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Return (%)
Scheme Name Category Launch Date AUM (Crore) Expense Ratio (%) YTD 1 Mon 3 Mon 6 Mon 1 Yr 3 Yrs 5 Yrs 10 Yrs Since Launch Action
ITI Small Cap Fund - Regular Plan - Growth Option Equity: Small Cap 01-02-2020 3,057.66 1.92 8.21 3.41 15.88 9.77 6.77 23.57 15.24 - 19.21
ITI Focused Fund - Regular Plan - Growth Equity: Focused 19-06-2023 578.81 2.38 0.24 2.19 6.84 2.61 6.14 - - - 17.02
ITI Liquid Fund - Regular Plan - Growth Option Debt: Liquid 24-04-2019 48.81 0.23 2.7 0.49 1.62 3.01 5.96 6.58 5.8 - 5.21
ITI Arbitrage Fund - Regular Plan - Growth Option Hybrid: Arbitrage 05-09-2019 88.23 0.95 2.43 0.27 1.15 2.91 5.68 6.73 5.25 - 4.72
ITI Multi Cap Fund - Regular Plan - Growth Option Equity: Multi Cap 15-05-2019 1,411.01 2.1 2.57 3.44 9.27 3.88 5.68 17.91 11.42 - 13.64
ITI Ultra Short Duration Fund - Regular Plan - Growth Option Debt: Ultra Short Duration 01-05-2021 147.63 0.9 2.42 0.45 1.49 2.72 5.41 6.22 5.33 - 5.28
ITI Overnight Fund - Regular Plan - Growth Option Debt: Overnight 25-10-2019 13.56 0.2 2.14 0.41 1.22 2.4 5.02 5.87 5.32 - 4.83
ITI Mid Cap Fund - Regular Plan - Growth Option Equity: Mid Cap 05-03-2021 1,395.29 2.09 -0.7 1.3 6.37 1.74 4.68 21.58 14.57 - 16.19
ITI Flexi Cap Fund- Regular Plan- Growth Equity: Flexi Cap 17-02-2023 1,313.5 2.1 0.86 4.47 8.39 2.18 4.61 18.04 - - 20.41
ITI Banking & PSU Debt Fund - Regular Plan - Growth Option Debt: Banking and PSU 05-10-2020 37.75 0.74 1.77 0.49 1.02 1.99 4.32 6.5 5.75 - 5.6
ITI Banking and Financial Services Fund -Regular Plan - Growth Option Equity: Sectoral-Banking and Financial Services 07-12-2021 359.61 2.38 -3.65 3.56 3.42 -3.35 3.95 11.63 - - 10.32
ITI Pharma and Healthcare Fund - Regular Plan - Growth Option Equity: Sectoral-Pharma and Healthcare 08-11-2021 237.94 2.38 6.32 1.37 8.44 5.02 2.38 19.69 - - 11.78
ITI Dynamic Bond Fund - Regular Plan - Growth Option Debt: Dynamic Bond 14-07-2021 29.55 1.15 1.09 0.41 0.17 1.34 1.01 5.48 - - 5.04
ITI Value Fund - Regular Plan - Growth Option Equity: Value 14-06-2021 350.92 2.4 -4.39 0.52 3.39 -2.41 0.9 14.4 - - 10.65
ITI Business Cycle Fund- Regular Plan- Growth Equity: Thematic-Business-Cycle 13-02-2026 107.76 2.38 - 0.51 2.68 - - - - - 2.68
ITI Bharat Consumption Fund - Regular Plan Plan - Growth Equity: Thematic-Consumption 28-02-2025 346.63 2.39 -5.81 1.78 5.49 -4.98 -0.66 - - - 7.48
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option Equity: ELSS 18-10-2019 427.12 2.4 -2.55 1.73 9.37 -1.1 -2.29 16.55 10.58 - 13.98
ITI Balanced Advantage Fund - Regular Plan - Growth Option Hybrid: Dynamic Asset Allocation 31-12-2019 351.5 2.4 -5.32 1.36 0.6 -5.04 -2.56 8.65 6.48 - 5.38
ITI LARGE & MIDCAP FUND - REGULAR PLAN - GROWTH Equity: Large and Mid Cap 11-09-2024 732.44 2.32 -2.26 1.77 7.74 -1.39 -3.92 - - - -3.87
ITI Large Cap Fund - Regular Plan - Growth Option Equity: Large Cap 24-12-2020 361.42 2.37 -7.48 2.12 2.43 -6.83 -5.3 9.88 7.94 - 9.86

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