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ITI Business Cycle Fund- Regular Plan- Growth

Category: Equity: Thematic-Business-Cycle
Launch Date: 13-02-2026
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.44% As on (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 92.61 Cr As on (31-03-2026)
Turn over: 6.98
NAV (₹): 10.3919 ₹ -0.11 ( -1.0922%)
as on 11-05-2026
CAGR Since Inception - 4.14%
NIFTY 500 TRI - 12.14%

Fund Managers

Mr. Nilay Dalal and Mr. Alok Ranjan


Investment Objective

to generate long-term capital appreciation by investing predominantly in equity and equity related securities through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. However, there can be no assurance that the investment objective of the scheme would be achieved

PERFORMANCE of ITI Business Cycle Fund- Regular Plan- Growth

Scheme Performance (%) Data as on - 11-05-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
ITI Business Cycle Fund- Regular Plan- Growth - - - - 4.14
NIFTY 500 TRI 6.15 14.86 13.65 14.46 12.14
Equity: Thematic-Business-Cycle 7.57 15.91 17.37 13.86 9.06

RETURNS CALCULATOR for ITI Business Cycle Fund- Regular Plan- Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Period :
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End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of ITI Business Cycle Fund- Regular Plan- Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
ITI Business Cycle Fund- Regular Plan- Growth - - - - - -
Equity: Thematic-Business-Cycle - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
ITI Business Cycle Fund Reg Plan Gr 13-02-2026 0.0 0.0 0.0 0.0 0.0
Invesco India Business Cycle Fund Gr 27-02-2025 22.63 0.0 0.0 0.0 0.0
Mahindra Manulife Business Cycle Fund Reg Gr 11-09-2023 12.56 8.56 0.0 0.0 0.0
Kotak Business Cycle Fund Reg Gr 05-09-2022 10.1 10.59 16.82 0.0 0.0
Union Business Cycle Reg Gr 05-03-2024 9.95 5.83 0.0 0.0 0.0
DSP Business Cycle Fund Reg Gr 17-12-2024 8.58 0.0 0.0 0.0 0.0
Bank of India Business Cycle Fund Reg Gr 05-08-2024 8.41 0.0 0.0 0.0 0.0
ICICI Pru Business Cycle Fund Gr 05-01-2021 7.67 7.77 19.51 17.15 0.0
Axis Business Cycles Fund Reg Gr 05-02-2023 7.54 6.7 15.13 0.0 0.0
Quant Business Cycle Fund Reg Gr 30-05-2023 6.77 1.76 0.0 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of ITI Business Cycle Fund- Regular Plan- Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)