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ITI Mutual Fund

ITI Mutual Fund was established in 2018 to offer the best investment solutions to investors for wealth generation over the long-term. It boasts of thoughtful and investor-centric investment solutions backed by a highly experienced team of researchers and investment managers. With a team of one of the best equity and credit researchers, as well as investment managers, ITI AMC runs a unique investment philosophy and strategies that are well-positioned to generate returns in the long-run. Being the latest entrant allows the AMC to offer products that can help investors benefit from our evolving economy. The promoter of the AMC is the Investment Trust of India Ltd. The Mutual Fund has around 29 branches in India with more than 196 employees.

The AMC is a part of the ITI Group of Companies which is an emerging conglomerate offering various financial services like equity research (retail and institutional), equity broking (retail and institutional), investment banking, asset-based lending, alternative investment funds, etc. Currently, the AMC handles Rs. 6396.15 crores worth of assets.

List of ITI Mutual Fund in India

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
ITI Banking and PSU Fund
DebtModerate7.7%5₹30
ITI Banking & PSU Debt Fund
DebtModerate6.9%5₹30
ITI ELSS Tax Saver Fund
EquityModerately High58.6%4₹363
ITI Dynamic Bond Fund
DebtModerate8.4%4₹54
ITI Mid Cap Fund
EquityVery High76.1%3₹985
ITI Value Fund
EquityVery High55.3%3₹262
ITI Large Cap Fund
EquityVery High41.6%3₹332
ITI Balanced Advantage Fund
HybridModerately High26.8%3₹369
ITI Small Cap Fund
EquityVery High70.0%2₹2,234
ITI Liquid Fund
DebtLow7.1%2₹63
ITI Ultra Short Duration Fund
DebtLow to Moderate7.4%1₹180
ITI Arbitrage Fund
HybridModerately Low8.3%1₹31
ITI Overnight Fund
DebtLow6.6%1₹101
ITI Multi Cap Fund
EquityModerately High56.2%--₹1,284
ITI Flexi Cap Fund
EquityVery High54.8%--₹1,116
View All

Key information about ITI Asset Management Limited

Mutual fund nameITI Mutual Fund
Asset management company nameITI Asset Management Limited
AMC Setup DateMay 14, 2018
AMC Incorporation DateJanuary 10, 2018
Sponsor nameThe Investment Trust of India Limited Fortune Credit Capital Limited
Trustee organisationITI Mutual Fund Trustee Pvt. Ltd
Name of trusteesMr. Sudhir Valia Mr. T.P. Ostwal Ms. Priti Savla Mr. Naushad Panjwani
MD and CEOMr. Hitesh Thakkar
Compliance OfficerMs. Nisha Sanjeev
Investor Service OfficerMs. Nimisha Keny
Total AUM (as of end of last quarter)Rs. 2690 Cr

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How can you invest in ITI Mutual Funds?

You can invest in ITI Mutual Fund online by following the steps below:

Follow these steps to avail the fund:

Step 1: Log in to your Groww account. If you do not have a Groww account, you can register for one.

Step 2: If you are someone who has never invested in mutual funds before, you will have to furnish a few details as part of the KYC process. This includes, sharing your PAN, Aadhaar details, bank account details to link your bank to your investments etc. Onboarding on Groww is completely paperless and with smart integrations like Digilocker and Aadhaar based esign, it wouldn’t take you more than 5 minutes to get started.

Step 3: Once the onboarding is complete, you can start investing! Under the ‘Explore’ section, go to mutual funds and search for your desired ITI Mutual Fund. All you have to do is start typing the name of the funds on the ‘search mutual funds and stocks’ bar.

Step 4: Once the name of your desired ITI Mutual Fund scheme comes up, tap on it. This will open the mutual fund’s page. Here you can see all the details of the mutual fund such as past returns generated by the scheme, fund strategy and objectives as well as details of the fund manager among other things.

Step 5: Once you have seen the details of the mutual fund, click on the 'Monthly SIP' option and enter the instalment amount and the SIP date. You can also click on ‘One-time’ payment as well.

Step 6:Then, click on ‘Invest Now’ to invest in the mutual fund after selecting the date of the monthly instalment.

Step 7: There are several methods through which you can make the payment for your SIP account. These methods include payment through UPI Apps, Net Banking, Bank transfer or by manually entering the UPI id.

Step 8: Then, tap on ‘Confirm & Pay’. Congratulations! You will get a message confirming your investment.

Top Fund Managers

1. Vikrant Mehta

Mr. Vikrant Mehta joined ITI Asset Management Ltd. in January 2021 and brings with him more than 25 years of extensive experience in Fixed Income Markets. His last assignment was at Indiabulls Asset Management Co. Limited where he was designated as the Head - Fixed Income and successfully managed various fixed income products. Prior to this role, he has spent more than a decade at PineBridge Investments where he was the Head of Fixed Income and subsequently was the Asia sovereign analyst for PineBridge. Apart from this, he has held executive positions in organisations like NVS Brokerage Private Ltd and JM Morgan Stanley Fixed Income Securities Pvt. Ltd. Vikrant holds a master’s degree in engineering from Kiev Polytechnical Institute, Ukraine and he is also a Chartered Financial Analyst (CFA) from ICFAI.

2. Mr Rohan Korde
He has done a Master's in Management Studies (Finance) and Bachelor of Commerce. Before getting associated with ITI Mutual Fund, he worked with BOB Capital Markets as a Vice President.

