Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.92%
1 Month-11.40%
3 Months-14.07%
6 Months-13.36%
1 Year-8.11%
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Sept 2024)-12.63%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-20.46%
3 Year SIP—
5 Year SIP—
Since Inception (Sept 2024)-16.30%
Fund Details
Fund HouseITI Mutual Fund
CategoryLarge & Mid Cap
Plan Typeregular
Optiongrowth
AUM₹745 Cr
Expense Ratio2.22%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date13 Sept 2024
AMFI Code152824
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 Large & Midcap Fund - Regular Plan - Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
ITI Large & Midcap Fund - Regular Plan - Growth is a Large & Mid Cap mutual fund offered by ITI Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹745 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.22%.
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