Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-1.59%
1 Month-11.51%
3 Months-11.35%
6 Months-7.58%
1 Year+0.49%
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Jun 2023)+12.71%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-10.79%
3 Year SIP—
5 Year SIP—
Since Inception (Jun 2023)+3.24%
Fund Details
Fund HouseITI Mutual Fund
CategoryFocused Fund
Plan Typeregular
Optiongrowth
AUM₹567 Cr
Expense Ratio2.34%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date21 Jun 2023
AMFI Code151778
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 Focused Fund - Regular Plan - Growth is a focused equity fund that invests in a concentrated portfolio of up to 30 stocks across market capitalisations. This high-conviction approach allows the fund manager to allocate significant capital to their best ideas.
About This Fund
ITI Focused Fund - Regular Plan - Growth is a Focused Fund mutual fund offered by ITI Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹567 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.34%.
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