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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹310 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 ₹10.7883 NAV as of Apr 24,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The ITI Bharat Consumption Fund Growth AUM is ₹310 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 10.56% returns, against a category average of 1.70% and a category best of 26.98%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M10.561.7026.98
6M-7.811.2596.54
1Y-0.994.55251.54
3Y0.0013.61332.92

Portfolio Analysis

  • Equity: 100.18%
  • Debt: -0.18%
  • Others
As on: 2026-03-31
View allocation % by

1. Mahindra & Mahindra Limited4.63%
2. Maruti Suzuki India Limited4.43%

1. TVS Motor Company Limited2.81%
2. Eicher Motors Limited2.05%
3. Bajaj Auto Limited1.83%
4. Hero MotoCorp Limited1.15%
5. TVS Motor Company Limited (Preference Share)0.03%

1. Bharti Airtel Limited6.22%

1. Apollo Hospitals Enterprise Limited2.83%
2. Max Healthcare Institute Limited1.98%
3. Park Medi World Limited1.12%

1. Nestle India Limited2.76%
2. Britannia Industries Limited1.63%
3. BIKAJI FOODS INTERNATIONAL LIMITED1.13%

1. Hindustan Uever Limited3.22%
2. Godrej Consumer Products Limited1.27%
3. Emami Limited0.77%

1. Titan Company Limited4.21%
2. Kalyan Jewellers India Limited1.03%

1. ITC Limited4.78%

1. Tata Power Company Limited2.50%
2. Adani Power Limited1.71%

1. Eternal Limited3.14%
2. Cartrade Tech Limited0.78%

1. LG Electronics India�Ltd1.35%
2. Dixon Technologies (India) Limited1.14%
3. Havells India Limited0.54%

1. Tata Motors Passenger Vehicles Limited1.63%
2. Tata Motors Ltd1.14%

1. Avenue Supermarts Limited1.23%
2. Vishal Mega Mart Limited1.10%

1. Radico Khaitan Limited1.26%
2. United Spirits Limited1.06%

1. Dr. Reddy's Laboratories Limited1.18%
2. Abbott India Limited0.96%

1. The Indian Hotels Company Limited1.30%
2. Lemon Tree Hotels Limited0.81%

1. InterGlobe Aviation Limited2.03%

1. Sona BLW Precision Forgings Limited1.21%
2. Ramkrishna Forgings Limited0.76%

1. Ather Energy Limited1.89%

1. Marico Limited1.66%

1. Asian Paints Limited1.65%

1. Tata Consumer Products Limited1.52%

1. Trent Limited1.51%

1. Blue Star Limited1.44%

1. Samvardhana Motherson International Limited1.44%

1. Reliance Industries Limited1.35%

1. Sumitomo Chemical India Limited1.33%

1. Varun Beverages Limited1.25%

1. Indus Towers Limited1.20%

1. Balkrishna Industries Limited1.10%

1. Sedemac Mechatronics Limited1.07%

About Fund

ITI Bharat Consumption Fund Growth managed by ITI Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹310 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 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
This FundEdelweiss Financial Services Fund Growth0203.29 CR2.39
This FundHDFC Transportation and Logistics Fund Growth01497.28 CR2.15
This FundITI Bharat Consumption Fund Growth0309.88 CR2.41
This FundICICI Prudential PSU Equity Fund Growth01798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth3599.16 CR2.36
Fund Name1Y3Y
This FundEdelweiss Financial Services Fund Growth00
This FundHDFC Transportation and Logistics Fund Growth18.09990
This FundITI Bharat Consumption Fund Growth-0.99120
This FundICICI Prudential PSU Equity Fund Growth10.9367112.3944
This FundNippon India Taiwan Equity Fund Growth246.7021315.2486

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 : 10.56%
  • 6 Months : -7.81%
  • 1 Year : -0.99%
  • 3 Years : 0.00%
Returns of ITI Bharat Consumption Fund Growth are updated daily based on NAV of ₹ 10.7883 as on Apr 24,2026. 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 ₹310 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