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ITI Bharat Consumption Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

ITI Bharat Consumption Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹347 Cr

Lock In Period

N/A

Expense Ratio

2.39

Exit Load

0.50% if redeemed or switched out on or before completion of 3 months from the date of allotment of unitsNil, if redeemed or switched out after completion of 3 months from the date of allotment of units.

Benchmark

Nifty India Consumption Total Return

Summary

ITI Bharat Consumption Fund Growth NAV is ₹11.2074 as of 25 Jun, 2026. ITI Bharat Consumption Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in ITI Bharat Consumption Fund Growth is ₹500. The AUM of ITI Bharat Consumption Fund Growth is ₹347 Cr. The expense ratio of the fund is 2.39%, and its benchmark is Nifty India Consumption Total Return. The current exit load of the fund is 0.50% if redeemed or switched out on or before completion of 3 months from the date of allotment of unitsNil, if redeemed or switched out after completion of 3 months from the date of allotment of units.. In the last 1M months, ITI Bharat Consumption Fund Growth has delivered 3.55% returns.

ITI Bharat Consumption Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.550.0413.20
6M-2.141.61125.97
1Y3.044.65202.92
3Y0.0013.02342.40

Portfolio Analysis

  • Equity: 99.68%
  • Debt: 0.32%
  • Others
As on: 2026-05-31
View allocation % by

1. Maruti Suzuki India Limited4.50%
2. Mahindra & Mahindra Limited4.34%

1. TVS Motor Company Limited2.51%
2. Bajaj Auto Limited2.31%
3. Eicher Motors Limited2.00%
4. Hero MotoCorp Limited1.38%

1. Bharti Airtel Limited6.90%

1. Eternal Limited4.92%
2. Cartrade Tech Limited1.08%

1. Apollo Hospitals Enterprise Limited2.69%
2. Max Healthcare Institute Limited1.85%
3. Park Medi World Limited1.01%

1. ITC Limited4.27%
2. Godfrey Phillips India Limited0.72%

1. Adani Power Limited2.86%
2. Tata Power Company Limited1.77%

1. Nestle India Limited2.99%
2. Britannia Industries Limited1.62%

1. Titan Company Limited4.21%

1. Hindustan Uever Limited3.02%
2. Godrej Consumer Products Limited1.19%

1. LG Electronics India�Ltd1.42%
2. Dixon Technologies (India) Limited1.29%
3. Havells India Limited0.80%

1. Tata Motors Passenger Vehicles Limited1.85%
2. Tata Motors Ltd0.87%

1. Radico Khaitan Limited1.57%
2. United Spirits Limited1.02%

1. The Indian Hotels Company Limited1.53%
2. Lemon Tree Hotels Limited0.85%

1. Sona BLW Precision Forgings Limited1.42%
2. Ramkrishna Forgings Limited0.93%

1. InterGlobe Aviation Limited2.23%

1. Varun Beverages Limited2.19%

1. Avenue Supermarts Limited1.13%
2. Vishal Mega Mart Limited1.03%

1. Ather Energy Limited2.06%

1. Trent Limited1.89%

1. Asian Paints Limited1.82%

1. Tata Consumer Products Limited1.75%

1. Sumitomo Chemical India Limited1.64%

1. Marico Limited1.44%

1. Reliance Industries Limited1.38%

1. Sedemac Mechatronics Limited1.36%

1. Blue Star Limited1.27%

1. Info Edge (India) Limited1.16%

1. Samvardhana Motherson International Limited1.06%

1. Indus Towers Limited1.05%

About Fund ITI Bharat Consumption Fund Growth

ITI Bharat Consumption Fund Growth managed by ITI Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹347 Crore. The fund benchmarks its performance against the Nifty India Consumption Total Return while maintaining an expense ratio of 2.39. Under the expert guidance of Dhimant Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Dhimant Shah

Mr. Dhimant is a Commerce Graduate and holds a CA Degree. He has over 16 years of experience in stock markets. Previously, he has also worked with Reliance Asset Management Co. Pvt. Ltd (PMS), ASK Raymond James (PMS) as a Portfolio Manage, IL&FS Asset Management Co. Pvt. Ltd as Senior Research Analyst and HSBC Asset Management Co. Pvt. Ltd. as a Fund Manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
WhiteOak Capital ESG Best-In-Class Strategy Fund Growth053.63 CR2.47
ITI Bharat Consumption Fund Growth0346.57 CR2.39
HDFC Defence Fund Growth59724.27 CR1.75
Nippon India Taiwan Equity Fund Growth31256.27 CR2.15
Fund Name1Y3Y
This FundWhiteOak Capital ESG Best-In-Class Strategy Fund Growth-4.47370
This FundITI Bharat Consumption Fund Growth3.03520
This FundHDFC Defence Fund Growth17.5133191.1805
This FundNippon India Taiwan Equity Fund Growth198.7903324.3981

ITI Bharat Consumption Fund Growth FAQs

ITI Bharat Consumption Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of ITI Bharat Consumption Fund Growth is 2.39. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

ITI Bharat Consumption Fund Growth’s fund performance is as follows:
  • 1 Month : 3.55%
  • 6 Months : -2.14%
  • 1 Year : 3.04%
  • 3 Years : 0.00%
Returns of ITI Bharat Consumption Fund Growth are updated daily based on NAV of ₹ 11.2074 as on Jun 22,2026. Since inception, the return has been 0.00%.

You can invest in ITI Bharat Consumption Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of ITI Bharat Consumption Fund Growth is ₹347 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in ITI Bharat Consumption Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.