InvestVerdict
ITI Large Cap Fund
Direct Plan · Growth Option · Large Cap · Scheme code 148353
Fund houseITI Mutual Fund
CategoryLarge Cap
Plan & optionDirect · Growth Option
History5.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 2.12 | 3.56 | -0.24 | 2.69 | 11.90 | 10.32 | — | — | 12.30 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Large Cap category median |
— | — | — | 1.68 | 12.34 | 11.23 | — | 12.59 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 14.7% | 0.37 | 0.51 | 1.02 | 0.41% | -20.8% | 92.12 |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 68 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 229 | -8.3% | 6.1% | 44.3% | 22% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.