63
Mid CapBuy
ITI Mid Cap
ITI · Direct–Growth · rank #12 of 34 by Smart Score
Data updated
Trailing returns
1 Year
10.3%
+5.3% vs index
3 Years
20.1%
+5.0% vs index
5 Years
16.7%
+0.8% vs index
Since launch
18.7%
Year-by-year performance
2022
+4.0%+0.4% vs index
2023
+43.9%-0.5% vs index
2024
+32.4%+8.2% vs index
2025
+6.6%+0.8% vs index
2026
+5.7%+2.5% vs index
Why this score
ITI Mid Cap scores 63/100 — #12 of 34 Mid Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 82% of peers on 3y return. The main drag is its volatility (better than only 15% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
3Y return20.14% · 82nd percentile in category
Volatility18.89 · 15th percentile in category
Sharpe ratio0.89 · 79th percentile in category
Sortino ratio1.01 · 79th percentile in category
Alpha3.41 · 79th percentile in category
Fund size1539.20 Cr · 22nd percentile in category
Top holdings
1.The Federal Bank Ltd3.05%
2.Solar Industries India Ltd2.56%
3.One 97 Communications Ltd2.33%
4.Fortis Healthcare Ltd1.98%
5.Ather Energy Ltd.1.86%
93 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.