ITI Mutual Fund


ITI Mutual Fund, which began on May 14, 2018, has emerged as a noteworthy entrant in India's mutual fund sector. Backed by The Investment Trust of India Ltd. and ITI Credit Limited, the fund house has built a comprehensive portfolio. It has 17 different schemes spanning equity, debt, and hybrid funds.

The fund has demonstrated impressive growth in its assets under management. This growth reflects its investor-focused approach and performance track record. With an experienced management team at the helm, ITI Mutual Fund has established itself as an innovative player in the competitive mutual fund landscape. The company has set an ambitious target of expanding its AUM, highlighting its growth aspirations.
Scheme Name
Min. Invest AUM (In Cr)
ITI Pharma and Healthcare Fund - Dir (G)
ITI Pharma and Healthcare Fund - Dir (G)

Sectoral / Thematic | Equity

31.61% ₹5,000 ₹230.79 Invest
ITI Small Cap Fund - Direct (G)
ITI Small Cap Fund - Direct (G)

Small Cap Fund | Equity

25.07% ₹5,000 ₹2,474.15 Invest
ITI Mid Cap Fund - Direct (G)
ITI Mid Cap Fund - Direct (G)

Mid Cap Fund | Equity

21.98% ₹5,000 ₹1,155.07 Invest
ITI Focused Equity Fund - Direct (G)
ITI Focused Equity Fund - Direct (G)

Focused Fund | Equity

19.90% ₹5,000 ₹510.44 Invest
ITI Flexi Cap Fund - Direct (G)
ITI Flexi Cap Fund - Direct (G)

Flexi Cap Fund | Equity

19.43% ₹5,000 ₹1,293.49 Invest
14.27% ₹500 ₹396.89 Invest
ITI Multi Cap Fund - Direct (G)
ITI Multi Cap Fund - Direct (G)

Multi Cap Fund | Equity

13.91% ₹1,000 ₹1,391.80 Invest
ITI Value Fund - Direct (G)
ITI Value Fund - Direct (G)

Value Fund | Equity

12.89% ₹5,000 ₹314.20 Invest
ITI Large Cap Fund - Direct (G)
ITI Large Cap Fund - Direct (G)

Large Cap Fund | Equity

12.35% ₹5,000 ₹374.01 Invest
ITI Balanced Advantage Fund - Direct (G)
ITI Balanced Advantage Fund - Direct (G)

Dynamic Asset Allocation or Balanced Advantage | Hybrid

10.46% ₹5,000 ₹388.33 Invest
9.76% ₹5,000 ₹52.41 Invest
ITI Banking and PSU Debt Fund - Direct (G)
ITI Banking and PSU Debt Fund - Direct (G)

Banking and PSU Fund | Debt

8.21% ₹5,000 ₹30.53 Invest
ITI Arbitrage Fund - Direct (G)
ITI Arbitrage Fund - Direct (G)

Arbitrage Fund | Hybrid

8.04% ₹5,000 ₹38.87 Invest
7.98% ₹5,000 ₹268.29 Invest
ITI Ultra Short Duration Fund - Dir (G)
ITI Ultra Short Duration Fund - Dir (G)

Ultra Short Duration Fund | Debt

7.47% ₹5,000 ₹251.70 Invest
ITI Liquid Fund - Direct (G)
ITI Liquid Fund - Direct (G)

Liquid Fund | Debt

7.10% ₹5,000 ₹79.12 Invest
ITI Overnight Fund - Direct (G)
ITI Overnight Fund - Direct (G)

Overnight Fund | Debt

6.47% ₹5,000 ₹14.90 Invest
ITI Large & Mid Cap Fund - Direct (G)
ITI Large & Mid Cap Fund - Direct (G)

Large & Mid Cap Fund | Equity

-6.68% ₹5,000 ₹829.83 Invest
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1Y returns

31.61%

Min. Invest

₹5,000

AUM

₹230.79 Cr

1Y returns

25.07%

Min. Invest

₹5,000

AUM

₹2,474.15 Cr

1Y returns

21.98%

Min. Invest

₹5,000

AUM

₹1,155.07 Cr

1Y returns

19.90%

Min. Invest

₹5,000

AUM

₹510.44 Cr

1Y returns

19.43%

Min. Invest

₹5,000

AUM

₹1,293.49 Cr

1Y returns

14.27%

Min. Invest

₹500

AUM

₹396.89 Cr

1Y returns

13.91%

Min. Invest

₹1,000

AUM

₹1,391.80 Cr

1Y returns

12.89%

Min. Invest

₹5,000

AUM

₹314.20 Cr

1Y returns

12.35%

Min. Invest

₹5,000

AUM

₹374.01 Cr

ITI Balanced Advantage Fund - Direct (G)

