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ITI Business Cycle Fund Growth Return

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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)

₹103 Cr

Lock In Period

N/A

Expense Ratio

2.38

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

Summary

ITI Business Cycle Fund Growth NAV is ₹10.1159 as of 11 Jun, 2026. ITI Business Cycle Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in ITI Business Cycle Fund Growth is ₹500. The AUM of ITI Business Cycle Fund Growth is ₹103 Cr. The expense ratio of the fund is 2.38%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund 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 last 1M months, ITI Business Cycle Fund Growth has delivered -1.16% returns.

ITI Business Cycle Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.16-0.569.53
6M0.001.63111.00
1Y0.004.68213.27
3Y0.0012.69345.77

Portfolio Analysis

  • Equity: 95.99%
  • Debt: 4.01%
  • Others
As on: 2026-04-30
View allocation % by

1. Laurus Labs Limited1.45%
2. IPCA Laboratories Limited1.44%
3. Neuland Laboratories Limited1.44%
4. Ajanta Pharma Limited1.35%
5. Glenmark Pharmaceuticals Limited1.23%
6. Sai Life Sciences Limited1.18%
7. Aurobindo Pharma Limited1.17%
8. Alkem Laboratories Limited1.11%
9. JB Chemicals & Pharmaceuticals Limited1.10%
10. Granules India Limited1.03%
11. Natco Pharma Limited1.01%

1. HDFC Bank Limited5.11%
2. ICICI Bank Limited3.64%
3. RBL Bank Limited1.60%
4. City Union Bank Limited1.00%
5. DCB Bank Limited0.94%
6. The Jammu & Kashmir Bank Limited0.59%

1. NTPC Limited1.97%
2. Tata Power Company Limited1.39%
3. Adani Power Limited1.24%
4. NHPC Limited1.13%

1. Tata Steel Limited1.83%
2. JSW Steel Limited1.56%
3. Steel Authority of India Limited1.06%

1. State Bank of India1.69%
2. Union Bank of India1.28%
3. Bank of Maharashtra1.02%

1. Bharat Electronics Limited2.18%
2. Data Patterns (India) Limited1.52%

1. Power Grid Corporation of India Limited1.77%
2. Transformers And Rectifiers (India) Limited1.10%
3. GE Vernova T&D India Limited0.70%

1. Reliance Industries Limited3.32%

1. BSE Limited1.46%
2. Multi Commodity Exchange of India Limited1.41%

1. Coal India Limited1.71%
2. NMDC Limited1.00%

1. Hindalco Industries Limited1.42%
2. National Aluminium Company Limited0.60%

1. Schaeffler India Limited1.04%
2. Timken India Limited0.95%

1. Titan Company Limited1.84%

1. Oil & Natural Gas Corporation Limited1.68%

1. Nestle India Limited1.64%

1. Avenue Supermarts Limited1.36%

1. Bharat Heavy Electricals Limited1.35%

1. Cummins India Limited1.34%

1. Infosys Limited1.27%

1. Jindal Steel Limited1.24%

1. Bharat Forge Limited1.23%

1. Radico Khaitan Limited1.18%

1. The Great Eastern Shipping Company Limited1.16%

1. Solar Industries India Limited1.16%

1. Siemens Energy India Limited1.15%

1. Tube Investments of India Limited1.14%

1. Hindustan Copper Limited1.10%

1. Aster DM Healthcare Limited1.10%

1. Godfrey Phillips India Limited1.09%

1. Oberoi Realty Limited1.06%

1. Syrma SGS Technology Limited1.05%

1. CreditAccess Grameen Limited1.05%

1. Deepak Fertilizers and Petrochemicals Corporation Limited1.04%

1. Finolex Cables Limited1.04%

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 ₹103 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.38. 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
Samco Special Opportunities Fund Growth0126.17 CR2.59
Mirae Asset Infrastructure Fund Growth0398.4 CR2.47
ITI Business Cycle Fund Growth0103.16 CR2.38
HDFC Defence Fund Growth59123.61 CR1.75
Nippon India Taiwan Equity Fund Growth31138.67 CR2.15
Fund Name1Y3Y
This FundSamco Special Opportunities Fund Growth-0.58750
This FundMirae Asset Infrastructure Fund Growth00
This FundITI Business Cycle Fund Growth00
This FundHDFC Defence Fund Growth8.3978177.3172
This FundNippon India Taiwan Equity Fund Growth208.9947327.6489

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 2.38. 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 : -1.16%
  • 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 ₹ 10.1159 as on Jun 08,2026. 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 ₹103 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.