ITI Mutual Fund
AUM
₹ 10,448 cr.
AMC Age
7 Years
No. Of Schemes
21
ITI Mutual Fund is among India’s newer asset management companies, offering innovative investment solutions across equity, debt, and hybrid categories. With a focus on research-driven strategies, disciplined risk management, and transparency, ITI Mutual Fund aims to create sustainable wealth for investors.
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About ITI Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
ITI Mutual Fund is managed by ITI Asset Management Limited, incorporated on January 10, 2008, and set up on May 14, 2018. Sponsored by The Investment Trust of India Ltd. and ITI Credit Limited, the fund house operates from its headquarters in Mumbai. Although relatively young compared to peers, ITI Mutual Fund has steadily built a reputation for robust research capabilities, customer-centric services, and a wide range of products designed to suit diverse investor needs.
Key Features
- A diverse portfolio of 19 mutual fund schemes spanning equity, debt, and hybrid categories, catering to varied investor needs.
- Research-driven investment approach with a strong emphasis on disciplined risk management and long-term wealth creation.
- Commitment to transparency and investor trust through regular disclosures and robust compliance practices.
- Guided by experienced leadership and skilled fund managers, combining expertise with innovation to deliver consistent performance.
Documents Required
To invest in ITI Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact ITI Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
ITI Mutual Fund Managers
Mr. Dhimant Shah
Mr. Rohan Korde
Mr. Vikrant Mehta
Mr. Alok Ranjan
Mr. Laukik Bagwe
How To Invest In ITI Mutual Fund With Choice?
ITI Mutual Fund FAQs
The ideal ITI Mutual Fund depends on your individual financial goals and comfort with risk. Equity funds are best suited for long-term wealth accumulation, debt funds provide stable and lower-risk returns, and hybrid funds offer a balanced mix of growth and stability. Platforms like Choice FinX help you explore, compare, and select funds that align with your investment objectives.
ITI Mutual Funds are subject to taxation based on the type of investment and the holding period. Equity fund gains are taxed at 20% for short-term and 12.5% for long-term gains if gains exceed 1.25 lakh annually. Debt fund gains are taxed according to your income slab. ELSS funds offer tax benefits under Section 80C.
To invest through Choice, you need a PAN card, Aadhaar, proof of identity, proof of address, and a linked bank account. KYC compliance is mandatory. Non-individual investors may need to provide additional documents, which can be uploaded digitally via the Choice FinX platform.
For most ITI Mutual Fund schemes, the minimum investment starts at 5,000 for lump sum investments and 500 for Systematic Investment Plans (SIPs). These limits may vary depending on the specific scheme and plan type.
Returns are calculated based on the Net Asset Value (NAV) using the formula: Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100. For SIP investments, the XIRR (Extended Internal Rate of Return) method is used. Choice FinX provides real-time NAV tracking and return calculators to estimate potential earnings.
Yes, you can switch between ITI Mutual Funds through Choice FinX. The platform supports seamless switching, but you should consider exit loads and tax implications based on your investment duration.
Charges include the expense ratio for fund management, exit load for early withdrawals, and transaction fees for high-value investments. Direct plans available on Choice FinX typically have lower costs than regular plans.
No, a Demat account is not required to invest in ITI Mutual Funds through Choice FinX. You can invest directly via the platform, or opt for a Choice Demat account if you prefer holding mutual fund units in electronic form.
You can access your ITI Mutual Fund statement through the Portfolio section on Choice FinX. Statements are also available via the ITI Mutual Fund website, by email request, or through CAMS or KFintech portals.
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