Itus Capital Advisors Private Limited • Equity
Itus Fundamental Value Fund is an equity portfolio management service (PMS) strategy run by Itus Capital Advisors Private Limited, launched on 1 Jan 2017. As of 30 Sep 2026, it manages ₹1,213 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +6.17% over 1 year, +8.77% over 3 years and +7.64% over 5 years (+16.45% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 2.71 percentage points ahead of its benchmark. Its 3-year return ranks 103rd of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Naveen Chandramohan.
Ranked nearby on 3-year return: Freedom ETF Portfolio (+8.94%), Alchemy Alpha 100 (+8.83%), ICICI Prudential PMS Multi-Manager - Core Equity Strategy (+8.76%), Emkays 12 (+8.74%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -4.99% |
| 3 Months | -1.98% |
| 1 Year | +6.17% |
| 3 Years | +8.77% |
| 5 Years | +7.64% |
| Since Inception | +16.45% |
| management fee | Fixed Fees: AMC Charge: 1% (Management Fee) Profit Sharing: 15% (Performance Fee) Hurdle: 15% |
| exit load | NIL |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callItus Fundamental Value Fund has a 1-year return of +6.17%, a 3-year return of +8.77%, a 5-year return of +7.64% and +16.45% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Itus Fundamental Value Fund returned +7.64% against +6.38% for the Nifty 50 TRI, 1.26 percentage points ahead. Over 3 years it returned +8.77% against +6.06%; Over 1 year it returned +6.17% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Itus Fundamental Value Fund's 3-year return of +8.77% ranks 103rd as of 30 Sep 2026.
Itus Fundamental Value Fund is managed by Naveen Chandramohan at Itus Capital Advisors. The strategy manages ₹1,213 Cr of client assets as of 30 Sep 2026.
Itus Fundamental Value Fund manages ₹1,213 Cr of client assets as of 30 Sep 2026.
The fee structure for Itus Fundamental Value Fund includes: management fee: Fixed Fees: AMC Charge: 1% (Management Fee) Profit Sharing: 15% (Performance Fee) Hurdle: 15%; exit load: NIL.
The minimum investment for Itus Fundamental Value Fund is ₹50 Lakhs.
Itus Fundamental Value Fund was launched on 1 Jan 2017. It has a 9-year track record.
Description
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