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EquitySectoral/ ThematicDirect · Growth

ITI Pharma and Healthcare Fund - Direct Plan - Growth Option

ITI · Scheme 149268

19.79 0.11%NAV · 2026-08-05
84
Excellent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
20.1%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+2.36%
3 Months+11.74%
6 Months+21.49%
1 Year+11.72%
3 Years (CAGR)+20.10%
5 Years (CAGR)
10 Years (CAGR)
Since Launch+15.52%

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 →

Returns83
Consistency100
Risk-adjusted58
Downside protection93
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +20.1%
  • 3Y CAGR vs category: +3.4% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 100% of windows
  • Alpha vs benchmark: +12.9%

What to watch

  • Sharpe ratio: 0.68

Risk metrics

Sharpe ratio
0.68
Sortino ratio
0.97
Volatility
13.59%
Max drawdown
-17.69%
Downside capture
51.80%

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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