Iti Mutual Funds
ITI Mutual Fund assists investors in building their wealth with efficient options. With trust and transparency in mind, ITI Mutual Fund provides an array of investment choices geared towards various financial objectives. Regardless of whether you are a first-time investor or a seasoned one, the mutual fund endeavours to ensure that investing is uncomplicated and accessible to all.
12 funds
ITI ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
23.52%
Expense ratio
0.31%
Returns vs category
Risk vs category
ITI Pharma and Healthcare Fund
Equity • Healthcare • Direct Growth3Y CAGR
23.40%
Expense ratio
0.47%
Returns vs category
N/A
Risk vs category
N/A
ITI Value Fund
Equity • Value • Direct Growth3Y CAGR
20.90%
Expense ratio
0.57%
Returns vs category
Risk vs category
ITI Banking and Financial Services Fund
Equity • Financial Services • Direct Growth3Y CAGR
15.08%
Expense ratio
0.4%
Returns vs category
Risk vs category
ITI Banking & PSU Fund
Fixed Income • Banking and PSU • Direct Growth3Y CAGR
7.67%
Expense ratio
0.15%
Returns vs category
Risk vs category
ITI Ultra Short Duration Fund
Fixed Income • Ultra Short Duration • Direct Growth3Y CAGR
7.24%
Expense ratio
0.13%
Returns vs category
Risk vs category
ITI Arbitrage Fund
Equity • Arbitrage • Direct Growth3Y CAGR
7.16%
Expense ratio
0.21%
Returns vs category
N/A
Risk vs category
N/A
ITI Overnight Fund
Fixed Income • Overnight • Direct Growth3Y CAGR
6.26%
Expense ratio
0.08%
Returns on Maturity
Credit Rating
N/A
ITI Bharat Consumption Fund
Equity • Consumption • Direct Growth3Y CAGR
0.00%
Expense ratio
0.5%
Returns vs category
N/A
Risk vs category
N/A
ITI Flexi Cap Fund
Equity • Flexi Cap • Direct Growth3Y CAGR
0.00%
Expense ratio
0.64%
Returns vs category
N/A
Risk vs category
N/A
About
AMC Summary
As of December 31, 2024, ITI Mutual Fund has assets under management of ₹9,858.89 crore. ITI Mutual Fund offers several investment opportunities fulfilling different needs. With the support of experienced professionals, the company aims to provide consistent and long-term growth opportunities and make investing accessible to all. Regardless of whether you need safe returns or higher growth possibilities, ITI Mutual Fund has alternatives for differing appetites for risk and different aims.
ITI Mutual Fund Key Information
Some of the key information about ITI Mutual Fund is:
- Mutual fund name: ITI Mutual Fund
- AMC set up date: 14 May 2018
- Headquarters in: Mumbai
- Trustee organisation: ITI Mutual Fund Trustee Private Limited
- MD and CEO: Hitesh Thakkar
- Chief Investment Officer: Rajesh Bhatia
How to invest in ITI Mutual Fund?
Here is a step-by-step guide to invest in ITI Mutual Fund:
Online Investment
For a paperless and convenient transaction, you can invest via the ITI Mutual Fund website or reliable apps such as Upstox. To start, sign up or log in on your selected app.
Second, select your investment horizon: short term, medium term or long term & select a fund according to your risk profile (low risk, medium risk or high risk).
Once you choose an appropriate mutual fund scheme, you can invest lump sum at once or in phases through SIP. Complete the transaction, and your investment will be visible in your portfolio within 3-4 working days.
Offline Investment
If you are comfortable with an in-person process, drop by an ITI Mutual Fund office or an authorised distributor. Complete an investment form and provide the KYC documents such as identity and address proof. Once you've chosen your preferred fund and SIP or lump sum investment option, pay through cheque, demand draft or bank transfer. Upon completion of the process, you will be provided with a confirmation receipt and folio number for future reference.
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Frequently Asked Questions
How do I receive the ITI Mutual Fund statement?
Download your ITI Mutual Fund statement from the official site and log in to your account. Or you may request it by email, SMS or from your investment portal. If needed, call customer care or visit a branch and get a hard copy.
How long does redemption for ITI Mutual Fund take?
Redemption time varies based on the type of fund. Equity funds take 2-3 business days and debt funds can be processed in 1-2 business days. Liquid funds are credited within 24 hours. The funds are credited directly to your registered bank account.
How to increase the SIP amount in the ITI Mutual Fund?
It is easy to increase your SIP amount. Login to your investment portal, choose your current SIP, and opt for the "Step-Up SIP" or "Modify SIP" option. You can either raise the amount at regular intervals or initiate a new SIP with a higher contribution.
How to redeem ITI Mutual Fund?
Go to the official ITI Mutual Fund website or your investment portal such as Upstox. Choose the fund you want to redeem, provide the units number or amount and confirm your request. The money will be transferred to your registered bank account within the normal redemption time.
How to start ITI Mutual Fund SIP online?
It is easy to start an SIP with ITI Mutual Fund. Go to their website or opt for a reliable investment platform. Choose the fund of your choice, set the mode to SIP, input the amount and frequency, do KYC if required and verify your payment information. Your SIP will begin according to the chosen date.
Should I invest in ITI Mutual Fund?
ITI Mutual Fund has various schemes based on objectives and risk categories. If you want to build long-term wealth or want stable returns, you can opt for their funds based on your objectives. Do a thorough research or take the help of an advisor before investing.
What are the redemption charges of ITI Mutual Fund?
Redemption charges depend on the scheme. Many funds have an exit load if redeemed before a specific period, like 1% for withdrawals within a year. Liquid and ultra-short-term funds may have lower or no charges. Always check the scheme details before redeeming.
What is the tax on ITI Mutual Fund returns?
Mutual fund taxes vary based on the type of fund and your holding period. Equity fund profits over ₹1.25 lakh from units sold after a year will be taxed at 12.5% without indexation. For mutual fund units sold within a year, the tax is 20%. The debt fund returns are taxed according to your income tax slab.
What is the best ITI Mutual Fund?
The ITI Mutual Fund is among the top performers with a 3-year CAGR of 25.32%. The best fund for you, however, will be dependent on goal, risk and time horizon. Always do your research or seek advice before making a decision.