Ultra Short Durationregulargrowth
ITI Ultra Short Duration Fund - Regular Plan - Growth Option
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.18%
1 Month+0.41%
3 Months+1.22%
6 Months+2.51%
1 Year+5.69%
3 Years (CAGR)+6.25%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (May 2021)+5.24%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+5.31%
3 Year SIP+6.06%
5 Year SIP—
Since Inception (May 2021)+5.86%
Fund Details
Fund HouseITI Mutual Fund
CategoryUltra Short Duration
Plan Typeregular
Optiongrowth
AUM₹195 Cr
Expense Ratio0.92%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date06 May 2021
AMFI Code148906
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
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Our experts will help you decide if this fund fits your goals.
Investment Objective
ITI Ultra Short Duration Fund - Regular Plan - Growth Option by ITI Mutual Fund is a Ultra Short Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Ultra Short Duration category.
About This Fund
ITI Ultra Short Duration Fund - Regular Plan - Growth Option is a Ultra Short Duration mutual fund offered by ITI Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹195 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.92%.
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