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FAQ : ITI Business Cycle Fund - Growth - Direct Plan

ITI Business Cycle Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A N/A N/A N/A
Average Rolling Returns(%) N/A N/A N/A N/A

The Current NAV of ITI Business Cycle Fund - Growth - Direct Plan is ₹10.25.

It is better to invest in a fund with a longer track record as ITI Business Cycle Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 500, as the Funds portfolio is similar to its benchmark.

ITI Business Cycle Fund - Growth - Direct Plan fund’s expense ratio is 0.46%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of ITI Business Cycle Fund - Growth - Direct Plan is currently ₹93 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 28% of fund’s portfolio respectively.

Top three sectors of ITI Business Cycle Fund - Growth - Direct Plan fund are Miscellaneous, BFSI and Healthcare accounting for 70% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of ITI Business Cycle Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.

Nilay Dalal and Alok Ranjan manage the ITI Business Cycle Fund - Growth - Direct Plan Fund.

ITI Business Cycle Fund - Growth - Direct Plan current PE ratio is 29.38 and PB ratio is 5.28

The asset allocation of ITI Business Cycle Fund - Growth - Direct Plan is Stocks : 62.62%, Debt : 37.37% and Gold : 0%

The minimum SIP amount for ITI Business Cycle Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00

The exit load for ITI Business Cycle Fund - Growth - Direct Plan is 0.50% or or before 3 months, Nil after 3 months

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