29
Pharma & HealthcareAvoid
ITI Pharma And Healthcare
ITI · Direct–Growth · rank #16 of 19 by Smart Score
Data updated
Trailing returns
1 Year
12.4%
+14.5% vs index
3 Years
20.2%
+10.3% vs index
5 Years
—
Since launch
15.4%
Year-by-year performance
2022
-6.7%-10.5% vs index
2023
+34.4%+7.9% vs index
2024
+44.0%+28.3% vs index
2025
-8.2%-15.9% vs index
2026
+17.5%+21.1% vs index
Why this score
ITI Pharma And Healthcare scores 29/100 — #16 of 19 Pharma & Healthcare fund (Avoid). It stands out for expense ratio — beating 81% of peers on expense ratio. The main drag is its 3y return (better than only 23% of peers).
Each bar shows the fund's percentile vs Pharma & Healthcare peers — a longer bar beats more of the category.
3Y return20.16% · 23rd percentile in category
Volatility16.45 · 9th percentile in category
Alpha0.80 · 3rd percentile in category
Expense ratio0.92% · 81st percentile in category
Fund size276.23 Cr · 18th percentile in category
Sharpe ratio0.94 · 34th percentile in category
Top holdings
1.Sun Pharmaceutical Industries Ltd12.58%
2.Divi's Laboratories Ltd9.23%
3.Apollo Hospitals Enterprise Ltd5.72%
4.Max Healthcare Institute Ltd4.84%
5.Torrent Pharmaceuticals Ltd4.75%
37 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.