34
ValueAvoid
ITI Value
ITI · Direct–Growth · rank #18 of 22 by Smart Score
Data updated
Trailing returns
1 Year
8.4%
+5.4% vs index
3 Years
14.2%
+2.7% vs index
5 Years
13.3%
+3.0% vs index
Since launch
13.0%
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
-0.3%+1.7% vs index
Why this score
ITI Value scores 34/100 — #18 of 22 Value fund (Avoid). The main drag is its 5y return (better than only 28% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
5Y return13.33% · 28th percentile in category
Volatility18.27 · 12th percentile in category
Expense ratio1.55% · 12th percentile in category
Fund size358.90 Cr · 16th percentile in category
Sharpe ratio0.67 · 36th percentile in category
3Y return14.24% · 57th percentile in category