ITI Bharat Consumption Fund Regular Growth
3Y Annualised
N/A
-0.51% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.68%
-0.51% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
NA
4 years 7 months
9 years 7 months
Fund info
Fund size
₹230.18 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹5000
Exit load
0%
0.50% if redeemed or switched out on or before completion of 3 months from the date of allotment of units Nil, if redeemed or switched out after completion of 3 months from the date of allotment of units
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Sundaram Consumption Fund Institutional Reinvestment of Income Distr cum Capital Wtdrwl
2nd
Sundaram Consumption Fund Institutional Payout of Income Distribution cum Capital Wtdrwl
3rd
HDFC Non-Cyclical Consumer Fund Direct Reinvestment Inc Dist cum Cap Wdrl
4th
HDFC Non-Cyclical Consumer Fund Direct Payout Inc Dist cum Cap Wdrl
5th
HDFC Non-Cyclical Consumer Fund Direct Growth
23rd
ITI Bharat Consumption Fund Regular Growth
Fund Managers
About ITI Bharat Consumption Fund Regular Growth
ITI Bharat Consumption Fund Regular Growth is a Equity mutual fund scheme from ITI Asset Management Limited. This fund has been in existence for 0 years, having been launched on 2025-02-27. ITI Bharat Consumption Fund Regular Growth has ₹230.18 Cr worth of assets under management (AUM) as of Sun Jul 20 2025. The latest Net Asset Value (NAV) of ITI Bharat Consumption Fund Regular Growth as of Fri Jul 18 2025 is ₹11.3263. The fund has an expense ratio of 2.34%, which is medium comparable to most other Equity funds.
ITI Bharat Consumption Fund Regular Growth returns for the last 1 year are NA%. Since launch, it has delivered 13.26% average annual returns.
The ITI Bharat Consumption Fund Regular Growth has the majority of its money invested in Consumer Defensive, Communication Services, Consumer Cyclical, Industrials, Healthcare sectors.
Top 5 Holdings of ITI Bharat Consumption Fund Regular Growth.
- ITC Ltd: 7.56%
- Bharti Airtel Ltd: 5.35%
- Mahindra & Mahindra Ltd: 4.46%
- Hindustan Unilever Ltd: 3.56%
- InterGlobe Aviation Ltd: 2.81%
AMC Information
| Name | ITI Asset Management Limited |
|---|---|
| Founding Date | 2025-02-27 |
| mfassist@itiorg.com | |
| Phone | 022-66214999 |
| Website | www.itimf.com |
| Address | Naman Midtown “A” Wing, 21st Floor, Senapati Bapat Marg, Elphinstone Road |
Tax Implications of ITI Bharat Consumption Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from ITI Asset Management Limited
AlternativeArbitrage Fund
3Y CAGR
6.29%
expense ratio
0.93%
fund size
₹46.27 Cr
AlternativeArbitrage Fund
3Y CAGR
7.08%
expense ratio
0.21%
fund size
₹46.27 Cr
Money MarketLiquid
3Y CAGR
6.63%
expense ratio
0.25%
fund size
₹62.25 Cr
Money MarketLiquid
3Y CAGR
6.80%
expense ratio
0.09%
fund size
₹62.25 Cr
EquityMulti-Cap
3Y CAGR
25.70%
expense ratio
0.60%
fund size
₹1305.18 Cr
FAQs
What is the current NAV of ITI Bharat Consumption Fund Regular Growth?
What are the average returns of ITI Bharat Consumption Fund Regular Growth?
How do I invest in ITI Bharat Consumption Fund Regular Growth?
What is the expense ratio of ITI Bharat Consumption Fund Regular Growth?
What are net assets under management (AUM) of ITI Bharat Consumption Fund Regular Growth?
What is the PE and PB ratio of ITI Bharat Consumption Fund Regular Growth?
What are the top 5 holdings of ITI Bharat Consumption Fund Regular Growth?
What are the top 3 sectors that ITI Bharat Consumption Fund Regular Growth has invested in?
Who is the manager of ITI Bharat Consumption Fund Regular Growth?
What is the exit load of ITI Bharat Consumption Fund Regular Growth?
How to Redeem ITI Bharat Consumption Fund Regular Growth?
Can I invest in SIP and a Lump Sum of ITI Bharat Consumption Fund Regular Growth?
