ITI Large & Mid Cap Fund Direct growth

Equity • Large and Mid Cap • 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

Large and Mid Cap

Direct growth

Launched On
10 Sep 2024
1.6 years ago
Lock-in Period
No lock-in
NAV
as of 27 Mar 2026
₹8.64
-2.3583% (-0.20)
AUM
₹753 Cr
Expense ratio
0.44%
Benchmark
Nifty LargeMidcap 250
Fund Plan
Open demat account

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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

0.5%

Distribution

Market capital

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

35.09%
Industrials

Industrials

16.46%
Consumer Cyclical

Consumer Cyclical

10.96%
Technology

Technology

9.33%
Healthcare

Healthcare

9.13%

Fund House

ITI

ITI

Inc: 24 Apr 2019 • Total AUM: ₹11,241 Cr • Rank #35
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

Rohan Korde

Experience: 4.77 yrs • Total AUM: 60,693 Cr

Alok Ranjan

Experience: 4.57 yrs • Total AUM: 20,342 Cr

Vishal Jajoo

Experience: 2.89 yrs • Total AUM: 83,719 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.