71
ConsumptionBuy
ITI Bharat Consumption
ITI · Direct–Growth · rank #4 of 25 by Smart Score
Data updated
Trailing returns
1 Year
0.6%
+2.6% vs index
3 Years
—
5 Years
—
Since launch
12.9%
Year-by-year performance
2026
+2.1%+5.7% vs index
Why this score
ITI Bharat Consumption scores 71/100 — #4 of 25 Consumption fund (Buy). It stands out for volatility and sharpe ratio — beating 93% of peers on volatility. The main drag is its fund size (better than only 18% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
Volatility13.49 · 93rd percentile in category
Sharpe ratio0.48 · 78th percentile in category
Alpha2.90 · 88th percentile in category
Fund size370.31 Cr · 18th percentile in category
Sortino ratio0.67 · 78th percentile in category
1Y return0.55% · 83rd percentile in category
Top holdings
1.Bharti Airtel Ltd6.4%
2.Zomato Ltd6.03%
3.Titan Company Ltd4.93%
4.Mahindra & Mahindra Ltd4.38%
5.Maruti Suzuki India Ltd4.34%
58 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.