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ITI Mutual Fund

ITI Mutual Fund

ITI Asset Management Limited is a mutual fund company based in Mumbai, India. The company offers a range of mutual fund products, including equity, debt, and hybrid funds. ITI Asset Management is India’s emerging mutual fund company with over Rs. 1178 crore in assets under management till 31 March 2021.

The ITI Asset Management company was founded on 10 January 2008 and they introduced ITI Mutual Funds.

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The Investment Trust of India Limited and Fortune Credit Capital Limited are the company’s key sponsors.

As a reputed AMC since 2018, ITI Asset Management Limited understands that balancing risk and reward is a big part of investing for the investors whether they are looking to set aside extra cash for retirement or just hoping to get a better return on their savings. View More

The company has been investing a lot of money into research and development, enabling them to keep ahead of its competitors. With highly qualified and experienced investment and funds managers, ITI assures that each penny of the investors must pay good returns over the period.

ITI Asset Management offers 15 mutual funds schemes that diversify the investor’s portfolio. The equity funds segment has the most number of 8 mutual funds schemes followed by debt and hybrid funds.

The company has around 190 offices in India’s major cities and towns with over 3000 employees.

ITI Mutual Fund Key Information

  • Name of the Mutual Fund
  • ITI Asset Management Ltd.
  • Setup Date
  • 43234
  • Date of Incorporation
  • 39457
  • Sponsor Name
  • The Investment Trust of India Ltd. and Fortune Credit Capital Ltd.
  • Managing Director & Chief Executive Officer
  • Mr. George Heber Joseph
  • Compliance Officer
  • Mr. S. Grace Raxelin Rabi
  • Assets Managed
  • Rs. 1178.53 crore (Mar-31-2021)
  • Auditor
  • S. R. Batliboi & Co. LLP
  • Registrars
  • M/s Karvy Computershare Pvt. Ltd
  • Telephone Nos.
  • 1800-266-9603
  • E-mail
  • mfassist@itiorg.com

ITI Mutual Fund Managers

Pradeep Gokhale - Fund Manager

Mr. Pradeep is a highly qualified Chartered Accountant and Chartered Financial Analyst with over 23 years of experience in the finance industry. He has worked in various roles in Fund Management, Equity Research, Credit Evaluation, and Ratings with top companies like Tata Asset Management Ltd., CARE Ratings Ltd., Bombay Dyeing, Tata International, and Lubrizol India Ltd.

As of now, Mr. Gokhale manages an AUM of 2371 crores and 20 schemes.

George Heber Joseph - Fund Manager

George has years of experience in the financial world, with dual Bachelor’s Degrees in English Language & Literature and Commerce, and qualifications as a Chartered Accountant from the Institute of Chartered Accountants of India and a Cost and Management Accountant from the Institute of Cost Accountants of India. He has worked in various roles in the finance sector for companies such as ICICI Prudential Asset Management Ltd., Tanfac Industries Ltd. (Aditya Birla Group), Cholamandalam Investments & Finance Co. Ltd., Met Life India, Wipro, and DSP Merrill Lynch Ltd.

As of now, Mr. Joseph manages an AUM of 2015 crores and 28 schemes.

Hetal Gada - Fund Manager

Before joining ITI AMC, Ms. Gada worked in the finance industry for several years. She handled research on the auto and consumer sectors at Centrum. She worked for Elara Securities and CRISIL for 2 and 3 years, respectively, where she conducted research on various sectors, including metals.

As of now, Ms. Gada manages an AUM of 110 crores and three schemes.

Rohan Korde - Fund Manager

Before joining ITI Asset Management Limited, Mr. Korde worked in various finance-related positions at BOB Capital Markets, Prabhudas Lilladher, and Anand Rathi Share & Stock Brokers. He has a Masters in Management Studies (Finance) and a Bachelor of Commerce from reputed universities.

As of now, Mr. Korde manages an AUM of 322 crores and six schemes.

Vikrant Mehta - Fixed income - Fund Manager

Mr Vikrant Mehta joined ITI Mutual Fund in January 2021 and is currently leading the Fixed Income group. He has more than 25 years of experience in the emerging markets segment.

Before joining ITI Mutual Fund, Vikrant headed the Fixed Income group at Indiabulls Asset Management. His previous stints include PineBridge Investments, AIF, NVS Brokerage, Morgan Stanley and Mata Securities.

He is currently managing schemes like ITI Banking & PSU Debt Fund Direct-Growth, ITI Dynamic Bond Fund Direct-Growth and ITI Liquid Fund Direct-Growth.

How to Invest in ITI Mutual Fund?

You can invest in any ITI Mutual fund scheme via 5paisa App and Website. To start your investment, all you need is an All-in-one account with 5paisa. With this account, you can buy shares, mutual funds, insurance and gold. View More

If you do not have one, open an account today!

