With an AUM of Rs 3,941 crores, ITI Mutual Fund offers 19 schemes across different categories including 10 equity, 6 debt, and 2 hybrid mutual funds. Know the ITI MF scheme details, historical returns, compare and invest in Best ITI Mutual Funds. Invest in mutual fund schemes that suit your investment objectives, risk level, and fund options.
ITI Asset Management Limited
₹ 3,941 Crores
14 May 2018
10 January 2008
The Investment Trust of India Limited and Fortune Credit Capital Limited
Mr. George Heber Joseph
MD & CEO
Mr. George Heber Joseph
Naman Midtown, "A" Wing, 21st Floor, Senapati Bapat Marg, Elphinstone Road, Mumbai- 400013
|Fund name||AUM||NAV||3Y Returns|
|ITI Arbitrage Fund (G)||₹6.14 Cr||₹11.23||2.9%|
|ITI Banking & PSU Debt Fund (G)||₹36.95 Cr||₹11.25||-|
|ITI Long Term Equity Fund (G)||₹170.33 Cr||₹15.14||19.5%|
|ITI Large Cap Fund (G)||₹205.89 Cr||₹12.68||-|
|ITI Pharma and Healthcare Fund (G)||₹138.39 Cr||₹9.83||-|
|ITI Value Fund (G)||₹130.20 Cr||₹11.10||-|
|ITI Ultra Short Duration Fund (G)||₹124.33 Cr||₹1084.47||-|
|ITI Dynamic Bond Fund (G)||₹58.31 Cr||₹10.85||-|
|ITI Mid Cap Fund (G)||₹437.87 Cr||₹12.31||-|
|ITI Multi Cap Fund (G)||₹541.34 Cr||₹15.12||17.4%|
|ITI Overnight Fund (G)||₹37.65 Cr||₹1151.15||3.9%|
|ITI Small Cap Fund (G)||₹1133.77 Cr||₹16.05||26.9%|
|ITI Balanced Advantage Fund (G)||₹426.93 Cr||₹11.00||7.7%|
|ITI Liquid Fund (G)||₹47.76 Cr||₹1185.72||4%|
|ITI Conservative Hybrid Fund (G)||₹19.79 Cr||₹10.60||-|
|ITI Banking and Financial Services Fund (G)||₹237.96 Cr||₹11.26||-|
Know the latest NAV, Asset Under Management, and 3-year Return of Best ITI Mutual Funds. Invest in Scripbox Recommended High Return Mutual Funds Best Suited According To Your Investment Objectives.
Investing in ITI Mutual Fund Schemes online via Scripbox is an easy and convenient process. All you need to do is follow the few simple steps mentioned below.
KYC stands for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfil the KYC procedure before investing in a SEBI registered mutual fund. A KYC form will include details of identity, address, financial status, occupation, and demographic information.
You can get your KYC done with Scripbox. The following KYC documents required by Resident Indians and PIO residing in India:
You can upload clear colour scanned copies of your KYC documents during the registration itself. Or,
If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to email@example.com.
The following steps will guide you to download your ITI mutual fund investment statement using the Scripbox App:
The following details are included in the statement:
|Fund Manager||Type Of Fund||Number of Schemes|
|George Heber Joseph||Debt and Equity||11|
Explore: Top Fund Managers
Mr Joseph is the Chief Executive Officer and Chief Investor Officer at ITI Asset Management Ltd. His association with the Company started in November 2018. He has an overall 20 years of experience in Equity Research. He is responsible for the entire business of the Company.
Prior to joining ITI AMC, he has held many positions in Equity Research, Fund Management, Treasury Management and Management Consulting.
Earlier he worked with companies both in India and abroad like –
Mr Joseph holds a dual Bachelor degree in English Language and Literature and Commerce. He is also a qualified Chartered Accountant from CAI, New Delhi. In addition, he is also a Cost and Management Accountant from Institute of Cost Accountants of India, Kolkata.
Mr Gokhale is the Senior Fund Manager and Head of Research at ITI asset management Ltd since November 2018. He possesses an overall 23 years of experience in Fund Management, Equity Research, Credit Evaluation and Ratings. Also, he was associated with Tata Asset Management Ltd. for 15 years. His last role was in the capacity of Senior Fund Manager – Equities.
During his stint, he managed a large spectrum of schemes. Prior to joining Tata Asset Management Ltd. he also worked with –
Mr Gokhale is a qualified Chartered Accountant from the Institute of Chartered Accountants India. In addition, he is a Chartered Financial Analyst from CFA Institute- USA.
Mr Mehta has been a fund manager at ITI AMC since January 2021. Prior to joining ITI, he was with Indiabulls AMC, Kotak Mahindra Mutual Fund, AIG India Liaison Office, NVS Brokerage Pvt Ltd, JM Morgan Stanley Fixed Income Securities Pvt Ltd and Mata Securities India Pvt Ltd. He is a CFA and also did M.S.
Mr Korde has been a fund manager at ITI AMC since May 2021. Prior to joining ITI Mutual Fund, he was with BOB Capital Markets, Prabhudas Lilladher, and Anand Rathi Share & Stock Brokers. Mr Korde is a Masters in Management Studies (Finance), and also did Bachelors of Commerce.
ITI Mutual Fund was established in India in 2018. They offer high-quality investment solutions to investors. They offer various schemes across equity, debt and hybrid categories. With the finest minds in investment management, they follow a unique investment philosophy. ITI aspires to make a better financial status for its investors. It offers thoughtful and investor centric investment solutions. They have a strong management team and a highly experienced research analyst.
ITI offers 10+ mutual funds in debt and equity categories. Therefore, investors need to pick the best fund that suits them. They can do so by aligning their goals and requirements with ITI mutual fund objectives.
One can invest in ITI Mutual Fund online directly through Scripbox. Alternatively, they can invest in ITI Mutual Fund through the fund houses’ website. Moreover, they can also invest in ITI Mutual Fund through any other online platform or mobile application.
One can stop their SIP in ITI Mutual Fund online by directly visiting the ITI Mutual Fund website, logging in with the folio number, and stopping the SIP. Alternatively, they can also log in to the platform where they started the ITI Mutual Fund investment and stop the SIP.
To withdraw money from ITI Mutual Fund, one can visit the nearest ITI Mutual Fund office and submit a form. Alternatively, they can visit the ITI Mutual Fund website and redeem the investment by logging in with the folio number. They can also withdraw their ITI Mutual Fund investments from any online portal where they first invested.