FundLens
76
Small CapBuy

ITI Small Cap

ITI · Direct–Growth · rank #3 / 36 Smart Score ke hisaab se

Data updated

ITI Small Cap ka score 76/100 hai — 36 mein #3 Small Cap fund (Buy). Mazbooti: 3 saal ka return (category mein 98th percentile) aur Sharpe ratio (category mein 98th percentile). Kamzori: utaar-chadhaav (category mein 21th percentile).

Trailing returns

index ke muqable: Nifty Smallcap 250 (index-fund proxy)
1 saal
24.5%
+14.7% index ke muqable
3 saal
25.6%
+10.4% index ke muqable
5 saal
19.6%
+4.0% index ke muqable
Launch se
23.1%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
34.9%
2022
-2.4%
2023
54.6%
2024
36.3%
2025
-2.5%
2026
24.1%

Risk metrics

Sharpe ratio
1.00
↑ jitna zyada, utna accha
Sortino ratio
1.34
↑ jitna zyada, utna accha
Std deviation
19.95
↓ jitna kam, utna accha
Alpha
9.32
↑ jitna zyada, utna accha
Beta
0.87
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.