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  • ITI Long Term Equity Fund (Growth)
ITI Mutual Fund

ITI Long Term Equity Fund (Growth)

EquityTax Saving

15.0897

NAV (Oct 21)

22.7%
Till Date CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in tax saving.

Click here to see our recommendations.

Tax saving 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

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

Relative Size

108 Cr. Negligible 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

Invest in this fund
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Tax Saver Plan

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    3 Years
  • graph-icon-gray
    Save Tax

No single fund can achieve what a plan can. Learn why

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Historical NAV

15.0897

NAV (Oct 21)

Fund Returns

Last 1Y
48.2%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
22.7%
6 Month CAGR
18.3%
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Scheme Information

Investment Objective

To provide long-term capital appreciation by investing predominantly in equity and equity related securities. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
2.58
Launched (2y ago)
Oct 18, 2019
AUM in Crores
107.222
ISIN
INF00XX01374
Lock-in
3
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
0
Lumpsum Min.
500
Fund Managers
user-avatar

George Joesph

Fund Manager

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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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Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • Inflation beating returns
    Inflation beating returns
  • Save Tax
    Save Tax
  • 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 2,146 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.

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  • 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

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Mirae Asset Tax Saver Fund (Growth)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

    Canara Robeco Equity Taxsaver fund (Growth)

    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

    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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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About ITI Long Term Equity Fund (G)

    About ITI Long Term Equity Fund (G)

    ITI Long Term Equity Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 22.7% over a period of 2 years. . The fund is managed by ITI Asset Management Limited. The fund managers are George Joesph, Pradeep Gokhale, Rohan Korde

    ITI Long Term Equity Fund (G) Investment Objective

    To provide long-term capital appreciation by investing predominantly in equity and equity related securities. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns. . However, there is no assurance that the objective of the scheme will be realized.

    ITI Long Term Equity Fund (G) NAV,AUM,Risk

    The ITI Long Term Equity Fund (G) fund was launched on Oct 18, 2019. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-10-21 is ₹15.09. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹107.222. The category risk of the ITI Long Term Equity Fund (G) fund is Very High Risk. The fund charges 2.58 % as expense ratio.

    ITI Long Term Equity Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.5% in this asset class. The top three holdings of the fund are , alembic pharmaceuticals ltd , lupin ltd , eicher motors ltd , v-guard industries ltd , reliance industries ltd , idfc ltd , equitas holding ltd , itc ltd , dcb bank ltd , whirlpool of india ltd , amara raja batteries ltd , city union bank ltd , housing development finance corp ltd , the federal bank ltd , kansai nerolac paints ltd , johnson controls - hitachi air conditioning india ltd , navneet education ltd , ashoka buildcon ltd , suven pharmaceuticals ltd , mahindra & mahindra financial services ltd , indian bank , supreme industries ltd , treps 01-oct-2021 , akzo nobel india ltd , net receivables / (payables)

    ITI Long Term Equity Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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 ₹ 500.

    ITI Long Term Equity 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 500 TR INR

    ITI Long Term Equity Fund (G) Review

    ITI Long Term Equity Fund (G) has a score of 2 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 Long Term Equity Fund (G) has a score of 1 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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