Opening an All-in-one account with 5paisa is simple, easy and hassle-free.

You can follow the below steps to invest in ITI Mutual Fund on 5paisa.

Step 1 – Login to 5paisa. If you do not have an account, you can register and create a new one immediately. The process is simple and takes hardly any time.

Step 2 – After logging in to your account, you can search for the preferred ITI Mutual fund scheme. If you do not know the name, you can search for it. Click on the filter for All Mutual Funds and choose ITI AMC from the filter. You will get a result with all the mutual funds offered by ITI. It will allow you to look at the details of the funds and compare them as well.

Step 3 – Select the best fund as per your requirements and goals. For your convenience, 5paisa has segregated the funds into large-cap, mid-cap, small-cap, multi-cap, ELSS, dividend yield, sectoral/thematic and focused. Each of these categories will also show the top funds you can choose.

Step 4 – If you wish to invest a lumpsum amount, click on “One-Time.” Alternatively, you can start a SIP by clicking on “Start SIP”. You can also find lump sum and SIP calculators on the 5paisa website and app to calculate the estimated return on the whole investment period. The calculator will help you make an informed decision and tweak your investment amount or tenure to meet your goals.

Step 5 – Once you have paid, you will see the investment status in your order book.

Your ITI Mutual Fund Online Investment with 5paisa is complete, and you can enjoy the returns!

Top 10 ITI Mutual Fund to Invest

  • Fund Name
  • Min SIP Investment Amt
  • AUM (Cr.)
  • 3Y Return

ITI Balanced Advantage Fund – Direct Growth is an Dynamic Asset Allocation or Balanced Advantage scheme that was launched on 31-12-19 and is currently under the management of our experienced fund manager Dhimant Shah. With an impressive AUM of ₹352 Crores, this scheme's latest NAV is ₹12.1317 as of 18-08-23.

ITI Balanced Advantage Fund – Direct Growth scheme has delivered a return performance of 8.9% in the last 1 year, 11.6% in the last 3 years, and an 5.5% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Dynamic Asset Allocation or Balanced Advantage funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹352
  • 3Y Return
  • 8.9%

ITI Mid Cap Fund – Direct Growth is an Mid Cap scheme that was launched on 05-03-21 and is currently under the management of our experienced fund manager Dhimant Shah. With an impressive AUM of ₹507 Crores, this scheme's latest NAV is ₹13.9873 as of 18-08-23.

ITI Mid Cap Fund – Direct Growth scheme has delivered a return performance of 16.8% in the last 1 year, -% in the last 3 years, and an 14.6% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹507
  • 3Y Return
  • 16.8%

ITI Large Cap Fund – Direct Growth is an Large Cap scheme that was launched on 24-12-20 and is currently under the management of our experienced fund manager Dhimant Shah. With an impressive AUM of ₹209 Crores, this scheme's latest NAV is ₹13.9413 as of 18-08-23.

ITI Large Cap Fund – Direct Growth scheme has delivered a return performance of 11.3% in the last 1 year, -% in the last 3 years, and an 13.4% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Large Cap funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹209
  • 3Y Return
  • 11.3%

ITI Small Cap Fund – Direct Growth is an Small Cap scheme that was launched on 17-02-20 and is currently under the management of our experienced fund manager Dhimant Shah. With an impressive AUM of ₹1,383 Crores, this scheme's latest NAV is ₹18.7529 as of 18-08-23.

ITI Small Cap Fund – Direct Growth scheme has delivered a return performance of 26.7% in the last 1 year, 26.1% in the last 3 years, and an 19.7% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Small Cap funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹1,383
  • 3Y Return
  • 26.7%

ITI Multi Cap Fund – Direct Growth is an Multi Cap scheme that was launched on 15-05-19 and is currently under the management of our experienced fund manager Dhimant Shah. With an impressive AUM of ₹623 Crores, this scheme's latest NAV is ₹17.7365 as of 18-08-23.

ITI Multi Cap Fund – Direct Growth scheme has delivered a return performance of 19.8% in the last 1 year, 21.1% in the last 3 years, and an 14.4% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Multi Cap funds.

  • Min SIP Investment Amt
  • ₹1,000
  • AUM (Cr.)
  • ₹623
  • 3Y Return
  • 19.8%

ITI Banking & PSU Debt Fund – Direct Growth is an Banking and PSU scheme that was launched on 22-10-20 and is currently under the management of our experienced fund manager Vikrant Mehta. With an impressive AUM of ₹31 Crores, this scheme's latest NAV is ₹11.5372 as of 18-08-23.

