Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.83%
1 Month-10.99%
3 Months-12.02%
6 Months-8.46%
1 Year+0.03%
3 Years (CAGR)+17.24%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Feb 2023)+16.67%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-12.45%
3 Year SIP+4.14%
5 Year SIP—
Since Inception (Feb 2023)+4.88%
Fund Details
Fund HouseITI Mutual Fund
CategoryFlexi Cap
Plan Typeregular
Optiongrowth
AUM₹1,267 Cr
Expense Ratio1.97%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date22 Feb 2023
AMFI Code151377
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
ITI Flexi Cap Fund- Regular Plan- 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 Plan- 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 ₹1,267 Cr, reflecting investor confidence in the fund's strategy. 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