About Company
Itus Capital Advisors Private Limited
Itus is a mortal who has great admiration for Apollo, according to Greek mythology (son of the King of the Gods, Zeus). Itus was thought to be the most modest mortal on the planet. He was known for being a wonderful singer, a man who never lied, a man who loved archery and was unrivalled with his two swords.The Gods were envious of Itus’ admiration for Apollo, and jealousy developed among them. As a result of Apollo’s concern for his life, he sought out Itus to defend himself. He awed the Gods when he vanquished Ares in a sword duel, despite swearing to safeguard Apollo’s life. Apollo intended to make Itus a God as he got older and wiser, and Zeus readily consented. Itus is still alive today is revered as the Protector God. This fiduciary obligation of protection, we feel, is a symbol of our path toward shareholder and investor riches.
ITUS Capital Fundamental Value Fund
Fund Snapshot
| Year of Inception | 2017 |
| Number of Stocks | <20 |
| Investment Horizon | Medium to Long Term |
| Fund Managers | Naveen Chandramohan |
Investment Philosophy
ITUS Capital Fundamental Value Fund focuses on generating an alpha of 5-8 per cent over the index. Their key focus lies in growth-oriented industries.
The companies that enter the growth portfolio bucket have the following features:
- FCF growth of more than 10 per cent over the last five years. The EBIT margin should be increasing.
- Smooth sailing through business cycles
- ROC should be preferably greater than 20% (ROA measure for banks)
- Higher return profile for companies having less than 10,000 market cap
- For small-cap companies, estimated returns should compensate for the loss of liquidity.
Unique Feature
Invest and manage portfolios of growth-oriented businesses
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Itus Fundamental Value Fund
Benchmark: Nifty 50 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Itus Capital Advisors Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹913.05 | 2.57 | 3.64 | 4.10 | 13.37 | 1.14 | 10.62 | 12.51 | 8.66 | 17.22 |
| Benchmark | NA | -1.14 | 2.89 | -3.60 | -0.35 | -1.19 | 9.00 | 9.13 | 8.32 | 13.19 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Naveen Chandramohan
Naveen Chandramohan Founder of Itus Capital, kickstarted his journey at Lehman Brothers in Tokyo, specializing in Equity Origination and Capital Markets Trading. Later, he served as the Head of ex-Japan (Asia) Trading at NOMURA, Hong Kong. Naveen managed money for 7.5 years as a fund manager investing in India, based out of Hong Kong prior to setting up Itus. In his last role, he was the responsible officer for Hutchin Hill, managing their Hong kong office.
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