ITI BusIness Cycle Fund- Direct Plan- Growth
Fund House: ITI Mutual Fund| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 13-02-2026 |
| Asset Class: Equity |
| Benchmark: Nifty 500 TRI |
| TER: 1.78% As on (31-07-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 115.24 Cr As on 31-07-2026(Source:AMFI) |
| Turn over: 6.98% | Exit Load: 0.50% if redeemed or switched out on or before completion of 3 months from the date of allotment of units ; Nil, if redeemed or switched out after completion of 3 months from the date of allotment of units. |
10.6617
0.01 (0.0844%)
6.82%
Benchmark: 12.16%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
to generate long-term capital appreciation by investing predominantly in equity and equity related securities through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. However, there can be no assurance that the investment objective of the scheme would be achieved
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| ITI BusIness Cycle Fund- Direct Plan- Growth | 13-02-2026 | - | - | - | - | - |
| Invesco India BusIness Cycle Fund - Growth | 27-02-2025 | 11.22 | - | - | - | - |
| MahIndra Manulife BusIness Cycle Fund- Regular Plan - Growth | 11-09-2023 | 9.5 | 1.3 | - | - | - |
| Aditya Birla Sun Life BusIness Cycle Fund-Regular-Growth | 06-12-2021 | 9.13 | 4.26 | 13.68 | - | - |
| Union BusIness Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | 6.51 | 1.59 | - | - | - |
| Bank Of India BusIness Cycle Fund - Regular Plan - Growth | 05-08-2024 | 6.43 | - | - | - | - |
| Sundaram BusIness Cycle Fund Regular Plan Growth | 25-06-2024 | 6.14 | 5.45 | - | - | - |
| Kotak BusIness Cycle Fund-Regular Plan-Growth | 05-09-2022 | 5.83 | 6.58 | 16.05 | - | - |
| Axis BusIness Cycles Fund - Regular Plan - Growth | 05-02-2023 | 5.66 | 3.35 | 14.25 | - | - |
| Baroda BNP Paribas BusIness Cycle Fund - Regular Plan - Growth | 15-09-2021 | 4.83 | 0.11 | 13.46 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
32.64%
Others
4.02%
Large Cap
40.46%
Mid Cap
22.88%
