FundLens
28
Large & Mid CapAvoid

ITI Large & Mid Cap

ITI · Direct–Growth · rank #30 of 36 by Smart Score

Data updated

Trailing returns

vs Nifty LargeMidcap 250 (index-fund proxy)
1 Year
4.9%
+4.6% vs index
3 Years
5 Years
Since launch
1.9%

Year-by-year performance

last entry = YTD
2025
+0.3%
2026
+6.5%

Why this score

ITI Large & Mid Cap scores 28/100 — #30 of 36 Large & Mid Cap fund (Avoid). It stands out for 1y return — beating 74% of peers on 1y return. The main drag is its sharpe ratio (better than only 5% of peers).

Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.

Sharpe ratio-0.27 · 5th percentile in category
Sortino ratio-0.36 · 5th percentile in category
Volatility17.14 · 14th percentile in category
Fund size728.59 Cr · 21st percentile in category
1Y return4.89% · 74th percentile in category
Alpha1.45 · 56th percentile in category

Top holdings

top 5 = 10.4% of portfolio
1.ICICI Bank Ltd2.37%
2.Indusind Bank Ltd2.21%
3.Larsen & Toubro Ltd1.98%
4.TVS Motor Company Ltd1.97%
5.Divi's Laboratories Ltd1.91%

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

Other Large & Mid Cap funds