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Flexi Capregulargrowth📊 NIFTY 500 TRI(SEBI default)

ITI Flexi Cap Fund- Regular Plan- Growth

ITI Mutual Fund

#9 of 38 (1Y)

₹18.1609

0.17 (-0.92%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹18.1609

0.17 (-0.92%)

29 May 2026

AMFI: 151377

Direct · Growth

₹₹19.2121

0.18 (-0.91%)

29 May 2026

AMFI: 151379

Regular · IDCW

₹₹17.5605

0.16 (-0.92%)

29 May 2026

AMFI: 151378

Direct · IDCW

₹₹18.6087

0.17 (-0.91%)

29 May 2026

AMFI: 151380

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.56%
1 Month-0.42%
3 Months-1.35%
6 Months-2.90%
1 Year+3.30%
3 Years (CAGR)+18.28%
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Feb 2023)+19.46%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+2.09%
3 Year SIP+9.05%
5 Year SIP
Since Inception (Feb 2023)+10.91%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹19,500

Invested

₹23,447

Value today

11.4%

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

₹1,816

Value today

20.0%

CAGR (p.a.)

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

Try Lumpsum Calculator

₹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

₹9,43,898

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

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹23,447

Benchmark

₹22,128

+₹1,319 extra wealth vs the benchmark index

Backtest this SIP yourself

Direct vs Regular — ₹500/month over 3 years

Expense ratio drag on your actual returns

Direct plan

₹22,229

Regular plan

₹21,622

Direct earns ₹607 more on a ₹18K investment1.12% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseITI Mutual Fund
CategoryFlexi Cap
Plan Typeregular
Optiongrowth
AUM₹1,243 Cr
Expense Ratio1.97%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 500 TRI ✓
Launch Date17 Feb 2023
AMFI Code151377

Risk Metrics

Trailing 1 year, annualised

-0.29

Sharpe Ratio

-0.02

Alpha

0.52

Beta

-0.26

Sortino

16.62%

Std Dev

-20.99%

Max Drawdown

Portfolio Holdings

Holdings data not yet available for this fund.

Performance Comparison

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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 ₹1,243 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