ITI Mutual Fund offers one of India's most trusted and diversified investment platforms, with 107 active schemes spanning Equity, Debt, Hybrid categories - making it a strong fit for retirement-focused investors at every stage of their journey. The I...
ITI Mutual Fund offers one of India's most trusted and diversified investment platforms, with 107 active schemes spanning Equity, Debt, Hybrid categories - making it a strong fit for retirement-focused investors at every stage of their journey. The ITI Small Cap Fund Direct-Growth leads the fund house with the highest AUM at ₹3,321.83 Cr, a testament to the scale of investor confidence it commands. With an average expense ratio of 1.24% across all schemes, ITI Mutual Fund balances cost efficiency with consistent performance - a key consideration for long-term retirement savers.
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The core objective of
ITI Mutual Fund
is to provide professionally managed investment avenues tailored to help investors achieve their financial goals.
By offering a comprehensive suite of
Equity, Debt, Hybrid
schemes, the fund house focuses on optimizing the risk-reward ratio to deliver consistent long-term capital appreciation and wealth creation.
ITI Mutual Fund
features a diverse lineup of
107
active schemes spanning equity, debt, hybrid, and index fund categories.
This broad selection allows investors to easily align their choices with their individual risk tolerances and financial timelines.
The flagship scheme commanding the largest market share for the fund house is
ITI Small Cap Fund Direct-Growth,
which leads with Assets Under Management (AUM) of
₹3,321.83 Cr.
This serves as a strong indicator of sustained investor trust and market participation.
For short-term financial horizons of up to a year, the top-performing schemes from
ITI Mutual Fund
based on historical returns include:
ITI Arbitrage Fund Direct-Growth
: Delivered
1.55%
returns over a 3-month period.
ITI Small Cap Fund Direct-Growth
: Achieved
8.24%
returns over a 6-month horizon.
ITI Small Cap Fund Direct-Growth
: Recorded
7.49%
returns over a 1-year timeline.
For investment horizons spanning 2 to 5 years, the highest-performing mid-term schemes within the
ITI Mutual Fund
portfolio are:
ITI Arbitrage Fund Direct-Growth
: Generated
6.91%
returns over a 2-year period.
ITI Small Cap Fund Direct-Growth
: Posted
20.56%
returns over a 3-year horizon.
ITI Small Cap Fund Direct-Growth
: Registered
15.90%
returns over a 5-year period.
For long-term wealth accumulation over a 7 to 20-year horizon, the top-performing funds from
ITI Mutual Fund
include:
ITI Multi Cap Fund Direct-Growth
: Delivered
14.33%
returns over 7 years.
Across the active lineup of
ITI Mutual Fund,
the cost structure varies significantly depending on the scheme category:
Highest Expense Ratio:
ITI Business Cycle Fund Regular-Growth
features an expense ratio of
3.51%.
Lowest Expense Ratio:
ITI Overnight Fund Direct-Growth
offers a lower expense ratio of
0.15%.
