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Dynamic Bond📊 NIFTY Composite Debt Index(SEBI default)

ITI Dynamic Bond Fund · Regular · Growth

ITI Mutual Fund

#18 of 23 (1Y)

NAV

₹12.7500

as of 16 Jun 2026

Expense Ratio

1.19%

AUM

₹56 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+1.09%
3Y
+5.52%
5Y
Since Inception
+5.06%

SIP returns (XIRR)

1Y
+1.95%
3Y
+4.45%
5Y
Since Inception
+5.03%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹29,500

Invested

₹33,287

Value today

5.0%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

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1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,272

Value today

5.0%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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Risk Metrics

Trailing 1 year, annualised

-1.36

Sharpe Ratio

Alpha

Beta

-1.32

Sortino

1.97%

Std Dev

-2.03%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseITI Mutual Fund
CategoryDynamic Bond
BenchmarkNIFTY Composite Debt Index
Launch Date14 Jul 2021
AMFI Code149021
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit Loadw.e.f 25 AUGUST 2021 - 0.25 % 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

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

ITI Dynamic Bond Fund · Regular · Growth by ITI Mutual Fund is a Dynamic Bond fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Dynamic Bond category.

About This Fund

ITI Dynamic Bond Fund · Regular · Growth is a Dynamic Bond mutual fund offered by ITI Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹56.1 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Composite Debt Index. The current expense ratio is 1.19%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations