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The Investment Trust of India Ltd – Portfolio Management Services (PMS)

The Investment Trust of India manages the ITI Long-Short Equity Fund, a Category III Alternative Investment Fund registered with SEBI (Registration No. IN/AIF3/13-14/0096). Launched in April 2018, the fund has been operational for over seven years. Its investment objective is to achieve superior returns relative to the Nifty index across various market phases and to preserve capital during periods of market decline, consequently moderating portfolio volatility. The fund employs a fundamental, proprietary stock selection methodology, incorporating both long and short positions. This approach involves constructing a strategic core portfolio supplemented by tactical allocations to adapt to prevailing market environments. Throughout its operational history, the fund has exhibited robust risk-adjusted returns and a lower volatility profile compared to its benchmark.

Strategies

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Investment Strategies & Performance

Alternative Investment Funds (AIF)

The Investment Trust of India Ltd Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Long Short Equity Fund

Long Short 8.63% 15.89% 13.62% Apr 2018

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr Madhu Babu

Fund Manager

Mr. Madhu Babu brings over 18 years of dedicated experience within the Indian capital markets. Before his tenure at The Investment Trust of India, Mr. Madhu held the position of Assistant Fund Manager for the ELSS scheme at Groww MF. Previously, he served as an Assistant Fund Manager at Canara HSBC Insurance for three years. His career also encompasses a 15-year period on the sell-side, where he provided coverage for the IT Services sector across multiple distinguished firms. In prior capacities, Mr. Madhu Babu functioned as a Senior Vice President at Centrum Broking, overseeing sectors such as IT Services, Telecom, and Staffing. His professional journey also includes affiliations with other esteemed organizations, including Prabhudas Lilladher Stock Broking, HDFC Securities, and Systematix Shares and Stocks. Academically, Mr. Madhu is a postgraduate with a Master of Business Administration (Finance) from ICFAI Business School, Hyderabad, a recognized leading MBA institution. He also holds a Bachelor of Technology degree from Nagarjuna University.

Mr. Mohit Gulati

Fund Manager

Mr. Mohit Gulati holds the esteemed positions of Chief Investment Officer and Managing Partner at ITI Growth Opportunities Fund. His academic foundation includes an engineering degree from Pune University and a Post Graduate Diploma in Management (PGDM) from IIT Bombay. Mr. Gulati commenced his professional career at Kelusa Capital, a firm affiliated with a prominent global investment group, where he cultivated significant experience in Long-Short investment strategies. Subsequently, he contributed to the Institutional Equities division at Antique Finance. His trajectory in venture capital began at Oliphans Capital. During his tenure, he was instrumental in leading initial funding rounds for a portfolio of early-stage enterprises. This included key investments in companies such as Ecom Express (now part of Delhivery), Grab (acquired by Reliance Industries Limited), 1MG (now part of Tata Group), WigzoTech (acquired by Shiprocket), and HumourMe. Under Mr. Gulati's guidance, ITI Growth Opportunities Fund is currently managing its second fund. This fund encompasses 26 active investments and contributes to ITI Group's overall assets under management, which approximates $2.4 billion across a spectrum of asset classes. With over 14 years of dedicated experience in fund management, Mr. Gulati is a recognized authority in the investment sector and has featured on the television program "Horses Stable." In addition to his professional pursuits, Mr. Gulati is an accomplished photographer, a certified CMAS Level 3 scuba diver, and actively contributes to the academic community by imparting his knowledge of venture capital at NMIMS (Mumbai) and Mesa business schools.

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Regulatory Information

SEBI Registration: IN/AIF3/13-14/0096

Registered Office: ITI House, 36 Dr. R. K. Shirodkar Marg, Opp HDFC House, Parel, Mumbai 400 012

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)