| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| ITUS Fundamental Value | 3.82% | 13.37% | 1.14% | 10.62% | 8.66% | 17.22% |
| NIFTY 50 TRI | −7.00% | −0.35% | −1.19% | 8.99% | 8.32% | 13.19% |
| Excess over benchmark | 10.82% | 13.72% | 2.33% | 1.63% | 0.34% | 4.03% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Oct 2024 | 28 Feb 2025 | −21.19% | 121 days | 31 Aug 2026 | 549 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |