ITI Conservative Hybrid Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.45 | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of ITI Conservative Hybrid Fund - Regular Plan - Growth is ₹11.10.
It is better to invest in a fund with a longer track record as ITI Conservative Hybrid Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark , as the Funds portfolio is similar to its benchmark.
ITI Conservative Hybrid Fund - Regular Plan - Growth fund’s expense ratio is 1.59%
The process for redemption is
The AUM of ITI Conservative Hybrid Fund - Regular Plan - Growth is currently ₹15 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and Infosys and account for 6% of its portfolio. Top 5 and 10 stocks of fund account for 8% and 12% of fund’s portfolio respectively.
Top three sectors of ITI Conservative Hybrid Fund - Regular Plan - Growth fund are Miscellaneous, Others and BFSI accounting for 84% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Conservative Hybrid Fund 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 Conservative Hybrid Fund - Regular Plan - Growth Fund is Hybrid - Conservative Hybrid Fund.
Vikrant Mehta and Alok Ranjan manage the ITI Conservative Hybrid Fund - Regular Plan - Growth Fund.
ITI Conservative Hybrid Fund - Regular Plan - Growth current PE ratio is 30.73 and PB ratio is 6.09
The asset allocation of ITI Conservative Hybrid Fund - Regular Plan - Growth is Stocks : 23.35%, Debt : 76.65% and Gold : 0.51%
The minimum SIP amount for ITI Conservative Hybrid Fund - Regular Plan - Growth is N/A and minimum lumpsum is ₹5000.00
The exit load for ITI Conservative Hybrid Fund - Regular Plan - Growth is Nil