The ITI Long-Short Equity Fund, registered with SEBI as a Category III Alternative Investment Fund (Registration No. IN/AIF3/13-14/0096), is managed by The Investment Trust of India. Operating for over 7 years since its launch in April 2018, the fund aims to outperform the Nifty index across market cycles while protecting capital during downturns, thereby reducing volatility. It follows a fundamental, stock-picking approach with both long and short exposures, combining a strategic core portfolio with tactical positions to navigate diverse market conditions. Over this period, the fund has demonstrated strong risk-adjusted performance with lower volatility compared to the benchmark.

Rajesh Bhatia has 25+ years of investment experience in Indian equities; Last ten years in Alternative Investments (Long-Short fund management) CIO, Simto Investments, a subsidiary of Tata Investments; proprietary book Co-founder & CIO, Heritage India Advisors, Indian advisor to New York based, Heritage Capital, an India long-short equity fund; The Heritage Fund was nominated as among the Top 5 funds in India for its performance in 2010, by Eureka Hedge, an independent international data provider and alternate research firm, Senior VP & Head, Portfolio Management Services (PMS), Reliance Capital Asset Management; started the business unit for the firm in 2004 Corporate Database, SBC Warburg and IL&FS Private Equity, Commerce graduate, H.R. College of Commerce & Economics; ACMA (cost and management accounting); Completed the CFA program conducted by CFA Institute, USA.

ITI Long Short Equity fund

Funds of ITI Long Short Equity fund

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