ITI Bharat Consumption Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

ITI Bharat Consumption Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹370 Cr

Lock In Period

N/A

Expense Ratio

2.57

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

ITI Bharat Consumption Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-4.57-1.74-1.61
6M15.353.0538.95
1Y-0.903.0211.32
3Y0.0011.1152.42

Portfolio Analysis

  • Equity: 99.32%
  • Debt: 0.68%
  • Others
As on: 2026-08-31
View allocation % by

1. TVS Motor Company Limited2.94%
2. Bajaj Auto Limited2.51%
3. Eicher Motors Limited2.07%
4. Hero MotoCorp Limited1.44%

1. Mahindra & Mahindra Limited4.38%
2. Maruti Suzuki India Limited4.34%

1. Eternal Limited6.03%
2. Cartrade Tech Limited1.37%

1. Bharti Airtel Limited6.40%

1. Titan Company Limited4.93%

1. Apollo Hospitals Enterprise Limited2.49%
2. Max Healthcare Institute Limited1.87%
3. Thyrocare Technologies Limited0.52%

1. Nestle India Limited2.84%
2. Britannia Industries Limited1.53%

1. ITC Limited3.55%
2. Godfrey Phillips India Limited0.62%

1. LG Electronics India�Ltd1.80%
2. Dixon Technologies (India) Limited1.56%
3. Havells India Limited0.79%

1. Hindustan Uever Limited2.58%
2. Godrej Consumer Products Limited1.16%

1. Ather Energy Limited3.09%

1. Tata Motors Passenger Vehicles Limited1.36%
2. Tata Motors Ltd1.23%

1. Radico Khaitan Limited1.12%
2. United Spirits Limited1.12%
3. Allied Blenders And Distillers Limited0.31%

1. InterGlobe Aviation Limited2.54%

1. Ramkrishna Forgings Limited1.32%
2. Sona BLW Precision Forgings Limited1.16%

1. Asian Paints Limited2.33%

1. The Indian Hotels Company Limited1.46%
2. Lemon Tree Hotels Limited0.74%

1. Adani Power Limited1.06%
2. Tata Power Company Limited0.85%

1. Sedemac Mechatronics Limited1.89%

1. Trent Limited1.81%

1. Tata Consumer Products Limited1.62%

1. Varun Beverages Limited1.56%

1. Sumitomo Chemical India Limited1.39%

1. Reliance Industries Limited1.25%

1. Vintage Coffee And Beverages Limited1.11%

1. Blue Star Limited1.10%

1. DLF Limited1.07%

1. Avenue Supermarts Limited1.01%
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About Fund ITI Bharat Consumption Fund Growth

ITI Bharat Consumption Fund Growth managed by ITI Mutual Fund,is a Consumerscheme with Assets Under Management of ₹370 Crore. The fund benchmarks its performance against the Nifty India Consumption Total Return while maintaining an expense ratio of 2.57. 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 Consumption Opportunities Fund Growth0140 CR2.77
Union Consumption Fund Growth0336 CR2.79
ITI Bharat Consumption Fund Growth0370 CR2.57
Tata India Consumer Fund Growth52,900 CR2.12
HSBC Consumption Fund Growth01,816 CR2.19
Fund Name1Y3Y
This FundWhiteOak Capital Consumption Opportunities Fund Growth00
This FundUnion Consumption Fund Growth00
This FundITI Bharat Consumption Fund Growth-0.90260
This FundTata India Consumer Fund Growth2.411740.8785
This FundHSBC Consumption Fund Growth0.763946.4133

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 2.57. 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 : -4.57%
  • 6 Months : 15.35%
  • 1 Year : -0.90%
  • 3 Years : 0.00%
Returns of ITI Bharat Consumption Fund Growth are updated daily based on NAV of ₹ 11.1019 as on Oct 01,2026. 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 ₹370 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.
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