37
ValueAvoid
ITI Value
ITI · Direct–Growth · rank #17 of 22 by Smart Score
Data updated
Trailing returns
1 Year
3.6%
+5.7% vs index
3 Years
12.9%
+3.1% vs index
5 Years
12.6%
+3.1% vs index
Since launch
12.7%
Year-by-year performance
2022
+7.9%+4.1% vs index
2023
+38.9%+12.4% vs index
2024
+20.6%+4.9% vs index
2025
+5.3%-2.3% vs index
2026
-1.2%+2.4% vs index
Why this score
ITI Value scores 37/100 — #17 of 22 Value fund (Avoid). The main drag is its 5y return (better than only 32% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
5Y return12.61% · 32nd percentile in category
Volatility17.95 · 18th percentile in category
Fund size363.96 Cr · 16th percentile in category
Expense ratio1.51% · 20th percentile in category
Sharpe ratio0.58 · 33rd percentile in category
3Y return12.88% · 57th percentile in category