ITI Balanced Advantage Fund - Direct (G)

Equity | Dynamic Asset Allocation or Balanced Advantage

1Y returns

10.46%

Min. Invest

₹5,000

AUM

₹388.33 Cr

1Y returns

9.76%

Min. Invest

₹5,000

AUM

₹52.41 Cr

1Y returns

8.21%

Min. Invest

₹5,000

AUM

₹30.53 Cr

1Y returns

8.04%

Min. Invest

₹5,000

AUM

₹38.87 Cr

1Y returns

7.98%

Min. Invest

₹5,000

AUM

₹268.29 Cr

ITI Ultra Short Duration Fund - Dir (G)

ITI Ultra Short Duration Fund - Dir (G)

Equity | Ultra Short Duration Fund

1Y returns

7.47%

Min. Invest

₹5,000

AUM

₹251.70 Cr

1Y returns

7.10%

Min. Invest

₹5,000

AUM

₹79.12 Cr

1Y returns

6.47%

Min. Invest

₹5,000

AUM

₹14.90 Cr

ITI Large & Mid Cap Fund - Direct (G)

ITI Large & Mid Cap Fund - Direct (G)

Equity | Large & Mid Cap Fund

1Y returns

%

Min. Invest

₹5,000

AUM

₹829.83 Cr

View More

About ITI Mutual Fund

ITI Mutual Fund has emerged as a significant player in the Indian financial services landscape, contributing meaningfully to the investment ecosystem. Established with a vision to provide comprehensive investment solutions, the fund has consistently focused on delivering value to investors through strategic asset management and innovative financial products.

The fund's impact can be primarily observed in its approach to diversified investment strategies. By offering a wide range of mutual fund schemes across equity, debt, and hybrid categories, ITI Mutual Fund has enabled investors from various financial backgrounds to participate in structured investment opportunities. Their carefully curated portfolios have helped retail and institutional investors navigate complex market dynamics and achieve potentially better returns compared to traditional savings instruments.

In terms of financial inclusion, ITI Mutual Fund has played a crucial role in democratizing investment access. Through systematic investment plans (SIPs) and low-entry barrier schemes, they have made mutual fund investments more accessible to middle-class investors. This approach has not only helped individuals grow their wealth but also contributed to broader financial literacy and investment awareness in the Indian market.

Technologically, the fund has been progressive in adopting digital platforms and tools that enhance investor experience. Their online portals and mobile applications have simplified investment processes, enabling real-time tracking, seamless transactions, and comprehensive portfolio management. This digital transformation has attracted younger investors and made mutual fund investments more transparent and user-friendly.

Moreover, ITI Mutual Fund has demonstrated a commitment to responsible investing by incorporating environmental, social, and governance (ESG) considerations into their investment strategies. By supporting companies with sustainable practices, they have contributed to promoting corporate responsibility while potentially generating long-term value for investors.

The fund's consistent performance and strategic approach have positioned it as a credible and reliable investment partner in the competitive mutual fund industry, helping individual and institutional investors achieve their financial goals through well-researched and professionally managed investment solutions.

How to Invest in ITI Mutual Fund?

ITI Mutual Fund offers compelling reasons for investment consideration, particularly due to its strong track record of performance despite being relatively new in the industry. The fund house has demonstrated consistent returns across its diverse portfolio of schemes, especially in its small-cap and mid-cap offerings.

The fund's robust research-driven approach and experienced management team provide a solid foundation for investment decisions. Their commitment to transparency and regular investor communication builds trust and enables informed decision-making.

Additionally, ITI Mutual Fund's wide range of investment options across equity, debt, and hybrid funds allows investors to create well-diversified portfolios suited to their risk appetite and financial goals.

Now, these are the steps you can take to invest in these funds.

Step 1: Login/Register
Create your account on ITI Mutual Fund's platform using your email and phone number, or log in if already registered.

Step 2: Validate Identity Proof
Complete KYC verification seamlessly through Digilocker integration, eliminating the need for physical document submission or in-person verification.

Step 3: Risk Assessment
Choose your risk tolerance level - low, medium, or high - which helps determine suitable investment options for your profile.

Step 4: Fund Selection
Browse and select from ITI's diverse mutual fund schemes across equity, debt, and hybrid categories based on your goals.

Step 5: Investment Mode
Decide between a one-time lump sum investment or systematic investment plan (SIP) according to your financial planning preferences.

Step 6: SIP Scheduling
In the case of ITI, it allows same-day SIP initiation or lets you select a preferred date for monthly investments as per convenience.

Your Torus account will reflect the ITI Mutual Fund in India you have invested in within 3 to 4 working days.

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