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Flexi Cap📊 NIFTY 500 TRI(SEBI default)

ITI Flexi Cap Fund · Regular · Growth

ITI Mutual Fund

#5 of 38 (1Y)

NAV

₹18.9294

as of 16 Jun 2026

Expense Ratio

1.97%

AUM

₹1,243 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+6.49%
3Y
+18.10%
5Y
Since Inception
+21.15%

SIP returns (XIRR)

1Y
+12.44%
3Y
+12.05%
5Y
Since Inception
+14.13%

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹23,876

Benchmark

₹22,591

+₹1,285 extra wealth vs the benchmark index

Backtest this SIP yourself

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹20,000

Invested

₹23,876

Value today

11.0%

XIRR (p.a.)

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

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,811

Value today

19.6%

CAGR (p.a.)

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

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₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹9,41,163

Value today

-13.4%

vs lumpsum

Direct lumpsum would have beaten STP by 13.4% — but STP reduced timing risk

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

-0.05

Sharpe Ratio

+0.02

Alpha

0.56

Beta

-0.05

Sortino

16.77%

Std Dev

-18.44%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseITI Mutual Fund
CategoryFlexi Cap
BenchmarkNIFTY 500 TRI ✓
Launch Date17 Feb 2023
AMFI Code151377
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit Load1% if redeemed or switched out on or before completion of 12 months from the date of allotment of units • Nil, if redeemed or switched out after completion of 12 months from the date of allotment of units. Redemption of units would be done on First in First out Basis (FIFO). *The entire Exit Load, net of Goods & service tax, shall be credited to the Scheme.

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

ITI Flexi Cap Fund · Regular · Growth aims to generate long-term capital appreciation by investing across companies of all market capitalisations — large, mid, and small cap — without any restriction on allocation. The fund manager has the flexibility to dynamically shift between segments based on market conditions.

About This Fund

ITI Flexi Cap Fund · Regular · Growth is a Flexi Cap mutual fund offered by ITI Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹1,243 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.97%.

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