs index
5 Years
13.5%
+1.6% vs index
Since launch
13.3%
Year-by-year performance
2022
+7.9%+4.1% vs index
2023
+38.9%+12.4% vs index
2024
+20.6%+4.9% vs index
2025
+5.3%-2.3% vs index
2026
-0.6%+1.1% vs index
Why this score
ITI Value scores 33/100 — #19 of 21 Value fund (Avoid). The main drag is its 5y return (better than only 22% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
5Y return13.54% · 22nd percentile in category
Volatility18.27 · 17th percentile in category
Fund size359.52 Cr · 12th percentile in category
Expense ratio1.49% · 21st percentile in category
Sharpe ratio0.67 · 38th percentile in category
Sortino ratio0.68 · 38th percentile in category