77
Small CapBuy
ITI Small Cap
ITI · Direct–Growth · rank #3 of 36 by Smart Score
Data updated
Trailing returns
1 Year
20.4%
+15.6% vs index
3 Years
25.2%
+10.6% vs index
5 Years
19.5%
+4.8% vs index
Since launch
22.9%
Year-by-year performance
2021
+34.9%-26.3% vs index
2022
-2.4%+1.0% vs index
2023
+54.6%+6.3% vs index
2024
+36.3%+9.8% vs index
2025
-2.5%+3.1% vs index
2026
+23.8%+14.0% vs index
Why this score
ITI Small Cap scores 77/100 — #3 of 36 Small Cap fund (Buy). It stands out for 3y return and 5y return — beating 98% of peers on 3y return. The main drag is its volatility (better than only 21% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return25.16% · 98th percentile in category
5Y return19.49% · 80th percentile in category
Sharpe ratio1.01 · 98th percentile in category
Sortino ratio1.30 · 94th percentile in category
Alpha9.34 · 92nd percentile in category
Volatility19.95 · 21st percentile in category
Top holdings
1.Ami Organics Ltd3.48%
2.Welspun Corp Ltd2.59%
3.Laurus Labs Ltd2.41%
4.Karur Vysya Bank Ltd2.1%
5.VA Tech Wabag Ltd1.93%
84 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.