MF
MFGenie.ai
Multi Cap📊 NIFTY 500 Multicap 50:25:25 TRI(SEBI default)

ITI Multi Cap Fund · Regular · Growth

ITI Mutual Fund

#6 of 31 (1Y)

NAV

₹25.3431

as of 17 Jun 2026

Expense Ratio

1.95%

AUM

₹1,302 Cr

Viewing Regular · Growth
Compare Fund

Lumpsum returns (CAGR)

1Y
+8.03%
3Y
+18.26%
5Y
+12.42%
Since Inception
+14.01%

SIP returns (XIRR)

1Y
+14.69%
3Y
+11.84%
5Y
+14.83%
Since Inception
+15.31%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹42,500

Invested

₹69,929

Value today

14.0%

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

₹2,410

Value today

13.2%

CAGR (p.a.)

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

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹4,25,000

Withdrawn

₹17,10,299

Corpus left

+₹11,35,299 net gain — withdrew ₹4,25,000 AND corpus grew

Plan your SWP with real NAV

₹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

₹14,55,519

Value today

+0.7%

vs lumpsum

STP beat direct lumpsum by 0.7% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,37,671

Value today

3.4×

Multiple

Staying invested through that crash turned ₹1L into ₹3,37,671 — a 3.4× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

0.01

Sharpe Ratio

+0.03

Alpha

0.54

Beta

0.01

Sortino

16.88%

Std Dev

-18.92%

Max Drawdown

Performance Comparison

Thinking about ITI Multi Cap Fund · Regular · Growth?

Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Fund Details

Fund HouseITI Mutual Fund
CategoryMulti Cap
BenchmarkNIFTY 500 Multicap 50:25:25 TRI ✓
Launch Date15 May 2019
AMFI Code147184
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹500
Exit Load1% if redeemed or switched out on or before completion of 3 months from the date of allotment of units Nil if redeemed or switched out after completion of 3 months from the date of allotment of units

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

ITI Multi Cap Fund · Regular · Growth seeks to generate long-term capital growth by investing across large, mid, and small-cap stocks with a minimum 25% allocation to each segment. This SEBI-mandated diversification ensures broad market exposure across all capitalisation tiers.

About This Fund

ITI Multi Cap Fund · Regular · Growth is a Multi Cap mutual fund offered by ITI Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹1,302 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 Multicap 50:25:25 TRI. The current expense ratio is 1.95%.

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