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ITI Mutual Fund · Equity: Thematic-Business-Cycle
ITI BusIness Cycle Fund- Regular Plan- Growth
to generate long-term capital appreciation by investing predominantly in equity and equity related securities through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. However, there can be no assurance that the investment objective of the scheme would be achieved
EquityBenchmark · Nifty 500 TRITER · 2.38%Inception · 13-02-2026
NAV
₹10.42
+0.18% · as of 15-07-2026
Since inception
4.37%
CAGR
Benchmark (inception)
12.16%
CAGR
Fund size
₹114 Cr
AUM
Expense ratio
2.38%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +4.37% CAGR vs benchmark +12.16%.
Portfolio
Where the money is invested
Top holdings
Net Receivables / (Payables)4.17%
HDFC BANK LIMITED EQ NEW FV RE. 1/-3.79%
ICICI BANK LIMITED EQ NEW FV RS. 2/-3.46%
RELIANCE INDUSTRIES LIMITED EQ2.93%
STATE BANK OF INDIA EQ NEW RE. 1/-2.86%
NTPC LIMITED EQ1.82%
TATA STEEL LIMITED EQ NEW FV RE.1/-1.72%
TITAN COMPANY LIMITED EQ NEW Re.1/-1.63%
BSE LIMITED EQ NEW FV RS. 2/-1.59%
ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED EQ NEW RS. 2/-1.56%
Sector allocation
Financial Services21.10%
Healthcare14.94%
Capital Goods12.93%
Metals & Mining10.56%
Oil, Gas & Consumable Fuels7.07%
Fast Moving Consumer Goods5.79%
Power5.41%
Chemicals4.29%
Services3.57%
Automobile and Auto Components2.25%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 4.4% p.a.₹10,000
10 years
Projected value
₹15,07,055
Invested: ₹12,00,000
Gained: ₹3,07,055
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Nilay Dalal and Mr. Alok Ranjan
Manager since fund inception data not available
ISIN & identifiers
AMFI code
154159
ISIN (Growth)
INF00XX01DJ5
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Business-Cycle funds
Invesco India BusIness Cycle Fund Gr
₹14.22
1Y
+13.6%
3Y
+0.0%
5Y
+0.0%
Kotak BusIness Cycle Fund Reg Gr
₹17.22
1Y
+5.7%
3Y
+15.7%
5Y
+0.0%
MahIndra Manulife BusIness Cycle Fund Reg Gr
₹15.71
1Y
+5.4%
3Y
+0.0%
5Y
+0.0%
Union BusIness Cycle Reg Gr
₹11.72
1Y
+4.9%
3Y
+0.0%
5Y
+0.0%
Quant BusIness Cycle Fund Gr Reg Plan
₹16.71
1Y
+2.5%
3Y
+16.2%
5Y
+0.0%
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