Series 131 – Post Drawdown Phase: Consistency in Returns vs Benchmark Since Q1

Sharing you the link of our latest Quarterly call and below are the key highlights that we have covered in the call – https://ituscapital.com/investor_calls/itus-capital-3q-investor-call-2025/

We have been covering our Quarterly call updates and key allocation highlights of the portfolio in the previous weeks, this week we would want to highlight the end result of what happened through the last 8 months in the portfolio post our largest drawdown that was created in Jan and Feb. Below we are showing a chart that shows the Daily NAV movement of a sample portfolio with respect to the benchmark. The blue line denotes the portfolio, and the orange line shows the benchmark movement.

You may notice the consistency that we have shown consistency in returns daily. This is the trend of all the portfolio with us. This outperformance is because of the sector selection and stock allocation with stronger growth and margins. We believe with the allocation that we are today, we should see this outperformance continue in the portfolio strongly.

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Weekly Insight Digest Archives – ITUS Capital

As always, we keep re-emphasizing our SIP mode of investment. You can connect with your relationship manager to know more about our SIP Program.