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Sectoral / Thematicregulargrowth📊 NIFTY 500 TRI(SEBI default)

ITI Pharma and Healthcare Fund - Regular Plan - Growth Option

ITI Mutual Fund

#86 of 213 (1Y)

₹16.4949

0.19 (-1.14%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹16.4949

0.19 (-1.14%)

29 May 2026

AMFI: 149270

Direct · Growth

₹₹18.0712

0.21 (-1.13%)

29 May 2026

AMFI: 149268

Regular · IDCW

₹₹16.4949

0.19 (-1.14%)

29 May 2026

AMFI: 149269

Direct · IDCW

₹₹18.0692

0.21 (-1.13%)

29 May 2026

AMFI: 149271

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.04%
1 Month+7.92%
3 Months+10.32%
6 Months+2.58%
1 Year+4.64%
3 Years (CAGR)+21.78%
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Nov 2021)+12.05%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+11.06%
3 Year SIP+12.41%
5 Year SIP
Since Inception (Nov 2021)+14.78%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹27,000

Invested

₹36,997

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

₹1,649

Value today

11.6%

CAGR (p.a.)

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

Try Lumpsum Calculator

₹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

₹10,69,566

Value today

+8.1%

vs lumpsum

STP beat direct lumpsum by 8.1% — reduced timing risk paid off

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹36,997

Benchmark

₹33,953

+₹3,044 extra wealth vs the benchmark index

Backtest this SIP yourself

Direct vs Regular — ₹500/month over 4 years

Expense ratio drag on your actual returns

Direct plan

₹34,238

Regular plan

₹32,735

Direct earns ₹1,503 more on a ₹24K investment1.57% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseITI Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹217 Cr
Expense Ratio2.35%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 500 TRI ✓
Launch Date08 Nov 2021
AMFI Code149270

Risk Metrics

Trailing 1 year, annualised

-0.36

Sharpe Ratio

-0.04

Alpha

0.36

Beta

-0.33

Sortino

15.67%

Std Dev

-17.64%

Max Drawdown

Portfolio Holdings

Holdings data not yet available for this fund.

Performance Comparison

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Investment Objective

ITI Pharma and Healthcare Fund - Regular Plan - Growth Option invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

ITI Pharma and Healthcare Fund - Regular Plan - Growth Option is a Sectoral / Thematic mutual fund offered by ITI Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹217 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. 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