FundLens
70
Small CapBuy

ITI Small Cap

ITI · Direct–Growth · rank #5 / 36 Smart Score ke hisaab se

Data updated

ITI Small Cap ka score 70/100 hai — 36 mein #5 Small Cap fund (Buy). Mazbooti: 3 saal ka return (category mein 94th percentile) aur Sharpe ratio (category mein 95th percentile). Kamzori: utaar-chadhaav (category mein 28th percentile).

Trailing returns

index ke muqable: Nifty Smallcap 250 (index-fund proxy)
1 saal
11.5%
+12.4% index ke muqable
3 saal
25.5%
+8.5% index ke muqable
5 saal
17.2%
+2.7% index ke muqable
Launch se
22.1%

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
15.4%

Risk metrics

Sharpe ratio
1.00
↑ jitna zyada, utna accha
Sortino ratio
1.33
↑ jitna zyada, utna accha
Std deviation
19.81
↓ jitna kam, utna accha
Alpha
6.56
↑ jitna zyada, utna accha
Beta
0.84
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.