ITI Focused Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
ITI Focused Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹607 Cr
N/A
2.59
If redeemed/Switched out on or before 3 Months from the date of allotment; Exit Load is 0.50%.Exit Load after completion of 3 months - Nil.
NIfty 500 Total Return
ITI Focused Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -7.11 | -1.52 | 2.31 |
| 6M | -5.31 | 0.75 | 15.57 |
| 1Y | -3.64 | 2.68 | 28.06 |
| 3Y | 12.38 | 12.75 | 69.26 |
Portfolio Analysis
- Equity: 93.05%
- Debt: 6.95%
- Others
About Fund ITI Focused Fund Growth
ITI Focused Fund Growth managed by ITI Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹607 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.59. Under the expert guidance of Dhimant Shah ,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
Dhimant Shah
Mr. Dhimant is a Commerce Graduate and holds a CA Degree. He has over 16 years of experience in stock markets. Previously, he has also worked with Reliance Asset Management Co. Pvt. Ltd (PMS), ASK Raymond James (PMS) as a Portfolio Manage, IL&FS Asset Management Co. Pvt. Ltd as Senior Research Analyst and HSBC Asset Management Co. Pvt. Ltd. as a Fund Manager.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| L&T Focused Equity Fund Growth | 2 | 946 CR | 2.32 |
| Motilal Oswal Focused Fund Growth | 1 | 1,845 CR | 2.72 |
| ITI Focused Fund Growth | 0 | 607 CR | 2.59 |
| Sundaram Select Focus - Institutional Plan Growth | 0 | 1,353 CR | 2.18 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundL&T Focused Equity Fund Growth | -1.5686 | 39.5622 |
| This FundMotilal Oswal Focused Fund Growth | 16.7469 | 40.0766 |
| This FundITI Focused Fund Growth | -3.6443 | 41.9131 |
| This FundSundaram Select Focus - Institutional Plan Growth | 28.0537 | 63.0778 |
ITI Focused Fund Growth FAQs
- 1 Month : -7.11%
- 6 Months : -5.31%
- 1 Year : -3.64%
- 3 Years : 12.38%
