FundLens
33
ValueAvoid

ITI Value

ITI · Direct–Growth · rank #19 / 21 Smart Score ke hisaab se

Data updated

ITI Value ka score 33/100 hai — 21 mein #19 Value fund (Avoid). Kamzori: 5 saal ka return (category mein 22th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
1.5%
+2.6% index ke muqable
3 saal
14.6%
+3.0% index ke muqable
5 saal
13.2%
+1.5% index ke muqable
Launch se
12.9%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2022
7.9%
2023
38.9%
2024
20.6%
2025
5.3%
2026
-2.3%

Risk metrics

Sharpe ratio
0.67
↑ jitna zyada, utna accha
Sortino ratio
0.63
↑ jitna zyada, utna accha
Std deviation
18.27
↓ jitna kam, utna accha
Alpha
1.87
↑ jitna zyada, utna accha
Beta
1.13
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.