- Mutual Funds
- ITI Mutual Fund
- ITI Large Cap Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.533
NAV (Dec 5)
Fund Returns
Last 1Y | 13.9% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 13.3% |
6 Month CAGR | 15.1% |
Scheme Information
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.
Expense Ratio | 2.34 |
Launched (3y ago) | Dec 24, 2020 |
AUM in Crores | 199.287 |
ISIN | INF00XX01770 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 100 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 | 0 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| ITI Large Cap Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
icici bank ltd
8.4%hdfc bank ltd
8.3%reliance industries ltd
7.1%itc ltd
4.9%larsen & toubro ltd
3.8%Allocation by Sector
financial services
33.9%consumer cyclical
12.6%energy
8.4%technology
8.4%consumer defensive
7.8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 11,883 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
ITI Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.6% | 4.7% | ||
3.6% | 3.5% | ||
- | 13.3% | ||
18.1% | 16.4% | ||
- | 12.3% |
ITI Large Cap Fund (G) Review
ITI Large Cap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 13.3% over a period of 2 years. The fund is managed by ITI Asset Management Limited. The fund managers are Alok Ranjan, Dhimant Shah, Rohan Korde, Tanay Gabhawala.
Nav of ITI Large Cap Fund (G) as of 12/5/2023 is ₹14.53 with the total AUM as of 12/6/2023 is ₹199.287. With Scripbox you can compare and check the latest nav for all mutual funds in India. ITI Large Cap Fund (G) was launched on Dec 24, 2020. The category risk of the fund is Very High Risk.
The minimum SIP amount for ITI Large Cap 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.
ITI Large Cap Fund (G) 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) is rated as a 0 fund in Equity and delivered 13.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with ITI Large Cap Fund (G).
Frequently Asked Questions
What is ITI Large Cap Fund (G)?
How to invest in ITI Large Cap Fund (G)?
You can invest in ITI Large Cap 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 Large Cap Fund (G)?
The minimum sip amount for ITI Large Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is ITI Large Cap Fund (G) good to invest in?
As per Scripbox experts, ITI Large Cap Fund (G) is a Not Reviewed Yet fund. You can investITI Large Cap 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 Large Cap Fund (G)?
The expense ratio of the ITI Large Cap Fund (G) is 2.34% for regular plan.