Mr. Bhatia joined ITI Asset ManagementLimited (ITI AMC) in December 2022 and has over 32 years of work experience in 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 Managed by Rajesh Bhatia
| Funds | AUM | Expense | |
|---|---|---|---|
| Diviniti Equity Long Short Reg Gr Equity Sectoral/ Thematic Very High Risk | ₹316.81 Cr | 4.31% | - |
| ITI Balanced Advantage Reg Gr Hybrid Dynamic Asset Allocation or Balanced Advantage Moderate Risk | ₹353.79 Cr | 3.26% | -2.93% |
| ITI Bharat Consumption Reg Gr Equity Sector - Consumption Very High Risk | ₹370.07 Cr | 2.60% | -2.17% |
| ITI Business Cycle Reg Gr Equity Sectoral/ Thematic | ₹115.24 Cr | 3.54% | - |
Frequently Asked Questions
What does a fund manager do?
A fund manager manages an investment fund by selecting securities, monitoring the market, managing risk, and making investment decisions to help achieve the fund’s objective.
How do I choose the right fund manager?
You can choose the right fund manager by checking their experience, investment style, past performance, consistency, risk management approach, and whether their strategy matches your financial goals.
What should I ask a fund manager before investing?
You should ask about their investment strategy, risk approach, portfolio composition, performance history, fee structure, and how they respond to changing market conditions.
How do fund managers select investments?
Fund managers select investments by analyzing companies, sectors, valuations, economic trends, risks, and opportunities that fit the fund’s overall strategy.
How do I evaluate a fund manager’s performance?
You can evaluate a fund manager’s performance by looking at long-term returns, benchmark comparison, consistency, downside protection, and risk-adjusted returns.
Does changing a fund manager affect a mutual fund?
Yes, changing a fund manager can affect a mutual fund because a new manager may follow a different investment style, risk level, or portfolio strategy.