ITI Bharat Consumption Fund Regular Growth
3Y Annualised
N/A
0.78% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-1.02%
0.78% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
NA
5 years 3 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
HSBC Consumption Fund Direct Payout Inc Dist cum Cap Wdrl
4th
HSBC Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl
5th
HSBC Consumption Fund Direct Growth
64th
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 Thu Jul 31 2025. The latest Net Asset Value (NAV) of ITI Bharat Consumption Fund Regular Growth as of Tue Jul 29 2025 is ₹11.1855. 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 11.86% 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 |
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