1.Consistently higher annualised returns than category average for the past 1Y and 3Y
2.Higher alpha: 7.67
The fund has generated returns higher than benchmark - NIFTY Smallcap 250 Total Return Index - in the last 3Y
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Cons
1.5Y annualised returns lower than category average by 4.34%
2.Higher expense ratio: 1.92%
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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
Ami Organics Ltd
4.4%
Multi Commodity Exchange Of India Ltd
3.3%
Wockhardt Ltd
2.4%
Kirloskar Oil Engines Ltd
2.3%
Karur Vysya Bank Ltd
2.3%
Laurus Labs Ltd
2.1%
Welspun Corp Ltd
2.1%
ZF Commercial Vehicle Control Systems India Ltd
1.9%
Radico Khaitan Ltd
1.9%
VA Tech Wabag Ltd
1.8%
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Fund Manager
Name
Rajesh Bhatia
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Education
Mr. Bhatia has done B.Com, ACMA and CFA
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Experience
Prior to joining ITI Mutual Fund, he was associated with The Investment Trust Of India Ltd, Simto Investment Company Ltd, ProAlpha Systematic Capital, Heritage India Advisors Ltd and Reliance Capital Asset Management Ltd