Articles
Quarterly Investor Calls
ITUS Long & Short
ITUS Snippets
Articles
Quarterly Investor Calls
ITUS Long & Short
ITUS Snippets
by Vidya Vydianathan
August 22, 2025
Investing in growth in the public markets
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We have been communicating about the strength of our portfolio with respect to earnings and ROCE compared to indices in our last communications. We have been a consistent fund across time and cycles; however, Jan and Feb was two months of underperformance driven by our pharma bucket because of US Tariff announcement. This week we are showing a snapshot of the performance on subsequent Months, from Mar 2025 to Jul 2025. We see strong returns pick up, we are also showing a snapshot of monthly performance since March, and how has the portfolio performed as of July.
100 Rs invested in the portfolio as of 28th Feb would have outperformed the index by 3.14%, as shown in the figure below.
Our key positioning is towards growth sectors like BSFI, Healthcare, Consumption (Both staples and discretionary) and Chemicals. Having mentioned about our portfolio’s growth and margin profiles higher than that of benchmark by~3.5% we should see this drive our outperformance in the coming quarters too.
Our portfolio review update has been uploaded in the website and available in the below link-
https://ituscapital.com/articles/portfolio-review-4q-fy25/
Keep following us for more contents like these. As always, we keep re-emphasising our SIP mode of investment. You can connect with your relationship manager to know more about our SIP Program.
These weekly episodes are now available in our website for your quick read and you may access the same in the below link.
Weekly Enlightenment Archives – ITUS Capital
