Fundalysisby DARKHORSESTOCKS

Fund manager · ITI

Rajesh Bhatia

Runs no scheme today.

  • Fund house

    ITIThey run their schemes at ITI.

  • AUM they run

    None today

  • Schemes

    0 now · 9 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Jul 2025. On 1 more scheme for a slice of it: overseas, gold or arbitrage.

  • Experience

    Not publishedTheir fund house's documents give no figure for it yet.

Profile

About

Their fund house's documents give no profile for them yet.

Schemes now1

  1. ITI Business Cycle Fund₹117 Cr

AUM they run(Sept 2023 – Apr 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Apr 2026351+0.9%
Mar 2026348−8.4%
Feb 2026380−0.5%
Jan 2026382−3.8%
Dec 2025397−0.7%
Nov 2025400−0.1%
Oct 2025400+0.8%
Sept 2025397+0.6%
Aug 2025394−1.8%
Jul 2025402−1.6%
Jun 2025408+3.2%
May 2025395+1.2%
AUM at month end, Apr 2026
₹351 Cr
−11.2% since May 2025
Fig. 1.The AUM of the schemes Rajesh Bhatia ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(Sept 2023 – now)

  1. Balanced Advantage Fund
  2. Small Cap Fund
  3. Flexi Cap Fund
  4. Focused Fund
  5. Mid Cap Fund
  6. Banking and Financial Services Fund
  7. Multi Cap Fund
  8. Value Fund
  9. Pharma and Healthcare Fund
  10. Business Cycle Fund
ITI202420252026
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(Sept 2023 – now)

ITI

1 now · since Sept 2023
  1. ITI Business Cycle Fund
    OverseasMar 2026—8m₹117 CrSectoral / ThematicTER 1.63%
  2. ITI Balanced Advantage Fund
    Fund managerSept 2023—May 20262y 9mBalanced Advantage

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(1 schemes)

Growth · Direct plans

Return as manager
+10.06%
Beat peers
0 of 1
vs peers
−1.08 pt
Longest run
2.7 years
Beat benchmark
Upcoming
Each scheme Rajesh Bhatia ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
ITI Balanced Advantage Fund
Sep '23–May '26 · 2.7y
+10.06%+11.14%−1.08 pt––
Fig. 1.Each scheme Rajesh Bhatia ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(2 now)

  1. Alok RanjanBusiness Cycle Fund1 scheme
  2. Nilay DalalBusiness Cycle Fund1 scheme