From zero to hero: How these five funds made a stunning comeback

By: Value Research

Published 17 June 2024

The slump 

In 2021 and 2022, five funds – ITI’s Large Cap, Multi Cap, and Small Cap and Motilal Oswal’s ELSS Tax Saver and Flexi Cap – languished at the bottom of the performance ladder.

A triumphant turnaround

Since 2023, these five funds have seen a remarkable resurgence in their performance, pushing them towards the top half of their category tables.

The reason?

The entry of the three men – Rajesh Bhatia of ITI AMC, and Prateek Agrawal and Niket Shah of Motilal Oswal AMC.

ITI’s comeback tale

Since Rajesh Bhatia became the CIO, ITI’s large-, mid-, and small-cap offerings steadily climbed the category ranks in the last 18 months.

Motilal Oswal’s resurgence

Prateek Agrawal and Niket Shah’s entry turned things around for the AMC, as both funds – ELSS Tax Saver and Flexi Cap, catapulted to the top of their respective categories.

How did these men turnaround the funds’ performance?

To find out the reasons behind these funds' stirring comeback, read the full story by getting Mutual Fund Insight’s latest copy at the link below.