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EquityLarge Cap FundDirect · Growth

ITI Large Cap Fund - Direct Plan - Growth Option

ITI · Scheme 148353

19.69 0.40%NAV · 2026-08-05
59
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
12.0%
Risk level
High
Min SIP
Benchmark
Nifty 100 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+1.64%
3 Months+4.59%
6 Months+0.80%
1 Year+3.37%
3 Years (CAGR)+11.98%
5 Years (CAGR)+10.72%
10 Years (CAGR)
Since Launch+12.62%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns41
Consistency85
Risk-adjusted37
Downside protection54
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 2.6%
  • Volatility: 15% annualised
  • Max drawdown: -21%
  • Direct plan: no distributor commission

What to watch

  • 1Y return: +3.4%
  • Sharpe ratio: 0.45
  • Sortino ratio: 0.58
  • Downside capture: 103% of benchmark falls

Risk metrics

Sharpe ratio
0.45
Sortino ratio
0.58
Volatility
14.94%
Max drawdown
-20.76%
Downside capture
103.40%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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