ITI Large Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | 8.99 | 8.98 | N/A |
| Average Rolling Returns(%) | 11.34 | 13.79 | 9.55 | N/A |
The Current NAV of ITI Large Cap Fund - Growth - Direct Plan is ₹19.63.
You can consider SIP in ITI Large Cap Fund - Growth - Direct Plan as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. However, funds returns unlikely to be different than its benchmark NIFTY 50, as the Funds portfolio is similar to its benchmark.
ITI Large Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.59%
The process for redemption is
The AUM of ITI Large Cap Fund - Growth - Direct Plan is currently ₹367 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Bharti Airtel and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 28% and 47% of fund’s portfolio respectively.
Top three sectors of ITI Large Cap Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Auto accounting for 59% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Large Cap 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 Large Cap Fund - Growth - Direct Plan Fund is Equity - Large Cap Fund.
Alok Ranjan and Nilay Dalal manage the ITI Large Cap Fund - Growth - Direct Plan Fund.
ITI Large Cap Fund - Growth - Direct Plan current PE ratio is 30.29 and PB ratio is 5.57
The asset allocation of ITI Large Cap Fund - Growth - Direct Plan is Stocks : 97.42%, Debt : 2.60% and Gold : 0%
The minimum SIP amount for ITI Large Cap Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for ITI Large Cap Fund - Growth - Direct Plan is 0.50% on or before 3 months, NIL after 3 months
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To become India’s most trusted, research-powered fiduciary advisory platform—where every investor, regardless of experience, can make calm, confident, and well-reasoned investment decisions.
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MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
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