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EquityFocused FundDirect · Growth

ITI Focused Fund - Direct Plan - Growth

ITI · Scheme 151777

17.57 0.19%NAV · 2026-08-05
77
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
20.1%
Risk level
High
Min SIP
Benchmark
Nifty 500 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+1.76%
3 Months+5.47%
6 Months+6.69%
1 Year+12.16%
3 Years (CAGR)+20.09%
5 Years (CAGR)
10 Years (CAGR)
Since Launch+19.90%

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 →

Returns91
Consistency50
Risk-adjusted61
Downside protection68
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +20.1%
  • 3Y CAGR vs category: +4.9% vs category avg
  • Alpha vs benchmark: +9.2%
  • Max drawdown: -18%
  • Direct plan: no distributor commission

Risk metrics

Sharpe ratio
0.85
Sortino ratio
1.03
Volatility
15.79%
Max drawdown
-18.44%
Downside capture
92.40%

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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