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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹93 Cr

Lock In Period

N/A

Expense Ratio

2.34

Benchmark

NIfty 500 Total Return

Exit Load

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

Summary

Latest details for ITI Business Cycle Fund Growth include a ₹10.2685 NAV as of Apr 21,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The ITI Business Cycle Fund Growth AUM is ₹93 Cr, with a lock-in of N/A years, expense ratio of 2.34%, and benchmark NIfty 500 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 units.Nil, 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 4.00% returns, against a category average of 0.35% and a category best of 20.86%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.000.3520.86
6M0.001.4491.07
1Y0.004.61250.77
3Y0.0011.76316.93

Portfolio Analysis

  • Equity: 62.62%
  • Debt: 37.38%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Limited5.39%
2. ICICI Bank Limited3.86%
3. RBL Bank Limited1.53%
4. Axis Bank Limited0.88%
5. The Jammu & Kashmir Bank Limited0.56%
6. Kotak Mahindra Bank Limited0.49%

1. Lupin Limited1.79%
2. IPCA Laboratories Limited1.67%
3. Glenmark Pharmaceuticals Limited1.67%
4. JB Chemicals & Pharmaceuticals Limited1.57%
5. Ajanta Pharma Limited1.49%
6. Torrent Pharmaceuticals Limited1.26%
7. Sai Life Sciences Limited1.20%
8. Sun Pharmaceutical Industries Limited1.04%
9. Natco Pharma Limited1.00%

1. Reliance Industries Limited4.14%

1. Sundaram Finance Limited1.05%
2. Cholamandalam Investment and Finance Company Ltd0.96%
3. Shriram Finance Limited0.81%
4. Bajaj Finance Limited0.56%

1. Oil & Natural Gas Corporation Limited2.21%
2. Oil India Limited0.98%

1. Coal India Limited2.09%
2. Vedanta Limited0.84%

1. Mahindra & Mahindra Limited2.86%

1. NTPC Limited2.45%

1. Data Patterns (India) Limited1.42%
2. Bharat Electronics Limited0.87%

1. State Bank of India1.73%

1. Multi Commodity Exchange of India Limited1.26%
2. BSE Limited0.26%

1. Hindalco Industries Limited0.87%
2. National Aluminium Company Limited0.65%

1. Infosys Limited1.50%

1. Larsen & Toubro Limited1.30%

1. Jindal Steel Limited1.25%

1. Hindustan Copper Limited1.04%

1. Aditya Birla Sun Life AMC Limited1.04%

About Fund

ITI Business Cycle Fund Growth managed by ITI Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹93 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.34. Under the expert guidance of Nilay Dalal ,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

Nilay Dalal

Mr. Nilay Dalal holds MBA (Finance). Mr. Nilay Dalal joined ITI Asset Management Limited in April 2023 and has over 12 years of work experience in financial markets. Prior to joining ITI Mutual Fund he was associated with Axis Asset Management Company as Equity Research Analyst; with SBI Life Insurance as Equity Research Analyst.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundKotak Rural Opportunities Fund Growth0759.93 CR2.32
This FundEdelweiss Technology Fund Growth0622.91 CR2.34
This FundITI Business Cycle Fund Growth092.78 CR2.34
This FundICICI Prudential PSU Equity Fund Growth01798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth3599.16 CR2.36
Fund Name1Y3Y
This FundKotak Rural Opportunities Fund Growth00
This FundEdelweiss Technology Fund Growth15.84540
This FundITI Business Cycle Fund Growth00
This FundICICI Prudential PSU Equity Fund Growth12.6311111.6323
This FundNippon India Taiwan Equity Fund Growth245.904299.9424

FAQs

ITI Business Cycle 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 Business Cycle Fund Growth is 2.34. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

ITI Business Cycle Fund Growth’s fund performance is as follows:
  • 1 Month : 4.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of ITI Business Cycle Fund Growth are updated daily based on NAV of ₹ 10.2685 as on Apr 21,2026. Since inception, the return has been 0.00%.

You can invest in ITI Business Cycle 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 Business Cycle Fund Growth is ₹93 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in ITI Business Cycle 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