Itus Fundamental Value Fund
Itus Fundamental Value Fund is a Equity Portfolio Management Service launched by Itus Capital Advisors Private Limited on January 2017. Managed by Naveen Chandramohan, the fund holds ₹901 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh, with a AMC Charge: 1% (Management Fee) Profit Sharing: 15% (Performance Fee) Hurdle: 15%% fixed fee. Trailing returns: 4.81% (1Y), 11.52% CAGR (3Y), 17.17% since inception. Performance data as of July 2026.
Itus Fundamental Value Fund
900.95 CR AUM
Itus Fundamental Value Fund
900.95 CR AUM

naveen chandramohan
What is this fund's investment objective?
The fund aims to invest in cash-flow growth-oriented companies by investing across market caps. The aim of the fund is to invest in market leaders who continue to gain market share and have a sustainable return on capital significantly over their cost of capital which results in long-term compounding for the investors.
How has Itus Fundamental Value Fund performed?
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