Ranked On: 31 October 2025

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… 14
7.09% 7.01% 5.74% % % 7.68% 7.60% 6.32% % % 0.77% 0.00% 0.00% 2.80% 0.51 1.23 1.73
Iti Dynamic Bond Fund 18
3.89% 6.10% % % % 4.99% 7.22% % % % 2.07% -1.74% -2.17% -0.57% 0.84 0.12 0.29
Iti Liquid Fund 26
6.44% 6.67% 5.47% % % 6.61% 6.84% 5.62% % % 0.13% 0.00% 0.00% 5.99% 0.03 13.98 6.79
Iti Overnight Fund 29
5.60% 6.11% 5.12% % % 5.71% 6.21% 5.22% % % 0.13% 0.00% 0.00% % 2.03 2.88
Iti Ultra Short Duration… 21
6.27% 6.36% % % % 7.06% 7.23% % % % 0.22% 0.00% 0.00% 5.47% 0.06 2.78 2.91
Iti Elss Tax Saver Fund 5
-1.88% 18.40% 16.49% % % -0.07% 20.56% 18.78% % % 15.28% -22.29% -24.68% 2.68% 1.08 0.44 0.92
Iti Large Cap Fund 28
0.09% 12.22% % % % 1.89% 14.37% % % % 13.09% -17.43% -15.57% -0.69% 0.98 0.27 0.55
Iti Mid Cap Fund 14
-0.32% 22.05% % % % 1.38% 24.25% % % % 16.37% -22.74% -23.43% -0.75% 0.99 0.48 0.98
Iti Multi Cap Fund 12
-1.21% 17.88% 16.52% % % 0.34% 19.91% 18.74% % % 14.97% -23.00% -22.22% -0.67% 1.02 0.38 0.82
Iti Pharma And Healthcar… 13
-7.24% 18.34% % % % -5.47% 20.66% % % % 15.69% -16.32% -18.89% 3.35% 0.91 0.38 0.76
Iti Banking And Financia… 12
14.94% 12.94% % % % 17.07% 15.11% % % % 12.35% -9.16% -14.09% -0.25% 0.94 0.32 0.60
Iti Small Cap Fund 4
-5.14% 24.07% 20.77% % % -3.72% 26.13% 23.02% % % 16.55% -21.42% -19.02% 7.76% 0.79 0.55 1.19
Iti Value Fund 16
-2.11% 16.89% % % % -0.33% 19.09% % % % 14.63% -21.96% -21.31% 0.65% 1.06 0.38 0.80
Iti Arbitrage Fund 12
6.38% 6.68% 4.93% % % 7.15% 7.47% 5.71% % % 0.45% 0.00% 0.00% % 0.93 1.79
Iti Balanced Advantage F… 17
2.47% 10.91% 10.61% % % 4.27% 12.91% 12.77% % % 7.21% -7.93% -9.81% 0.28% 1.02 0.36 0.75

Return Calculated On: 04 December 2025

Ratios Calculated On: 31 October 2025

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ITI Mutual Fund