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ITI Mutual Fund · Equity: Thematic-Consumption
ITI Bharat Consumption Fund - Regular Plan Plan - Growth
To generate long-term capital appreciation by investing primarily in Equity and Equity related securities of companies engaged in consumption and consumption related activities or allied sectors. However, there can be no assurance that the investment objective of the scheme would be achieved.
EquityBenchmark · NIFTY India Consumption TRITER · 2.42%Inception · 28-02-2025
NAV
₹10.85
+1.06% · as of 14-05-2026
Since inception
7.73%
CAGR
Benchmark (inception)
13.99%
CAGR
Fund size
₹3 Cr
AUM
Expense ratio
2.42%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +7.73% CAGR vs benchmark +13.99%.
Portfolio
Where the money is invested
Top holdings
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-6.22%
ITC LIMITED EQ NEW FV RE.1/-4.78%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.54.63%
MARUTI SUZUKI INDIA LIMITED EQ4.43%
TITAN COMPANY LIMITED EQ NEW Re.1/-4.21%
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 13.22%
ZOMATO LIMITED EQ3.14%
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-2.83%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-2.81%
Nestle India Ltd2.76%
Sector allocation
Automobile and Auto Components26.03%
Fast Moving Consumer Goods22.96%
Consumer Durables11.36%
Consumer Services10.78%
Healthcare8.07%
Telecommunication7.42%
Power4.21%
Services2.03%
Capital Goods1.82%
Oil, Gas & Consumable Fuels1.35%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 7.7% p.a.₹10,000
10 years
Projected value
₹18,13,769
Invested: ₹12,00,000
Gained: ₹6,13,769
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. Rohan Korde and Mr. Dhimant Shah
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153263
ISIN (Growth)
INF00XX01DD8
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Consumption funds
Kotak Consumption Fund Reg Gr
₹13.34
1Y
+3.0%
3Y
+0.0%
5Y
+0.0%
Tata India Consumer Reg Gr
₹44.02
1Y
+2.5%
3Y
+16.1%
5Y
+15.3%
HSBC Consumption Fund Reg Gr
₹14.01
1Y
+1.6%
3Y
+0.0%
5Y
+0.0%
BOI Consumption Fund Reg Gr
₹10.42
1Y
+1.5%
3Y
+0.0%
5Y
+0.0%
WhiteOak Capital Consumption Opportunities Fund Reg Plan Gr
₹9.60
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
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