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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 Banking and Financial Services Fund -Regular Plan - Growth Option Equity: Sectoral-Banking and Financial Services 07-12-2021 34.79 2.34 1.11 0.93 7.72 7.56 22.04 14.87 - - 12.77
ITI Focused Fund - Regular Plan - Growth Equity: Focused 19-06-2023 56.71 2.29 1.31 2.92 4.58 3.9 10.22 - - - 20.65
ITI Banking & PSU Debt Fund - Regular Plan - Growth Option Debt: Banking and PSU 05-10-2020 3.72 0.7 0.01 - 0.84 2.04 6.69 6.86 5.65 - 5.71
ITI Arbitrage Fund - Regular Plan - Growth Option Hybrid: Arbitrage 05-09-2019 5.04 0.93 0.07 0.59 1.56 2.8 6.4 6.7 5.0 - 4.66
ITI Liquid Fund - Regular Plan - Growth Option Debt: Liquid 24-04-2019 5.84 0.25 0.1 0.47 1.4 2.87 6.33 6.63 5.52 - 5.15
ITI Ultra Short Duration Fund - Regular Plan - Growth Option Debt: Ultra Short Duration 01-05-2021 16.65 0.92 0.06 0.4 1.24 2.56 6.14 6.33 - - 5.26
ITI Mid Cap Fund - Regular Plan - Growth Option Equity: Mid Cap 05-03-2021 130.9 2.05 1.14 3.28 5.8 5.41 6.03 25.01 - - 18.18
ITI Overnight Fund - Regular Plan - Growth Option Debt: Overnight 25-10-2019 4.47 0.18 0.1 0.42 1.27 2.57 5.47 6.07 5.15 - 4.83
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option Equity: ELSS 18-10-2019 44.08 2.28 0.99 1.7 1.5 0.36 5.46 20.42 15.25 - 15.67
ITI Balanced Advantage Fund - Regular Plan - Growth Option Hybrid: Dynamic Asset Allocation 31-12-2019 39.97 2.37 0.29 0.37 2.35 2.1 5.18 11.85 10.13 - 6.79
ITI Large Cap Fund - Regular Plan - Growth Option Equity: Large Cap 24-12-2020 53.72 2.34 0.66 1.11 3.59 1.28 4.86 14.5 12.21 - 12.61
ITI Value Fund - Regular Plan - Growth Option Equity: Value 14-06-2021 34.94 2.37 0.71 2.7 5.61 4.0 3.95 19.02 - - 12.98
ITI Dynamic Bond Fund - Regular Plan - Growth Option Debt: Dynamic Bond 14-07-2021 11.58 1.2 0.05 -0.02 0.41 -0.22 3.75 6.02 - - 5.29
ITI Flexi Cap Fund- Regular Plan- Growth Equity: Flexi Cap 17-02-2023 129.68 2.04 0.17 1.07 2.86 2.17 3.68 - - - 23.46
ITI Multi Cap Fund - Regular Plan - Growth Option Equity: Multi Cap 15-05-2019 134.88 2.02 0.64 1.56 3.32 1.72 3.37 20.23 15.19 - 14.25
ITI LARGE & MIDCAP FUND - REGULAR PLAN - GROWTH Equity: Large and Mid Cap 11-09-2024 86.16 2.17 0.8 0.83 0.48 -2.22 0.69 - - - -2.85
ITI Bharat Consumption Fund - Regular Plan Plan - Growth Equity: Thematic-Consumption 28-02-2025 36.06 2.34 0.09 0.32 0.05 2.53 - - - - 16.47
Diviniti Equity Long Short Fund - Regular Plan Growth Option SIF - Equity Long Short 17-11-2025 0 0.0 0.36 0.23 - - - - - - 0.49
ITI Small Cap Fund - Regular Plan - Growth Option Equity: Small Cap 01-02-2020 281.85 1.86 0.53 0.7 -0.62 -2.28 -3.45 25.47 19.05 - 19.24
ITI Pharma and Healthcare Fund - Regular Plan - Growth Option Equity: Sectoral-Pharma and Healthcare 08-11-2021 23.09 2.35 2.15 - -0.66 -3.66 -8.37 19.61 - - 11.99

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