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ITI Business Cycle Fund- Direct Plan- Growth
monitor_heart Health Score: 27/100 · WeakITI Mutual Fund · Equity · Sectoral/ Thematic
₹10.27
AUM: ₹107 Cr
NAV updated 12 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
1.78%
Exit Load
Exit load of 0.50%, if redeemed within 3 months.
Fund Manager
Alok Ranjan
Inception
Mar 2026
Benchmark
NIFTY 500 Total Return Index
Sharpe Ratio
0.92
Std Dev (1Y)
12.36%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+3.58%
3m
+4.46%
6m
—
1y
—
3y
—
5y
—
10y
—
since inception
+5.37%
rate_review TopFund's Take on ITI Business Cycle Fund- Direct Plan- Growth
ITI Business Cycle Fund- Direct Plan- Growth lags behind most of its peers in the Sectoral/ Thematic category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 27/100.
Cost: At 1.78%, the expense ratio runs 66% above the Sectoral/ Thematic category average of 1.07%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.92 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 12.36% is fairly typical for actively managed equity funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about ITI Business Cycle Fund- Direct Plan- Growth
The current NAV (Net Asset Value) of ITI Business Cycle Fund- Direct Plan- Growth is ₹10.27. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio is 1.78% per annum — the annual fee deducted from your investment to cover fund management costs.
ITI Business Cycle Fund- Direct Plan- Growth is managed by Alok Ranjan at ITI Mutual Fund.
ITI Business Cycle Fund- Direct Plan- Growth is a Very High risk fund. Suitable for aggressive investors with a 5+ year horizon.
ITI Business Cycle Fund- Direct Plan- Growth is a Sectoral/ Thematic fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of ITI Business Cycle Fund- Direct Plan- Growth is ₹108 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.