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ITI Conservative Hybrid Fund Direct dividend reinvestment
Hybrid • Conservative • Direct dividend reinvestment
Insufficient fund history to generate its report card
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Conservative
Direct dividend reinvestment
Launched On
11 Mar 2022
3.8 years ago
Lock-in Period
No lock-in
NAV
as of 29 Dec 2023
₹11.35
+0.0203% (0.10)
AUM
₹15 Cr
Expense ratio
0.24%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units sold anytime
As per tax slab
Exit Load
If units sold anytime
0%
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Technology
Basic Materials
Energy
Consumer Defensive
Fund House
ITI
Inc: 24 Apr 2019 • Total AUM: ₹11,294 Cr • Rank #34ITI 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
Vikrant Mehta
Experience: 6.39 yrs • Total AUM: 10,855 Cr
Rohan Korde
Experience: 4.49 yrs • Total AUM: 62,790 Cr
Alok Ranjan
Experience: 4.29 yrs • Total AUM: 21,513 Cr
Risk
Category risk
Moderate
As provided by the fund house document, this risk is specific to this fund category (Hybrid). 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.