ITI Bharat Consumption Fund
Direct · Growth ₹12.05
31 Jul 2026
NAV
2.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-1.55
Sharpe
-16.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹11.85 L | -2.9% | -23.4% | 14.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | -2.9% | 14.5% | 13.8% | -17.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 2.4% | 2.6% | -3.6% | 10.2% | -1.55 | -0.85 | 85% | — | — |
-16.4%
Max Drawdown
5 mo
Drawdown Duration
4 mo
Recovery Time
-3.5%
Avg Drawdown
Calmar Ratio by Duration
0.15
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +7.46 | 0.97 | 95.7% | 85.0% | 6.2% | -1.6% |
| 3 Years | +3.44 | 0.91 | 93.0% | 82.0% | 6.4% | 2.6% |
| 5 Years | +1.80 | 0.91 | 93.0% | 82.0% | 3.8% | 1.6% |
| 7 Years | +1.11 | 0.91 | 93.0% | 82.0% | 2.7% | 1.1% |
| 10 Years | +0.60 | 0.91 | 93.0% | 82.0% | 1.9% | 0.8% |
| 12 Years | +0.41 | 0.91 | 93.0% | 82.0% | 1.6% | 0.7% |
| 15 Years | +0.22 | 0.91 | 93.0% | 82.0% | 1.3% | 0.5% |