Rajesh Bhatia
Fund manager at ITI
Rajesh Bhatia is named on 12 schemes at ITI, managing there since 15 Sep 2023. Of the 10 ranked with a three-year record, 3-year CAGR runs from 23.2% (ITI Small Cap Fund - Direct Plan - Growth Option) down to 8.6% (ITI Balanced Advantage Fund - Direct Plan - Growth Option), across Small Cap Fund, Sectoral/ Thematic, Mid Cap Fund and 6 more categories. Returns are computed from AMFI NAV history and are net of expenses; the roles and dates come from ITI's SEBI filings.
Background
- Qualifications
- CFA, AIMR, Associate Cost Management Accounting, B.Com
- Experience
- Mr. Bhatia joined ITI Asset Management Limited (ITI AMC) in December 2022 and Balanced Advantage Fund. has over 33 years of work experience in Further, he also act as a capital market. Past Experience: Prior to joining ITI AMC, he was Managing Director and CIO of ITI Long Short Equity Fund from June 2017 to December 2022. He was also associated with SIMTO Investments as CIO from September 2013 to June 2017.
Funds Rajesh Bhatia manages
10Named on 12 schemes; the 10 with a three-year record are ranked by 3Y CAGR. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | ITI Small Cap Fund | ★★★★☆ | +18.8% | +23.2% | +17.8% | 0.84% | ₹2,977Cr |
| 2 | ITI Pharma and Healthcare Fund | ★★★★★ | +11.3% | +19.2% | — | 0.89% | ₹233.89Cr |
| 3 | ITI Mid Cap Fund | ★★★★☆ | +6.7% | +18.6% | +15.0% | 0.91% | ₹1,370Cr |
| 4 | ITI Flexi Cap Fund | ★★★★☆ | +10.9% | +18.2% | — | 0.88% | ₹1,304Cr |
| 5 | ITI Focused Fund | ★★★★☆ | +4.6% | +16.3% | — | 0.90% | ₹567.11Cr |
| 6 | ITI Multi Cap Fund | ★★★☆☆ | +11.0% | +16.3% | +13.4% | 0.85% | ₹1,382Cr |
| 7 | ITI Value Fund | ★★★☆☆ | -0.2% | +11.5% | +11.0% | 1.34% | ₹348.33Cr |
| 8 | ITI Banking and Financial Services Fund | ★★☆☆☆ | +2.2% | +10.7% | — | 1.10% | ₹363.14Cr |
| 9 | ITI Large Cap Fund | ★★★☆☆ | -2.3% | +9.8% | +7.6% | 0.93% | ₹395.10Cr |
| 10 | ITI Balanced Advantage Fund | ★★☆☆☆ | -0.9% | +8.6% | +7.3% | 1.59% | ₹351.78Cr |
NAV data as of 05 Oct 2026. Role, qualifications and tenure are disclosures from ITI’s Scheme Information Documents and Statement of Additional Information — SEBI filings, not our assessment of anyone. Returns are computed from AMFI NAV history; see our methodology. A fund’s performance is not attributable to one person, and nothing here is investment advice.