3.Consistently higher annualised returns than category average for the past 1Y and 3Y
4.Higher alpha: 3.71
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y
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Cons
1.5Y annualised returns lower than category average by 2.62%
2.Lock-in period: 3Y
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Holding Analysis
Top 5
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Top 20
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P/E
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P/B
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Turnover
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Equity
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Cash
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Top Holdings
Top 10 Holdings
Name
Assets
HDFC Bank Ltd
3.8%
Axis Bank Ltd
2.9%
Cholamandalam Investment & Finance Company Ltd
2.8%
Repo/CBLO
2.5%
Bajaj Finance Ltd
2.5%
TVS Motor Company Ltd
2.5%
State Bank of India
2.4%
Mahindra & Mahindra Ltd
2.4%
Kei Industries Ltd
2.2%
Bharti Airtel Ltd
2.1%
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Fund Manager
Name
Dhimant Shah
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Education
Mr. Shah is a B.Com (H) and Chartered Accountant.
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Experience
Prior to joining ITI Mutual Fund, he has worked with Principal Mutual Fund, HSBC AMC, Reliance Mutual Fund, ASK Raymond James Securities Pvt. Ltd. and IL&FS AMC. Senior Analyst from April 1997 to August 2003.