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)

₹116 Cr

Lock In Period

N/A

Expense Ratio

3.51

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-1.60-1.028.60
6M6.612.9040.03
1Y0.003.58121.55
3Y0.0011.17332.84

Portfolio Analysis

  • Equity: 97.08%
  • Debt: 2.92%
  • Others
As on: 2026-08-31
View allocation % by

1. ICICI Bank Limited3.69%
2. HDFC Bank Limited2.85%
3. AU Small Finance Bank Limited1.49%
4. IDFC First Bank Limited1.28%
5. RBL Bank Limited1.11%
6. Yes Bank Limited1.09%
7. City Union Bank Limited1.00%
8. DCB Bank Limited0.97%

1. Divi's Laboratories Limited1.58%
2. Laurus Labs Limited1.54%
3. Ajanta Pharma Limited1.32%
4. Aurobindo Pharma Limited1.28%
5. Glenmark Pharmaceuticals Limited1.26%
6. Neuland Laboratories Limited1.25%
7. Torrent Pharmaceuticals Limited1.23%
8. IPCA Laboratories Limited1.15%
9. Biocon Limited1.11%

1. Bajaj Finance Limited2.49%
2. Shriram Finance Limited1.72%
3. Cholamandalam Investment and Finance Company Ltd1.36%
4. Poonawalla Fincorp Limited1.28%
5. L&T Finance Limited1.25%
6. IIFL Finance Limited1.03%

1. Bajaj Auto Limited1.90%
2. Hero MotoCorp Limited1.48%
3. TVS Motor Company Limited1.33%

1. Apollo Hospitals Enterprise Limited1.42%
2. Dr. Lal Path Labs Limited1.10%
3. Krishna Institute Of Medical Sciences Limited1.04%
4. Aster DM Quality Care Limited1.00%

1. ESDS Software Solution Ltd.1.72%
2. Tech Mahindra Limited1.49%
3. Infosys Limited1.08%

1. Pidilite Industries Limited1.27%
2. Gujarat Fluorochemicals Limited1.10%
3. Aarti Industries Limited1.00%

1. Eternal Limited1.41%
2. FSN E-Commerce Ventures Limited1.11%

1. Reliance Industries Limited2.08%

1. State Bank of India1.90%

1. Titan Company Limited1.89%

1. Hindalco Industries Limited1.34%
2. National Aluminium Company Limited0.51%

1. Grasim Industries Limited1.55%

1. Turtlemint Fintech Solutions Limited1.48%

1. LG Electronics India�Ltd1.39%

1. Nestle India Limited1.37%

1. SBI Funds Management Limited1.32%

1. Oberoi Realty Limited1.31%

1. Navin Fluorine International Limited1.25%

1. Bharat Heavy Electricals Limited1.25%

1. Hindustan Copper Limited1.23%

1. Bharat Forge Limited1.22%

1. Solar Industries India Limited1.21%

1. Affle 3i Limited1.20%

1. Endurance Technologies Limited1.18%

1. Delhivery Limited1.16%

1. Marico Limited1.15%

1. Radico Khaitan Limited1.14%

1. Jubilant Ingrevia Limited1.12%

1. ABB India Limited1.09%

1. Elgi Equipments Limited1.08%

1. Redington Limited1.08%

1. Data Patterns (India) Limited1.07%

1. Finolex Cables Limited1.03%
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 ₹116 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 3.51. 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
Motilal Oswal Special Opportunities Fund Growth092 CR2.99
Sundaram Multi-Factor Fund Growth0870 CR2.92
ITI Business Cycle Fund Growth0116 CR3.51
UTI Gold Exchange Traded Fund Growth04,513 CR0.59
Nippon India Taiwan Equity Fund Growth31,128 CR2.4
Fund Name1Y3Y
This FundMotilal Oswal Special Opportunities Fund Growth19.13910
This FundSundaram Multi-Factor Fund Growth-8.50380
This FundITI Business Cycle Fund Growth00
This FundUTI Gold Exchange Traded Fund Growth25.5918151.4874
This FundNippon India Taiwan Equity Fund Growth118.5978315.3149

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 3.51. 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 : -1.60%
  • 6 Months : 6.61%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of ITI Business Cycle Fund Growth are updated daily based on NAV of ₹ 10.337 as on Oct 01,2026. 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 ₹116 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.
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