ITI Business Cycle Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

ITI Business Cycle Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹115 Cr

Lock In Period

N/A

Expense Ratio

3.54

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.

Benchmark

NIfty 500 Total Return

ITI Business Cycle Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.520.0811.98
6M0.002.2163.79
1Y0.004.96134.17
3Y0.0014.16299.70

Portfolio Analysis

  • Equity: 97.74%
  • Debt: 2.26%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Limited4.71%
2. HDFC Bank Limited3.56%
3. RBL Bank Limited1.49%
4. AU Small Finance Bank Limited1.46%
5. IDFC First Bank Limited1.30%
6. Yes Bank Limited1.10%
7. City Union Bank Limited0.91%
8. DCB Bank Limited0.84%

1. Laurus Labs Limited1.67%
2. IPCA Laboratories Limited1.47%
3. Divi's Laboratories Limited1.36%
4. Ajanta Pharma Limited1.28%
5. Torrent Pharmaceuticals Limited1.26%
6. Lupin Limited1.23%
7. Aurobindo Pharma Limited1.19%
8. Biocon Limited1.16%
9. Neuland Laboratories Limited1.04%

1. Bajaj Finance Limited2.82%
2. Shriram Finance Limited1.79%
3. L&T Finance Limited1.22%
4. IIFL Finance Limited1.12%
5. Cholamandalam Investment and Finance Company Ltd1.07%

1. Apollo Hospitals Enterprise Limited1.44%
2. Dr. Lal Path Labs Limited1.24%
3. Krishna Institute Of Medical Sciences Limited1.12%
4. Aster DM Quality Care Limited1.10%
5. Rainbow Childrens Medicare Limited1.07%

1. Pidilite Industries Limited1.44%
2. Gujarat Fluorochemicals Limited1.36%

1. Reliance Industries Limited2.72%

1. Eternal Limited1.31%
2. FSN E-Commerce Ventures Limited1.07%

1. BSE Limited1.31%
2. Multi Commodity Exchange of India Limited1.06%

1. Coal India Limited1.32%
2. NMDC Limited0.85%

1. State Bank of India1.86%

1. Titan Company Limited1.83%

1. Turtlemint Fintech Solutions Limited1.71%

1. Hindalco Industries Limited1.19%
2. National Aluminium Company Limited0.47%

1. Grasim Industries Limited1.44%

1. Redington Limited1.43%

1. Nestle India Limited1.39%

1. Adani Ports and Special Economic Zone Limited1.38%

1. SBI Funds Management Limited1.36%

1. Radico Khaitan Limited1.34%

1. TVS Motor Company Limited1.34%

1. Oberoi Realty Limited1.29%

1. Bharat Forge Limited1.29%

1. Gokaldas Exports Limited1.27%

1. Cummins India Limited1.26%

1. Delhivery Limited1.24%

1. Jubilant Ingrevia Limited1.24%

1. Marico Limited1.23%

1. Affle 3i Limited1.20%

1. Bharat Heavy Electricals Limited1.16%

1. Deepak Fertilizers and Petrochemicals Corporation Limited1.15%

1. Solar Industries India Limited1.12%

1. Navin Fluorine International Limited1.10%

1. Infosys Limited1.09%

1. Adani Power Limited1.05%

1. ABB India Limited1.05%

1. CreditAccess Grameen Limited1.02%

1. Data Patterns (India) Limited1.02%
No Data Found
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About Fund ITI Business Cycle Fund Growth

ITI Business Cycle Fund Growth managed by ITI Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹115 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 3.54. 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
Bandhan Innovation Fund Growth02,644 CR2.3
DSP Business Cycle Fund Growth01,334 CR2.89
ITI Business Cycle Fund Growth0115 CR3.54
HDFC Defence Fund Growth510,709 CR1.79
Nippon India Taiwan Equity Fund Growth3947 CR2.53
Fund Name1Y3Y
This FundBandhan Innovation Fund Growth18.89440
This FundDSP Business Cycle Fund Growth3.65740
This FundITI Business Cycle Fund Growth00
This FundHDFC Defence Fund Growth30.5262174.8805
This FundNippon India Taiwan Equity Fund Growth131.0253283.5012

ITI Business Cycle Fund Growth 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 3.54. 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 : 1.52%
  • 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 ₹ 10.5269 as on Aug 19,2026. 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 ₹115 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.