FundLens
72
FocusedBuy

ITI Focused

ITI · Direct–Growth · rank #5 of 28 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
6.8%
+8.9% vs index
3 Years
17.4%
+7.6% vs index
5 Years
Since launch
18.2%

Year-by-year performance

last entry = YTD
2024
+26.9%
2025
+9.7%
2026
+2.9%

Why this score

ITI Focused scores 72/100 — #5 of 28 Focused fund (Buy). It stands out for 3y return and sharpe ratio — beating 94% of peers on 3y return. The main drag is its fund size (better than only 13% of peers).

Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.

3Y return17.40% · 94th percentile in category
Sharpe ratio0.88 · 91st percentile in category
Alpha5.98 · 94th percentile in category
Fund size628.60 Cr · 13th percentile in category
Sortino ratio0.92 · 80th percentile in category
Volatility16.34 · 27th percentile in category

Top holdings

top 5 = 23.2% of portfolio
1.KRN Heat Exchanger And Refrigeration Ltd.5.36%
2.ICICI Bank Ltd5.11%
3.Reliance Industries Ltd4.37%
4.Solar Industries India Ltd4.23%
5.Vedanta Aluminium Metal Ltd4.13%

30 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Focused funds