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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
Benchmark · NIFTY 500 TRITER · 2.44%Inception · 13-02-2026
NAV
₹10.39
+1.15% · as of 14-05-2026
Since inception
4.10%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹1 Cr
AUM
Expense ratio
2.44%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +4.10% CAGR vs benchmark +12.11%.
Portfolio
Where the money is invested
Top holdings
Net Receivables / (Payables)37.38%
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.39%
RELIANCE INDUSTRIES LIMITED EQ4.14%
ICICI BANK LIMITED EQ NEW FV RS. 2/-3.86%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.86%
NTPC LIMITED EQ2.45%
OIL AND NATURAL GAS CORPORATION LIMITED EQ NEW F.V RS.5/-2.21%
COAL INDIA LTD EQ2.09%
LUPIN LIMITED EQ NEW F.V. RS.2/-1.79%
STATE BANK OF INDIA EQ NEW RE. 1/-1.73%
Sector allocation
Financial Services20.38%
Healthcare12.69%
Oil, Gas & Consumable Fuels9.42%
Metals & Mining5.35%
Automobile and Auto Components3.96%
Capital Goods2.92%
Power2.45%
Information Technology1.50%
Construction1.30%
Fast Moving Consumer Goods0.97%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 4.1% p.a.₹10,000
10 years
Projected value
₹14,85,346
Invested: ₹12,00,000
Gained: ₹2,85,346
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
₹12.86
1Y
+14.1%
3Y
+0.0%
5Y
+0.0%
Mahindra Manulife Business Cycle Fund Reg Gr
₹15.23
1Y
+6.7%
3Y
+0.0%
5Y
+0.0%
DSP Business Cycle Fund Reg Gr
₹10.09
1Y
+4.8%
3Y
+0.0%
5Y
+0.0%
Union Business Cycle Reg Gr
₹11.22
1Y
+4.8%
3Y
+0.0%
5Y
+0.0%
Kotak Business Cycle Fund Reg Gr
₹16.01
1Y
+4.2%
3Y
+16.2%
5Y
+0.0%
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