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 190 branches in India with more than 3000 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.
Top Performing Iti Mutual Funds
| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| ITI Overnight Fund | Debt | Low | 3.1% | 2 | ₹16 | |
| ITI Liquid Fund | Debt | Low | 3.1% | 1 | ₹43 | |
| ITI Mid Cap Fund | Equity | Very High | N.A | ₹374 | ||
| ITI Small Cap Fund | Equity | Very High | 43.1% | ₹426 | ||
| ITI Pharma and Healthcare Fund | Equity | Very High | N.A | NA | ||
| ITI Ultra Short Duration Fund | Debt | Low to Moderate | N.A | ₹152 | ||
| ITI Dynamic Bond Fund | Debt | Moderate | N.A | ₹102 | ||
| ITI Value Fund | Equity | Very High | N.A | ₹147 | ||
| ITI Multi Cap Fund | Equity | Moderately High | 30.2% | ₹326 | ||
| ITI Arbitrage Fund | Hybrid | Moderately Low | 3.5% | ₹13 | ||
| ITI Balanced Advantage Fund | Hybrid | Moderately High | 26.3% | ₹305 | ||
| ITI Large Cap Fund | Equity | Very High | N.A | ₹207 | ||
| ITI Long Term Equity Fund | Equity | Moderately High | 29.0% | ₹109 | ||
| View All Top Performing Iti Mutual Funds |
Key information
| Mutual fund | ITI Mutual Fund | |
|---|---|---|
| Founded | 10th January, 2018 | |
| Incorporated | 14th May, 2018 | |
| Sponsors | The Investment Trust of India Limited | Fortune Credit Capital Limited |
| MD and CEO | Mr. George Heber Joseph | |
| CIO | Mr. George Heber Joseph | |
| Investor Service Officer | Ms. Pallavi Singh | |
| Compliance Officer | Mr. S. Grace Raxelin Rabi |
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How can you invest in Iti Mutual Funds?
You can invest in ITI Mutual Funds 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. George Heber Joseph
George Joseph has over 17 years of experience in fund management, capital markets, and equity research. In his previous roles, he has headed the Portfolio Management Services Division where he managed the fund managers, research analysis, and performance measurement. He joined ITI AMC in November 2018 and is the co-fund manager of around seven funds with the AMC.
2. Milan Mody
Milan Mody has more than 17 years of experience in fund management and dealing in the fixed-income market. In his previous roles, he has managed ULIPs and non-participating funds (traditional schemes). He has also worked with institutional investors and FPIs in the Wholesale Debt market. He joined ITI AMC in November 2017and is the co-fund manager of ITI Liquid Fund, ITI Overnight Fund, and ITI Arbitrage Fund.
3. Pradeep Gokhale
Pradeep Gokhale has more than 23 years of experience in fund management, equity research, and credit evaluation and ratings. In his previous roles, he has managed funds across the spectrum like large-cap funds, multi-cap funds, and the equity part of hybrid funds and offshore funds. He has also held senior positions in equity research and tracking sectors and stocks. He joined ITI AMC in November 2018 and is the co-fund manager of ITI Multi-Cap fund, ITI Long-Term Equity Fund, and ITI Small-Cap Fund.
Let's have a closer look
Now let us jump and check about these top 10 mutual fund schemes.
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 | ₹16Cr |
| 1Y Returns | 3.1% |
ITI Liquid Fund Direct Growth
Fund Performance: 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 | ₹43Cr |
| 1Y Returns | 3.1% |
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 | ₹374Cr |
| 1Y Returns | NA |
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 | ₹426Cr |
| 1Y Returns | 43.1% |
ITI Pharma and Healthcare Fund Direct Growth
Fund Performance: The ITI Pharma and Healthcare Fund comes under the Equity category of ITI Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for ITI Pharma and Healthcare Fund is ₹5,000 and for SIP, it is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | NACr |
| 1Y Returns | NA |
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 | ₹152Cr |
| 1Y Returns | NA |
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 | ₹102Cr |
| 1Y Returns | NA |
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 | ₹147Cr |
| 1Y Returns | NA |
ITI Multi Cap Fund Direct Growth
Fund Performance: 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 | ₹326Cr |
| 1Y Returns | 30.2% |
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 | ₹13Cr |
| 1Y Returns | 3.5% |
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 | ₹305Cr |
| 1Y Returns | 26.3% |
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 | ₹207Cr |
| 1Y Returns | NA |
ITI Long Term Equity Fund Direct Growth
Fund Performance: The ITI Long Term Equity Fund comes under the Equity category of ITI Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for ITI Long Term Equity Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹109Cr |
| 1Y Returns | 29.0% |
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