ITI Bharat Consumption Fund Direct growth

Equity • Consumption • Direct growth

Insufficient Funds

Insufficient fund history to generate its report card

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₹1,000 invested for 5 years

Fund Info

Equity

Consumption

Direct growth

Launched On
27 Feb 2025
0.6 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹11.77
-0.7313% (0.00)
AUM
₹266 Cr
Expense ratio
0.5%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 3M

0.5%

If units sold after 3M

0%

Distribution

Market capital

What's in this fund?

Sectors
Holdings
Consumer Cyclical

Consumer Cyclical

34.77%
Consumer Defensive

Consumer Defensive

28.95%
Healthcare

Healthcare

7.54%
Communication Services

Communication Services

7.12%
Industrials

Industrials

6.85%

Fund House

ITI

ITI

Inc: 24 Apr 2019 • Total AUM: ₹10,502 Cr • Rank #33
ITI Mutual Fund, started in 2008, has The Investment Trust of India as its sponsor. The fund house is headed by Hitesh Thakkar as the CEO. As of 31 March 2024, it has an AUM of ₹7,132 Cr. It functions under the holding company Fortune Credit Capital Limited.

Fund Managers

Dhimant Shah

Experience: 3.12 yrs • Total AUM: 47,258 Cr

Rohan Korde

Experience: 4.26 yrs • Total AUM: 58,404 Cr

Rajesh Bhatia

Experience: 2.01 yrs • Total AUM: 1,595 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.