ITI Business Cycle Fund- Regular Plan- IDCW
Fund House: ITI Mutual Fund| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 13-02-2026 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.34% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 92.61 Cr As on 31-03-2026(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. |
10.5054
-0.03 (-0.2865%)
5.28%
Benchmark: 12.21%
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- Regular Plan- IDCW | 13-02-2026 | - | - | - | - | - |
| Invesco India Business Cycle Fund - Growth | 27-02-2025 | 22.52 | - | - | - | - |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 13.25 | 8.26 | - | - | - |
| Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | 10.34 | 5.81 | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 9.8 | 10.6 | 17.28 | - | - |
| Bank of India Business Cycle Fund - Regular Plan - Growth | 05-08-2024 | 9.76 | - | - | - | - |
| DSP Business Cycle Fund - Regular - Growth | 17-12-2024 | 8.67 | - | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 7.89 | 8.82 | 20.88 | 17.97 | - |
| Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 7.81 | 6.72 | 15.91 | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 7.79 | 7.46 | 18.38 | 17.39 | 14.29 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.36%
Others
37.38%
Large Cap
42.99%
Mid Cap
10.27%
