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  • ITI Mutual Fund
  • ITI Conservative Hybrid Fund (Growth)
ITI Mutual Fund

ITI Conservative Hybrid Fund (Growth)

HybridConservative Hybrid

10.5713

NAV (Jun 02)

4.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Rolling Returns

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.5713

NAV (Jun 2)

Fund Returns

Last 1Y
6%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
4.6%
6 Month CAGR
1.9%

Scheme Information

Investment Objective

The Scheme seeks to generate regular income through investments in debt & money market instruments,along with capital appreciation through limited exposure to equity and equity related instruments. However,there can be no assurance that the investment objective of the scheme will be realized.

Expense Ratio
1.61
Launched (1y ago)
Mar 11, 2022
AUM in Crores
21.280
ISIN
INF00XX01BX0
Lock-in
No Lock-in
Benchmark
NIFTY 50 Hybrid Composite 15:85 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
7.13
Fund Managers

Rohan Korde

Fund Manager

Vikrant Mehta

Fund Manager

Dhimant Shah

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
ITI Conservative Hybrid Fund (Growth)70%NaN NaN%
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 and Holdings

Last updated on 2023-06-02

Top Stock Holdings

treps 16-may-2023

19.6%
19.6%

7.26% govt stock 2033

15.4%
15.4%

7.1% govt stock 2029

15.2%
15.2%

axis bank limited

9.6%
9.6%

bharat petroleum corporation ltd.

7.6%
7.6%
See all holdings

Allocation by Sector

financial services

7.4%
7.4%

energy

2.2%
2.2%

basic materials

1.5%
1.5%

consumer cyclical

1.5%
1.5%

consumer defensive

1.5%
1.5%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 8,756 cr

₹ 21,435 cr

₹ 1,150 cr

₹ 749 cr

₹ 2,760 cr

About the AMC

ITI Asset Management Limited

ITI Asset Management Limited manages assets worth 3,790 crores and was set up on 10 January 2008. It's current offering of mutual fund schemes includes 14 equity,24 debt and 10 hybrid funds.amc-img
022-66214998
mfassist@itiorg.com
Fund NameScripbox Opinion
Till Date CAGR

-

4.6%

2.8%

3.1%

20.1%

11.6%

-

9.7%

-

-2%

ITI Conservative Hybrid Fund (G) Review

ITI Conservative Hybrid Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 4.6% over a period of 1 years. The fund is managed by ITI Asset Management Limited. The fund managers are Dhimant Shah, Rohan Korde, Vikrant Mehta.

Nav of ITI Conservative Hybrid Fund (G) as of 6/2/2023 is ₹10.57 with the total AUM as of 6/3/2023 is ₹21.28. With Scripbox you can compare and check the latest nav for all mutual funds in India. ITI Conservative Hybrid Fund (G) was launched on Mar 11, 2022. The category risk of the fund is Moderate Risk.

The minimum SIP amount for ITI Conservative Hybrid Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is ITI Conservative Hybrid Fund (G)?

ITI Conservative Hybrid Fund (G) is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in ITI Conservative Hybrid Fund (G)?

You can invest in ITI Conservative Hybrid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of ITI Conservative Hybrid Fund (G)?

The minimum sip amount for ITI Conservative Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is ITI Conservative Hybrid Fund (G) good to invest in?

As per Scripbox experts, ITI Conservative Hybrid Fund (G) is a Not Reviewed Yet fund. You can investITI Conservative Hybrid Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the ITI Conservative Hybrid Fund (G)?

The expense ratio of the ITI Conservative Hybrid Fund (G) is 1.61% for regular plan.