28
ValueAvoid
ITI Value
ITI · Direct–Growth · rank #18 of 23 by Smart Score
Data updated
Trailing returns
1 Year
-1.6%
+3.1% vs index
3 Years
11.0%
+1.6% vs index
5 Years
10.0%
+2.1% vs index
Since launch
11.6%
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
-5.4%+0.6% vs index
Why this score
ITI Value scores 28/100 — #18 of 23 Value fund (Avoid). The main drag is its 5y return (better than only 19% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
5Y return10.03% · 19th percentile in category
Volatility18.27 · 12th percentile in category
Fund size345.71 Cr · 15th percentile in category
3Y return10.97% · 38th percentile in category
Sharpe ratio0.40 · 31st percentile in category
Expense ratio1.42% · 28th percentile in category