FundLens
35
ValueAvoid

ITI Value

ITI · Direct–Growth · rank #18 / 22 Smart Score ke hisaab se

Data updated

ITI Value ka score 35/100 hai — 22 mein #18 Value fund (Avoid). Kamzori: utaar-chadhaav (category mein 13th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
8.7%
+6.0% index ke muqable
3 saal
14.2%
+2.8% index ke muqable
5 saal
13.3%
+3.0% index ke muqable
Launch se
13.2%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2022
7.9%
2023
38.9%
2024
20.6%
2025
5.3%
2026
0.5%

Risk metrics

Sharpe ratio
0.57
↑ jitna zyada, utna accha
Sortino ratio
0.60
↑ jitna zyada, utna accha
Std deviation
17.95
↓ jitna kam, utna accha
Alpha
1.17
↑ jitna zyada, utna accha
Beta
1.12
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.