Rajesh Bhatia
Biography: Mr. Bhatia joined ITI Asset Management Limited (ITI AMC) in December 2022 and has over 31 years of work experience in capital market. Past Experience: Prior to joining ITI AMC, he was Managing Director and CIO of ITI Long Short Equity Fund (AIF) from June 2017 to December 2022. He was also associated with SIMTO Investments as CIO from September 2013 to June 2017.
Qualification: CFA, AIMR, Associate of Cost and Management Accounting, B.Com
- 14No. of Funds
- ₹ 8562.54 CrTotal Fund Size
- 26.15%Highest Return
Funds managed by Rajesh Bhatia
| Fund Name | AUM (₹ Cr) | 1Y Return | 3Y Return | 5Y Return | Expense Ratio |
|---|---|---|---|---|---|
| ITI Balanced Advantage Fund - Direct (G) | 384.05 | 4.78% | 12.95% | 12.85% | 0.63% |
| ITI Banking and Financial Services Fund-Dir (G) | 265.73 | 18.22% | 15.17% | - | 0.4% |
| ITI Bharat Consumption Fund - Direct (G) | 339.7 | - | - | - | 0.5% |
| ITI Dynamic Bond Fund - Direct (G) | 47.95 | 5.11% | 7.21% | - | 0.15% |
| ITI Flexi Cap Fund - Direct (G) | 1228.13 | 0.66% | - | - | 0.59% |
| ITI Focused Fund - Direct (G) | 498.18 | 5.06% | - | - | 0.29% |
| ITI Liquid Fund - Direct (G) | 61.94 | 6.62% | 6.83% | 5.62% | 0.09% |
| ITI Mid Cap Fund - Direct (G) | 1133.77 | 2.34% | 24.23% | - | 0.51% |
| ITI Multi Cap Fund - Direct (G) | 1393.09 | 1.59% | 20.02% | 18.97% | 0.59% |
| ITI Overnight Fund - Direct (G) | 113.49 | 5.71% | 6.21% | 5.22% | 0.08% |
| ITI Pharma and Healthcare Fund - Dir (G) | 194.84 | -5.35% | 20.48% | - | 0.47% |
| ITI Small Cap Fund - Direct (G) | 2355.47 | -2.72% | 26.15% | 23.19% | 0.22% |
| ITI Ultra Short Duration Fund - Dir (G) | 250.82 | 7.06% | 7.22% | - | 0.13% |
| ITI Value Fund - Direct (G) | 295.38 | 0.16% | 18.99% | - | 0.57% |
