Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.61%
1 Month-11.67%
3 Months-12.81%
6 Months-6.92%
1 Year-0.05%
3 Years (CAGR)+20.07%
5 Years (CAGR)+13.91%
10 Years (CAGR)—
Since Inception (Mar 2021)+13.79%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-11.80%
3 Year SIP+5.93%
5 Year SIP+11.74%
Since Inception (Mar 2021)+11.74%
Fund Details
Fund HouseITI Mutual Fund
CategoryMid Cap
Plan Typeregular
Optiongrowth
AUM₹1,325 Cr
Expense Ratio1.99%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date10 Mar 2021
AMFI Code148732
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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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 Mid Cap Fund - Regular Plan - Growth Option 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 Mid Cap Fund - Regular Plan - Growth Option is a Mid Cap mutual fund offered by ITI Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹1,325 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.99%.
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