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  • ITI Large Cap Fund (Growth)
ITI Mutual Fund

ITI Large Cap Fund (Growth)

EquityLarge Cap

13.0011

NAV (Oct 13)

30%
Till Date CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in large cap.

Click here to see our recommendations.

Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Track Record

1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

Relative Size

202 Cr. Small within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Consistently poor. The historical performance of the fund has been consistently poor

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  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
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    No Lock-in
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    Grow Wealth , Retirement , Kid's Education

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Historical NAV

13.0011

NAV (Oct 13)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
30%
6 Month CAGR
23.3%
info-icon-blue

Scheme Information

Investment Objective

The investment objective of the Scheme is to seek to generate long term capital appreciation by predominantly investing in equity and equity related securities of large cap stocks. However,there can be no assurance that the investment objective of the scheme would be achieved

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.47
Launched (1y ago)
Dec 24, 2020
AUM in Crores
201.044
ISIN
INF00XX01770
Lock-in
No Lock-in
Benchmark
IISL Nifty 100 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

George Joseph

Fund Manager

user-avatar

Pradeep Gokhale

Fund Manager

user-avatar

Rohan Korde

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

ITI Asset Management Limited

ITI Asset Management Limited manages assets worth 2,124 crores and was set up on 10 January 2008. It's current offering of mutual fund schemes includes 11 equity,21 debt and 6 hybrid funds.

amc-img

  • tel-amc-about
    022-66214998
  • mail-amc-about
    mfassist@itiorg.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    %

    30%

    %

    3.7%

    %

    2.4%

    %

    2.9%

    %

    3.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

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    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    04

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    About ITI Large Cap Fund (G)

    About ITI Large Cap Fund (G)

    ITI Large Cap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 30% over a period of 0 years. . The fund is managed by ITI Asset Management Limited. The fund managers are George Joseph, Pradeep Gokhale, Rohan Korde

    ITI Large Cap Fund (G) Investment Objective

    The investment objective of the Scheme is to seek to generate long term capital appreciation by predominantly investing in equity and equity related securities of large cap stocks. However,there can be no assurance that the investment objective of the scheme would be achieved . However, there is no assurance that the objective of the scheme will be realized.

    ITI Large Cap Fund (G) NAV,AUM,Risk

    The ITI Large Cap Fund (G) fund was launched on Dec 24, 2020. The NAV (Net Asset Value) of this Large Cap Equity fund as of 2021-10-13 is ₹13.00. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹201.044. The category risk of the ITI Large Cap Fund (G) fund is Very High Risk. The fund charges 2.47 % as expense ratio.

    ITI Large Cap Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 95% in this asset class. The top three holdings of the fund are , reliance industries ltd , hdfc bank ltd , itc ltd , state bank of india , icici bank ltd , treps 01-oct-2021 , larsen & toubro ltd , lupin ltd , housing development finance corp ltd , indian oil corp ltd , infosys ltd , kotak mahindra bank ltd , tata consultancy services ltd , coal india ltd , grasim industries ltd , sun pharmaceuticals industries ltd , bharti airtel ltd , hcl technologies ltd , eicher motors ltd , bosch ltd , maruti suzuki india ltd , hindustan unilever ltd , godrej consumer products ltd , axis bank ltd , ntpc ltd , hdfc life insurance company limited , petronet lng ltd , sbi life insurance company limited , gail (india) ltd , net receivables / (payables)

    ITI Large Cap Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    ITI Large Cap Fund (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 100 TR INR

    ITI Large Cap Fund (G) Review

    ITI Large Cap Fund (G) has a score of 3 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, ITI Large Cap Fund (G) has a score of 2 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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