ITI Mutual Fund

ITI Bharat Consumption Fund Direct Plan Growth

₹ 10.29

NAV (Apr 09)

2.921%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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ITI Bharat Consumption Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

52,721

Wealth Gained

7,85,333

Total Corpus Created (₹)

With CAGR of 2.921 % in 5 years

Historical NAV

₹ 10.2921

NAV (Apr 9)

Fund Returns

Last 1Y
-
Last 3Y
-
Last 5Y
-
Last 10Y
-
Since Inception
2.9%
6 Month CAGR
-

Scheme Information

Investment Objective

The scheme seeks to generate long-term capital appreciation by investing primarily in Equity and Equity related securities of companies engaged in consumption and consumption related activities or allied sectors.

Expense Ratio
-
Launched <1Y
2025-02-28
AUM in Crores
160.5
ISIN
INF00XX01DG1
Lock-in (days)
No Lock-in
Benchmark
NIFTY India Consumption Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
-
Beta
-
Sharpe Ratio
-
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Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
ITI Bharat Consumption Fund Direct (G)70%NaN NaNNaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

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Comparison with Equity Funds

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About the AMC

ITI Mutual Fund

ITI Mutual Fund was established in India in 2018. It is a part of Sudhir Valia backed Investment Trust of India (ITI) group. They offer high quality investment solutions to its investors.amc-img
Fund NameScripbox Opinion
Till Date CAGR

17.4%

16.6%

21.6%

21%

16.1%

14.6%

7.3%

6.3%

6.1%

4.9%

ITI Bharat Consumption Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

52,721

Wealth Gained

7,85,333

Total Corpus Created (₹)

With CAGR of 2.921 % in 5 years

Frequently Asked Questions

What is the current AUM of ITI Bharat Consumption Fund Direct Growth?

What is the latest NAV of ITI Bharat Consumption Fund Direct Growth?

What is the Riskometer rating for ITI Bharat Consumption Fund Direct Plan Growth?

Which are the top sector holdings in ITI Bharat Consumption Fund Direct Plan?

Which are the top stock holdings in ITI Bharat Consumption Fund Direct Plan?

What is the asset allocation of ITI Bharat Consumption Fund Direct Plan Growth?

What has been the performance of ITI Bharat Consumption Fund Direct Growth returns?

Does ITI Bharat Consumption Fund Direct Growth have a lock-in period?

Can I invest in both SIP and lump sum options in ITI Bharat Consumption Fund Direct Plan Growth?

How to invest in ITI Bharat Consumption Fund Direct Growth?

How can I redeem my investment in ITI Bharat Consumption Fund Direct Plan?

ITI Bharat Consumption Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

52,721

Wealth Gained

7,85,333

Total Corpus Created (₹)

With CAGR of 2.921 % in 5 years