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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 -0.67 0.09 2.23 5.41 24.23 14.11 - - 12.16
ITI Focused Fund - Regular Plan - Growth Equity: Focused 19-06-2023 573.08 2.33 -3.14 -3.01 -1.24 0.91 12.08 - - - 18.22
ITI Mid Cap Fund - Regular Plan - Growth Option Equity: Mid Cap 05-03-2021 1,329 2.03 -3.98 -3.47 -1.41 0.3 8.69 23.16 - - 16.77
ITI Flexi Cap Fund- Regular Plan- Growth Equity: Flexi Cap 17-02-2023 1,299.35 2.02 -4.16 -3.78 -3.28 -2.09 7.59 - - - 21.26
ITI Value Fund - Regular Plan - Growth Option Equity: Value 14-06-2021 353.72 2.37 -3.67 -2.61 -1.29 -0.47 7.11 17.16 - - 11.77
ITI Arbitrage Fund - Regular Plan - Growth Option Hybrid: Arbitrage 05-09-2019 50.93 0.93 0.32 0.55 1.54 2.91 6.46 6.71 5.02 - 4.67
ITI Banking & PSU Debt Fund - Regular Plan - Growth Option Debt: Banking and PSU 05-10-2020 37.28 0.7 0.04 0.26 0.68 1.88 6.43 6.79 5.83 - 5.67
ITI Liquid Fund - Regular Plan - Growth Option Debt: Liquid 24-04-2019 64.19 0.25 0.28 0.44 1.36 2.83 6.24 6.62 5.53 - 5.14
ITI Ultra Short Duration Fund - Regular Plan - Growth Option Debt: Ultra Short Duration 01-05-2021 142.79 0.92 0.18 0.36 1.18 2.47 6.01 6.29 - - 5.23
ITI Large Cap Fund - Regular Plan - Growth Option Equity: Large Cap 24-12-2020 528.41 2.35 -3.68 -3.39 -3.27 -1.99 5.58 12.66 10.85 - 11.53
ITI Overnight Fund - Regular Plan - Growth Option Debt: Overnight 25-10-2019 35.83 0.18 0.3 0.42 1.26 2.57 5.42 6.06 5.17 - 4.83
ITI Multi Cap Fund - Regular Plan - Growth Option Equity: Multi Cap 15-05-2019 1,348.96 1.99 -5.01 -5.16 -3.82 -3.7 5.29 18.03 13.59 - 13.18
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option Equity: ELSS 18-10-2019 439.54 2.32 -6.09 -5.73 -7.14 -7.39 5.25 17.41 13.67 - 14.23
ITI Balanced Advantage Fund - Regular Plan - Growth Option Hybrid: Dynamic Asset Allocation 31-12-2019 396.81 2.37 -2.76 -3.06 -2.42 -1.16 5.22 10.41 9.5 - 6.2
ITI Dynamic Bond Fund - Regular Plan - Growth Option Debt: Dynamic Bond 14-07-2021 114.8 1.2 0.17 0.44 0.34 -0.16 3.46 5.97 - - 5.27
ITI LARGE & MIDCAP FUND - REGULAR PLAN - GROWTH Equity: Large and Mid Cap 11-09-2024 823.88 2.17 -4.86 -4.85 -6.72 -7.19 2.23 - - - -6.82
ITI Bharat Consumption Fund - Regular Plan Plan - Growth Equity: Thematic-Consumption 28-02-2025 367.19 2.38 -5.44 -5.04 -7.64 -3.57 - - - - 10.04
Diviniti Equity Long Short Fund - Regular Plan Growth Option SIF - Equity Long Short 17-11-2025 0 0.0 -0.99 -1.11 - - - - - - -0.86
ITI Small Cap Fund - Regular Plan - Growth Option Equity: Small Cap 01-02-2020 2,793.05 1.89 -6.01 -6.07 -8.47 -9.84 -0.5 22.84 17.48 - 17.75
ITI Pharma and Healthcare Fund - Regular Plan - Growth Option Equity: Sectoral-Pharma and Healthcare 08-11-2021 223.8 2.35 -5.14 -6.28 -10.17 -10.07 -8.59 16.68 - - 9.91

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