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Return (%)
Scheme Name Category Launch Date AUM (Crore) Expense Ratio (%) YTD 1 Mon 3 Mon 6 Mon 1 Yr 3 Yrs 5 Yrs 10 Yrs Since Launch Action
ITI Banking and Financial Services Fund -Regular Plan - Growth Option Equity: Sectoral-Banking and Financial Services 07-12-2021 355.82 2.34 -0.3 0.57 2.05 7.76 22.72 15.82 - - 12.19
ITI Focused Fund - Regular Plan - Growth Equity: Focused 19-06-2023 573.08 2.33 -2.4 -1.1 -0.93 1.6 14.05 - - - 18.4
ITI Mid Cap Fund - Regular Plan - Growth Option Equity: Mid Cap 05-03-2021 1,329 2.03 -3.05 -2.2 -0.87 2.8 11.29 24.76 - - 16.92
ITI Flexi Cap Fund- Regular Plan- Growth Equity: Flexi Cap 17-02-2023 1,299.35 2.02 -3.5 -2.64 -2.87 -0.54 10.3 - - - 21.36
ITI Value Fund - Regular Plan - Growth Option Equity: Value 14-06-2021 353.72 2.37 -2.93 -1.82 -1.1 1.75 9.8 18.73 - - 11.9
ITI Multi Cap Fund - Regular Plan - Growth Option Equity: Multi Cap 15-05-2019 1,348.96 1.99 -4.02 -3.02 -2.96 -1.64 7.56 19.65 14.43 - 13.31
ITI Arbitrage Fund - Regular Plan - Growth Option Hybrid: Arbitrage 05-09-2019 50.93 0.93 0.62 0.73 1.62 3.02 6.54 6.81 5.09 - 4.7
ITI Banking & PSU Debt Fund - Regular Plan - Growth Option Debt: Banking and PSU 05-10-2020 37.28 0.7 0.12 0.16 0.71 1.99 6.31 6.78 5.84 - 5.66
ITI Liquid Fund - Regular Plan - Growth Option Debt: Liquid 24-04-2019 64.19 0.25 0.42 0.42 1.37 2.78 6.21 6.61 5.54 - 5.15
ITI Ultra Short Duration Fund - Regular Plan - Growth Option Debt: Ultra Short Duration 01-05-2021 142.79 0.92 0.28 0.33 1.15 2.49 5.97 6.29 - - 5.23
ITI Large Cap Fund - Regular Plan - Growth Option Equity: Large Cap 24-12-2020 528.41 2.35 -3.92 -3.1 -3.98 -0.85 5.85 13.71 11.63 - 11.43
ITI Overnight Fund - Regular Plan - Growth Option Debt: Overnight 25-10-2019 35.83 0.18 0.42 0.42 1.25 2.56 5.39 6.05 5.18 - 4.83
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option Equity: ELSS 18-10-2019 439.54 2.32 -6.2 -5.31 -8.85 -4.86 5.25 18.44 14.38 - 14.15
ITI Balanced Advantage Fund - Regular Plan - Growth Option Hybrid: Dynamic Asset Allocation 31-12-2019 396.81 2.37 -3.05 -2.65 -2.87 -0.56 4.93 10.75 9.63 - 6.13
ITI Small Cap Fund - Regular Plan - Growth Option Equity: Small Cap 01-02-2020 2,793.05 1.89 -4.48 -3.33 -8.04 -7.1 4.56 24.74 18.36 - 18.0
ITI Dynamic Bond Fund - Regular Plan - Growth Option Debt: Dynamic Bond 14-07-2021 114.8 1.2 0.21 0.14 0.61 0.18 3.19 5.95 - - 5.25
ITI LARGE & MIDCAP FUND - REGULAR PLAN - GROWTH Equity: Large and Mid Cap 11-09-2024 823.88 2.17 -5.44 -4.41 -8.39 -5.41 2.35 - - - -7.12
ITI Bharat Consumption Fund - Regular Plan Plan - Growth Equity: Thematic-Consumption 28-02-2025 367.19 2.38 -6.33 -5.53 -7.82 -3.71 - - - - 9.0
Diviniti Equity Long Short Fund - Regular Plan Growth Option SIF - Equity Long Short 17-11-2025 0 2.41 -1.35 -1.1 - - - - - - -1.22
ITI Pharma and Healthcare Fund - Regular Plan - Growth Option Equity: Sectoral-Pharma and Healthcare 08-11-2021 223.8 2.35 -6.47 -5.63 -10.56 -13.17 -7.25 16.49 - - 9.49

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