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ITI Business Cycle Fund- Regular Plan- Growth
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 71/100 · Good
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)15.01%
- Expense ratio (20%)1.01%
- AUM (15%)₹16,123 Cr
Not investment advice — an analytical read of public fund data. Methodology →
ITI Mutual Fund · Equity · Thematic
₹25.87
AUM: ₹16,122 Cr
NAV updated 19 days ago
Plan
Regular
Option
Growth
Risk
Very High
Expense Ratio
1.01%
Exit Load
Exit load of 1% if redeemed within 1 month
Fund Manager
Manish Banthia
Inception
Jan 2021
Benchmark
NIFTY 500 Total Return Index
Sharpe Ratio
1.13
Std Dev (1Y)
11.31%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.4%
3m
+3.03%
6m
-0.73%
1y
-0.61%
3y
+15.01%
5y
+15.97%
10y
—
since inception
+8.9%
TopFund's Take on ITI Business Cycle Fund- Regular Plan- Growth
ITI Business Cycle Fund- Regular Plan- Growth holds up reasonably well within the Thematic category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 71/100.
Cost: At 1.01%, the expense ratio is roughly in line with the Thematic category average of 0.99% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.13 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 11.31% is on the lower side for a Thematic fund, suggesting a comparatively smoother ride.
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.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about ITI Business Cycle Fund- Regular Plan- Growth
The current NAV (Net Asset Value) of ITI Business Cycle Fund- Regular Plan- Growth is ₹25.87. NAV is updated every business day after market close by AMFI.
1Y: -0.61% · 3Y CAGR: 15.01% · 5Y CAGR: 15.97%
The expense ratio of ITI Business Cycle Fund- Regular Plan- Growth is 1.01% per annum. This is the annual fee charged by the fund to manage your investment.
ITI Business Cycle Fund- Regular Plan- Growth is managed by Manish Banthia at ITI Mutual Fund.
ITI Business Cycle Fund- Regular Plan- Growth is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
ITI Business Cycle Fund- Regular Plan- Growth is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in ITI Business Cycle Fund- Regular Plan- Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of ITI Business Cycle Fund- Regular Plan- Growth is ₹16,123 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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