All-Weather Equity Opportunities Fund Series I

Returns

After expenses, before tax, as Itus Capital Advisors reports them, to 30 Sep 2026. AIFs report returns on different bases, so compare like with like.

Fund details

Category

Category III

Strategy

Long-only

Market-cap style

Flexi cap

Asset type

—

Benchmark

NIFTY 50 TRI

Fund manager

Naveen Chandramohan

Market-cap mix

• Large cap55.89%
• Mid cap18.97%
• Small cap17.30%
• Cash7.84%

The five largest holdings are 16.34% of the portfolio.

Investment approach

Itus Capital was founded with a singular vision: to build India’s only asset management firm where the owner and fund manager are one and the same, ensuring complete alignment with investor outcomes. Reflecting this philosophy, the founders have invested their entire net worth into the fund. Itus operates a single strategy All weather equity fund, with a focus on downside protection and managing risk across cycles. Every employee at Itus is both an equity owner and an investor in the fund, making us unique in our structure and culture. This shared commitment is central to what we’re building at Itus

Itus Capital was founded with a singular vision: to build India’s only asset management firm where the owner and fund manager are one and the same, ensuring complete alignment with investor outcomes. Reflecting this philosophy, the founders have invested their entire net worth into the fund. Itus operates a single strategy All weather equity fund, with a focus on downside protection and managing risk across cycles. Every employee at Itus is both an equity owner and an investor in the fund, making us unique in our structure and culture. This shared commitment is central to what we’re building at Itus

About the fund manager

Mr. Naveen Chandramohan — Fund Manager, PMS

Mr. Naveen Chandramohan: Naveen Chandramohan, founder of Itus Capital, has 20 years of professional experience. He began his career at Lehman Brothers in Tokyo, specializing in Equity Origination and Capital Markets. He later served as Head of ex-Japan (Asia) Trading at NOMURA in Hong Kong. Prior to founding Itus Capital, Naveen spent 7.5 years as a fund manager investing in Indian markets, based out of Hong Kong. In his most recent role before establishing Itus, he was the Responsible Officer for Hutchin Hill, overseeing their Hong Kong office.Naveen has a strong track record of managing money in the Indian markets over the last 15 years. He was awarded the best fund manager award for 3 years in a row by Asia hedge, between 2012-14. His India fund delivered a 23% IRR over the 7 years he managed money.At Itus, Naveen has a strong track record of managing the multi-cap fund delivering a 18.1% IRR over 8 years. Mr. Naveen has also Co-authored a research paper published in the Journal for Networking and Communication (Nokia-sponsored project) and has designed a MEMS-based micro-robot during his undergrad.

As the fund house describes it.