Ranked On: 27 February 2026

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
Iti Banking & Psu Debt F… 17
6.24% 6.77% 5.97% % % 6.83% 7.36% 6.55% % % 0.85% 0.00% 0.00% 0.05% 0.55 0.74 1.25
Iti Dynamic Bond Fund 18
3.42% 6.04% % % % 4.52% 7.16% % % % 2.10% -1.74% -2.17% -1.22% 0.83 0.06 0.15
Iti Liquid Fund 27
6.11% 6.59% 5.61% % % 6.28% 6.76% 5.77% % % 0.16% 0.00% 0.00% 0.92% 0.05 5.06 5.14
Iti Overnight Fund 30
5.22% 5.99% 5.22% % % 5.32% 6.10% 5.33% % % 0.18% 0.00% 0.00% % 0.66 1.41
Iti Ultra Short Duration… 21
5.92% 6.29% % % % 6.70% 7.14% % % % 0.25% 0.00% 0.00% 0.50% 0.09 1.31 2.21
Iti Elss Tax Saver Fund 22
3.86% 15.81% 10.26% % % 5.78% 17.94% 12.40% % % 15.70% -22.29% -24.68% -1.15% 1.15 0.37 0.79
Iti Flexi Cap Fund 2
10.29% 18.87% % % % 12.01% 20.94% % % % 14.64% -21.28% -17.85% 2.92% 1.08 0.50 1.05
Iti Large Cap Fund 26
1.39% 11.35% 7.74% % % 3.23% 13.46% 9.93% % % 12.84% -17.43% -15.57% -2.30% 1.01 0.30 0.61
Iti Mid Cap Fund 10
11.81% 21.83% 15.06% % % 13.65% 24.00% 17.34% % % 16.27% -22.74% -23.43% -0.39% 0.99 0.51 1.08
Iti Multi Cap Fund 7
11.35% 17.68% 11.05% % % 13.06% 19.66% 13.13% % % 14.88% -23.00% -22.22% -0.21% 1.04 0.42 0.93
Iti Pharma And Healthcar… 15
1.62% 19.81% % % % 3.56% 22.17% % % % 15.95% -16.32% -23.79% 3.18% 0.95 0.43 0.88
Iti Banking And Financia… 11
12.94% 13.51% % % % 15.06% 15.67% % % % 11.65% -9.16% -12.25% 0.35% 0.92 0.48 0.87
Iti Small Cap Fund 5
7.28% 21.68% 14.80% % % 8.90% 23.67% 16.90% % % 16.91% -21.42% -20.74% 5.36% 0.81 0.48 1.03
Iti Value Fund 10
8.51% 15.84% % % % 10.48% 18.01% % % % 14.47% -21.96% -21.31% -0.60% 1.09 0.39 0.84
Iti Arbitrage Fund 10
6.36% 6.87% 5.22% % % 7.12% 7.65% 6.00% % % 0.38% 0.00% 0.00% % 2.14 2.73
Iti Balanced Advantage F… 22
3.27% 10.04% 7.94% % % 5.08% 12.03% 10.03% % % 7.31% -7.93% -10.47% -0.36% 1.07 0.32 0.69

Return Calculated On: 13 March 2026

Ratios Calculated On: 27 February 2026

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ITI Mutual Fund