ITI Bharat Consumption Fund
Direct · Growth ₹11.44
18 Jun 2026
NAV
2.0%
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.
-1.53
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 | ₹11.73 L | -6.1% | -23.4% | 6.3% |
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 | -6.1% | 14.5% | 13.5% | -20.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 2.0% | 1.8% | -3.6% | 10.2% | -1.53 | -0.84 | 79% | — | — |
-16.4%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-3.5%
Avg Drawdown
Calmar Ratio by Duration
0.12
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +6.38 | 0.98 | 96.3% | 87.6% | 3.5% | -3.1% |
| 3 Years | +1.91 | 0.93 | 93.3% | 86.2% | 4.4% | 2.2% |
| 5 Years | +0.95 | 0.93 | 93.3% | 86.2% | 2.6% | 1.3% |
| 7 Years | +0.54 | 0.93 | 93.3% | 86.2% | 1.9% | 0.9% |
| 10 Years | +0.24 | 0.93 | 93.3% | 86.2% | 1.3% | 0.7% |
| 12 Years | +0.13 | 0.93 | 93.3% | 86.2% | 1.1% | 0.6% |
| 15 Years | +0.01 | 0.93 | 93.3% | 86.2% | 0.9% | 0.4% |