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  • 1Y
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  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹353 Cr

Lock In Period

N/A

Expense Ratio

2.41

Benchmark

Nifty India Consumption Total Return

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.

Summary

Latest details for ITI Bharat Consumption Fund Growth include a ₹10.1061 NAV as of Mar 13,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The ITI Bharat Consumption Fund Growth AUM is ₹353 Cr, with a lock-in of N/A years, expense ratio of 2.41%, and benchmark Nifty India Consumption Total Return. Exit load 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 growth review for 1M Month/Year, the fund recorded -8.82% returns, against a category average of -2.20% and a category best of 14.70%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-8.82-2.2014.70
6M-11.690.6647.64
1Y4.065.01124.59
3Y0.0011.89234.84

Portfolio Analysis

  • Equity: 95.10%
  • Debt: 4.90%
  • Others
As on: 2026-01-31
View allocation % by

1. Mahindra & Mahindra Limited5.05%
2. Maruti Suzuki India Limited4.58%

1. TVS Motor Company Limited2.69%
2. Eicher Motors Limited1.98%
3. Bajaj Auto Limited1.78%
4. Hero MotoCorp Limited1.22%
5. Ola Electric Mobility Ltd0.78%

1. Bharti Airtel Limited5.81%

1. Apollo Hospitals Enterprise Limited2.37%
2. Max Healthcare Institute Limited1.70%
3. Park Medi World Limited0.98%

1. ITC Limited4.76%

1. Hindustan Uever Limited3.27%
2. Godrej Consumer Products Limited1.28%

1. Titan Company Limited3.47%
2. Kalyan Jewellers India Limited0.88%

1. Nestle India Limited1.55%
2. Britannia Industries Limited1.54%
3. BIKAJI FOODS INTERNATIONAL LIMITED1.02%

1. Eternal Limited3.74%

1. Dixon Technologies (India) Limited1.10%
2. LG Electronics India�Ltd1.07%
3. PG Electroplast Limited0.71%
4. Havells India Limited0.52%

1. Tata Power Company Limited1.85%
2. Adani Power Limited0.95%

1. Tata Motors Ltd1.44%
2. Tata Motors Passenger Vehicles Limited1.31%

1. Trent Limited1.79%
2. Go Fashion (India) Limited0.61%

1. The Indian Hotels Company Limited1.37%
2. Lemon Tree Hotels Limited0.93%

1. Reliance Industries Limited2.24%

1. Vishal Mega Mart Limited1.22%
2. Avenue Supermarts Limited1.02%

1. Radico Khaitan Limited1.10%
2. United Spirits Limited1.06%

1. InterGlobe Aviation Limited2.11%

1. Asian Paints Limited1.65%

1. Samvardhana Motherson International Limited1.57%

1. Ather Energy Limited1.52%

1. Blue Star Limited1.32%

1. Marico Limited1.27%

1. Tata Consumer Products Limited1.21%

1. Tube Investments of India Limited1.20%

1. Hindustan Copper Limited1.20%

1. Indus Towers Limited1.14%

1. Canara Bank1.12%

1. Varun Beverages Limited1.06%

1. Sumitomo Chemical India Limited1.05%

1. Info Edge (India) Limited1.05%

1. Hitachi Energy India Limited1.03%

About Fund

ITI Bharat Consumption Fund Growth managed by ITI Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹353 Crore. The fund benchmarks its performance against the Nifty India Consumption Total Return while maintaining an expense ratio of 2.41. Under the expert guidance of Rohan Korde ,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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundICICI Prudential Rural Opportunities Fund Growth02261.81 CR2.05
This FundQuant Commodities Fund Growth0309.6 CR2.45
This FundITI Bharat Consumption Fund Growth0352.98 CR2.41
This FundICICI Prudential PSU Equity Fund Growth02021.84 CR2.08
This FundNippon India Taiwan Equity Fund Growth3519.5 CR2.42
Fund Name1Y3Y
This FundICICI Prudential Rural Opportunities Fund Growth10.81080
This FundQuant Commodities Fund Growth3.8550
This FundITI Bharat Consumption Fund Growth4.06060
This FundICICI Prudential PSU Equity Fund Growth20.7485107.3724
This FundNippon India Taiwan Equity Fund Growth121.493221.1804

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 2.41. 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 : -8.82%
  • 6 Months : -11.69%
  • 1 Year : 4.06%
  • 3 Years : 0.00%
Returns of ITI Bharat Consumption Fund Growth are updated daily based on NAV of ₹ 10.1061 as on Mar 13,2026. 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 ₹353 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.
Min Inv Amount: ₹500