3. Mr Dhimant Shah
He carries a B.Com degree and holds an ACA. He has over 25+ years of experience in the stock market. Before joining ITI Mutual Fund, he worked with Reliance Capital Asset Management Ltd., UTI Asset Management Company Ltd, HSBC Asset Management (India) Private Ltd., ASK Raymond James Securities Pvt. Limited.

4. Mr Vishal Jajoo
He has an MBA (Investments), is a Chartered Accountant, and holds a PGDM (Finance). Before associating with ITI Mutual Fund, he was a part of Tata Investment Corporation Ltd.

Let's have a closer look

Now let us jump and check about these top 15 mutual fund schemes.

ITI Banking and PSU Fund Direct Growth

Fund Performance: The ITI Banking and PSU Fund comes under the Debt category of ITI Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for ITI Banking and PSU Fund is ₹5,000 and for SIP, it is ₹500.

Min Investment Amt₹5,000
AUM₹30Cr
1Y Returns7.7%

ITI Banking & PSU Debt Fund Direct Growth

Fund Performance: The ITI Banking & PSU Debt Fund comes under the Debt category of ITI Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for ITI Banking & PSU Debt Fund is ₹5,000 and for SIP, it is ₹500.

Min Investment Amt₹5,000
AUM₹30Cr
1Y Returns6.9%

ITI ELSS Tax Saver Fund Direct Growth

Fund Performance: The ITI ELSS Tax Saver Fund comes under the Equity category of ITI Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for ITI ELSS Tax Saver Fund is ₹500 and for SIP, it is ₹500.

Min Investment Amt₹500
AUM₹363Cr
1Y Returns58.6%

ITI Dynamic Bond Fund Direct Growth

Fund Performance: The ITI Dynamic Bond Fund comes under the Debt category of ITI Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for ITI Dynamic Bond Fund is ₹5,000 and for SIP, it is ₹500.

Min Investment Amt₹5,000
AUM₹54Cr
1Y Returns8.4%

ITI Mid Cap Fund Direct Growth

Fund Performance: The ITI Mid Cap Fund comes under the Equity category of ITI Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for ITI Mid Cap Fund is ₹5,000 and for SIP, it is ₹500.

Min Investment Amt₹5,000
AUM₹985Cr
1Y Returns76.1%

ITI Value Fund Direct Growth

Fund Performance: The ITI Value Fund comes under the Equity category of ITI Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for ITI Value Fund is ₹5,000 and for SIP, it is ₹500.

Min Investment Amt₹5,000
AUM₹262Cr
1Y Returns55.3%

ITI Large Cap Fund Direct Growth

Fund Performance: The ITI Large Cap Fund comes under the Equity category of ITI Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for ITI Large Cap Fund is ₹5,000 and for SIP, it is ₹500.

Min Investment Amt₹5,000
AUM₹332Cr
1Y Returns41.6%

ITI Balanced Advantage Fund Direct Growth

Fund Performance: The ITI Balanced Advantage Fund comes under the Hybrid category of ITI Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for ITI Balanced Advantage Fund is ₹5,000 and for SIP, it is ₹500.

Min Investment Amt₹5,000
AUM₹369Cr
1Y Returns26.8%

ITI Small Cap Fund Direct Growth

Fund Performance: The ITI Small Cap Fund comes under the Equity category of ITI Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for ITI Small Cap Fund is ₹5,000 and for SIP, it is ₹500.

Min Investment Amt₹5,000
AUM₹2,234Cr
1Y Returns70.0%

ITI Liquid Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 5.62% & 4.84%. The ITI Liquid Fund comes under the Debt category of ITI Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for ITI Liquid Fund is ₹5,000 and for SIP, it is ₹500.

Min Investment Amt₹5,000
AUM₹63Cr
1Y Returns7.1%

ITI Ultra Short Duration Fund Direct Growth

Fund Performance: The ITI Ultra Short Duration Fund comes under the Debt category of ITI Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for ITI Ultra Short Duration Fund is ₹5,000 and for SIP, it is ₹500.

Min Investment Amt₹5,000
AUM₹180Cr
1Y Returns7.4%

ITI Arbitrage Fund Direct Growth

Fund Performance: The ITI Arbitrage Fund comes under the Hybrid category of ITI Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for ITI Arbitrage Fund is ₹5,000 and for SIP, it is ₹500.

Min Investment Amt₹5,000
AUM₹31Cr
1Y Returns8.3%

ITI Overnight Fund Direct Growth

Fund Performance: The ITI Overnight Fund comes under the Debt category of ITI Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for ITI Overnight Fund is ₹5,000 and for SIP, it is ₹500.

Min Investment Amt₹5,000
AUM₹101Cr
1Y Returns6.6%

ITI Multi Cap Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 21.57% & 21.42%. The ITI Multi Cap Fund comes under the Equity category of ITI Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for ITI Multi Cap Fund is ₹1,000 and for SIP, it is ₹500.

Min Investment Amt₹1,000
AUM₹1,284Cr
1Y Returns56.2%

ITI Flexi Cap Fund Direct Growth

Fund Performance: The ITI Flexi Cap Fund comes under the Equity category of ITI Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for ITI Flexi Cap Fund is ₹5,000 and for SIP, it is ₹500.

Min Investment Amt₹5,000
AUM₹1,116Cr
1Y Returns54.8%

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