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)

114 Cr

Lock In Period

N/A

Expense Ratio

3.76

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(%)
1M-0.94-0.8216.11
6M0.001.0140.05
1Y0.002.93105.34
3Y0.0010.88199.53

Portfolio Analysis

  • Equity: 95.98%
  • Debt: 4.02%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Limited3.85%
2. ICICI Bank Limited3.59%
3. RBL Bank Limited1.49%
4. AU Small Finance Bank Limited1.20%
5. Yes Bank Limited1.19%
6. Bandhan Bank Limited1.02%
7. City Union Bank Limited0.94%
8. DCB Bank Limited0.84%

1. IPCA Laboratories Limited1.45%
2. Laurus Labs Limited1.42%
3. Ajanta Pharma Limited1.28%
4. Aurobindo Pharma Limited1.21%
5. Biocon Limited1.16%
6. JB Chemicals & Pharmaceuticals Limited1.12%
7. Granules India Limited1.08%
8. Neuland Laboratories Limited1.03%

1. Apollo Hospitals Enterprise Limited1.42%
2. Krishna Institute Of Medical Sciences Limited1.15%
3. Dr. Lal Path Labs Limited1.09%
4. Aster DM Healthcare Limited1.06%
5. Rainbow Childrens Medicare Limited1.00%

1. Adani Power Limited1.13%
2. JSW Energy Limited1.10%
3. Tata Power Company Limited1.09%

1. State Bank of India2.89%

1. Cholamandalam Investment and Finance Company Ltd1.05%
2. IIFL Finance Limited0.94%
3. Shriram Finance Limited0.79%

1. Reliance Industries Limited2.73%

1. BSE Limited1.41%
2. Multi Commodity Exchange of India Limited1.13%

1. Tata Steel Limited1.48%
2. Steel Authority of India Limited0.90%

1. Coal India Limited1.41%
2. NMDC Limited0.86%

1. Bharat Heavy Electricals Limited1.20%
2. Elecon Engineering Company Limited0.97%

1. KEI Industries Limited1.11%
2. Finolex Cables Limited0.99%

1. Turtlemint Fintech Solutions Limited1.98%

1. NBCC (India) Limited1.01%
2. Larsen & Toubro Limited0.77%

1. Titan Company Limited1.67%

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

1. Adani Ports and Special Economic Zone Limited1.49%

1. Grasim Industries Limited1.46%

1. Gokaldas Exports Limited1.38%

1. Nestle India Limited1.32%

1. Cummins India Limited1.31%

1. Bharat Forge Limited1.27%

1. Syrma SGS Technology Limited1.27%

1. Radico Khaitan Limited1.24%

1. Marico Limited1.20%

1. Avenue Supermarts Limited1.18%

1. Deepak Fertilizers and Petrochemicals Corporation Limited1.17%

1. Solar Industries India Limited1.15%

1. Navin Fluorine International Limited1.14%

1. Siemens Limited1.10%

1. ABB India Limited1.09%

1. Data Patterns (India) Limited1.09%

1. Angel One Limited1.08%

1. Elgi Equipments Limited1.05%

1. Trent Limited1.04%

1. CCL Products (India) Limited1.03%

1. JSW Dulux Limited1.02%

1. FSN E-Commerce Ventures Limited1.01%

About Fund ITI Business Cycle Fund Growth

ITI Business Cycle Fund Growth managed by ITI Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹114 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 3.76. 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
HSBC Consumption Fund Growth01,703 CR2.24
SBI Quant Fund Growth03,001 CR2.66
ITI Business Cycle Fund Growth0113 CR3.76
HDFC Defence Fund Growth510,529 CR1.8
Nippon India Taiwan Equity Fund Growth31,191 CR2.6
Fund Name1Y3Y
This FundHSBC Consumption Fund Growth2.65290
This FundSBI Quant Fund Growth2.68430
This FundITI Business Cycle Fund Growth00
This FundHDFC Defence Fund Growth24.0562161.7861
This FundNippon India Taiwan Equity Fund Growth102.5633187.3688

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 3.76. 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 : -0.94%
  • 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 ₹ 10.3930 as on Jul 31,2026. 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 ₹114 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.