The Investment Trust of India Ltd
AUM (Cr.)
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No. of Clients
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No. of Investment Approach
1
As On
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.
| AIF Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Long Short Equity Fund |
Long Short | 4.64% | 18.35% | 14.61% | 15.32% | Apr 2018 |
* All performance above are as on 31st August 2025, * Above 1 year returns are in CAGR*
Portfolio Manager Profile
Mr Madhu Babu
Fund Manager
AMC Registered Address
ITI House, 36 Dr. R. K. Shirodkar Marg, Opp HDFC House, Parel, Mumbai 400 012
SEBI Reg No : IN/AIF3/13-14/0096
AMC Investor Login Link
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AMC Website Link
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AMC Social Media
Disclaimer & Risk Factors:
We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.
All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.