Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.94%
1 Month-12.06%
3 Months-14.73%
6 Months-11.36%
1 Year-8.20%
3 Years (CAGR)+9.37%
5 Years (CAGR)+7.00%
10 Years (CAGR)—
Since Inception (Dec 2020)+8.17%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-19.02%
3 Year SIP-1.82%
5 Year SIP+3.83%
Since Inception (Dec 2020)+4.26%
Fund Details
Fund HouseITI Mutual Fund
CategoryLarge Cap
Plan Typeregular
Optiongrowth
AUM₹507 Cr
Expense Ratio2.35%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date29 Dec 2020
AMFI Code148351
Risk Metrics
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Sharpe Ratio
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Alpha
—
Beta
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Sortino
—
Std Dev
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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 Large Cap Fund - Regular Plan - Growth Option aims to generate long-term capital appreciation by investing predominantly in large-cap companies — typically the top 100 stocks by market capitalisation. The fund seeks to provide investors with relatively stable equity returns through exposure to well-established businesses with proven track records.
About This Fund
ITI Large Cap Fund - Regular Plan - Growth Option is a Large Cap mutual fund offered by ITI Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹507 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.35%.
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