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MF_151777

ITI Focused Fund - Direct Plan - Growth

Equity Scheme - Focused Fund

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End Amount
₹16,284.29
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.61%
MF_151777 Return
Benchmark CAGR
7.39%
Nifty 50
Inflation Adj. CAGR
11.23%
Real Annualized Return
Alpha
0.10
Excess Return vs Benchmark
Beta
1.04
Volatility vs Benchmark
Sharpe Ratio
0.70
Risk-Adjusted Return
Sortino Ratio
1.11
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 65% 34% 20%
60 days 74% 21% 11%
90 days 76% 19% 7%
180 days 82% 15% 5%
1Yr 89% 10% 2%
3Yr 100% 11% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period ITI Focused Fund - Direct Plan - Growth Nifty 50
30 days -32.5% | -62.0% | 22.3% | 177.1% 26.6% | -55.7% | 9.3% | 147.5%
60 days -40.0% | -48.4% | 20.0% | 119.2% -23.0% | -41.6% | 7.4% | 90.6%
90 days -26.8% | -39.2% | 19.6% | 92.1% -25.0% | -32.7% | 8.8% | 59.7%
1 Year -0.7% | 0.3% | 11.4% | 50.0% -10.0% | -9.0% | 7.1% | 31.0%
3 Years 15.8% | 15.1% | 19.2% | 20.8% 7.7% | 5.7% | 8.2% | 9.9%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 5 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
March 4, 2024 March 29, 2024 25 days 5% Nifty 50: 3% 12918 12248 13101
July 31, 2024 Aug. 30, 2024 30 days 5% Nifty 50: 4% 15336 14521 15402
Sept. 27, 2024 June 26, 2025 272 days 18% Nifty 50: 15% 15973 13028 16020
Jan. 7, 2026 May 6, 2026 119 days 14% Nifty 50: 14% 16927 14622 17046
Aug. 28, 2026 Oct. 30, 2026 63 days 12% Nifty 50: 8% 17821 15735 16284