ITI Banking & PSU Debt Fund – Direct Growth scheme has delivered a return performance of 6.4% in the last 1 year, -% in the last 3 years, and an 5.2% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Banking and PSU funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹31
  • 3Y Return
  • 6.4%

ITI Liquid Fund – Direct Growth is an Liquid scheme that was launched on 24-04-19 and is currently under the management of our experienced fund manager Vikrant Mehta. With an impressive AUM of ₹46 Crores, this scheme's latest NAV is ₹1207.1751 as of 18-08-23.

ITI Liquid Fund – Direct Growth scheme has delivered a return performance of 6.4% in the last 1 year, 4.4% in the last 3 years, and an 4.5% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Liquid funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹46
  • 3Y Return
  • 6.4%

ITI Overnight Fund – Direct Growth is an Overnight scheme that was launched on 25-10-19 and is currently under the management of our experienced fund manager Vikrant Mehta. With an impressive AUM of ₹20 Crores, this scheme's latest NAV is ₹1169.6329 as of 18-08-23.

ITI Overnight Fund – Direct Growth scheme has delivered a return performance of 6.1% in the last 1 year, 4.2% in the last 3 years, and an 4.2% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Overnight funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹20
  • 3Y Return
  • 6.1%

ITI Pharma and Healthcare Fund – Dir Growth is an Sectoral / Thematic scheme that was launched on 08-11-21 and is currently under the management of our experienced fund manager Rohan Korde. With an impressive AUM of ₹140 Crores, this scheme's latest NAV is ₹11.4043 as of 18-08-23.

ITI Pharma and Healthcare Fund – Dir Growth scheme has delivered a return performance of 21% in the last 1 year, -% in the last 3 years, and an 7.7% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹140
  • 3Y Return
  • 21%

ITI Arbitrage Fund – Direct Growth is an Arbitrage scheme that was launched on 09-09-19 and is currently under the management of our experienced fund manager Vikrant Mehta. With an impressive AUM of ₹8.42 Crores, this scheme's latest NAV is ₹11.7444 as of 18-08-23.

ITI Arbitrage Fund – Direct Growth scheme has delivered a return performance of 5.8% in the last 1 year, 4% in the last 3 years, and an 4.2% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Arbitrage funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹8.42
  • 3Y Return
  • 5.8%

Closed NFO

Frequently Asked Questions

How can I invest in an ITI Mutual Fund?

You can easily invest in any of your preferred ITI mutual funds by making an account at 5Paisa. You can follow a simple process to get your mutual fund started. Another option is to log in to the fund’s AMC website to invest in a mutual fund online. Alternatively, you can use any other online platform to invest in an ITI mutual fund.

You can also do it offline by visiting an office of the fund house, filling out the form and completing the other formalities. You can use the AMC website to find the nearest branch to your home.

What is the right SIP amount for the ITI mutual fund?

You can calculate the SIP amount by considering a few factors. The expected interest rate, past performance of the mutual fund, your goals and objectives, and preferred tenure for the fund can help you decide the SIP amount.

If you want to invest in a tax-saving scheme, ensure the yearly investment gives you the maximum benefit.

Can I increase my SIP amount midway?

Yes, it is possible to increase your SIP amount even when you have already started your fund investments. You can opt for either top-up or step-up facilities. However, it is advisable to check with your fund house and get an idea of the SIP amount before deciding.

How can I redeem the ITI mutual fund?

You can redeem or withdraw your ITI mutual fund by visiting the office of the fund house and filling out the required form. It is also possible to redeem your ITI mutual fund by logging in to the fund’s official website and signing in the folio number. 

If you used an online platform to invest in a mutual fund, you could log in to exit your ITI mutual fund.

How much should I invest in an ITI Mutual Fund SIP?

The answer depends upon your financial goals. The 5paisa mutual fund SIP calculator can help you discern the expected returns by changing your SIP amount and tenure. It is advisable to keep the amount to a reasonable amount so that your monthly budget is not affected.

What is the minimum amount to start an ITI mutual fund SIP online?

The minimum amount for each ITI mutual fund depends on your selected option. However, the lowest amount you can choose for an ITI mutual fund SIP is INR 500, while it is INR 5000 for a lump sum investment.

Can I stop my SIP investments?

Yes, you can easily stop your SIP investments by sending a request to cancel your SIP. Make sure you have completed three years if your fund is an Equity Linked Saving Scheme or ELSS. You must share your folio number if you want to complete this process online. For other online websites, you can follow their process to stop your investment.

Stopping your investment does not mean you are redeeming your mutual fund. You can let your investment stay and withdraw at an appropriate time.

What are the additional benefits of investing in ITI mutual funds with 5Paisa?

With 5Paisa, you can easily invest in ITI Mutual Fund and other investment options at ZERO commission. In addition, investing with 5Paisa is safe and enables you to the benefits such as:

  • Professional Management 
  • Simple SIP or lump sum investment process 
  • Liquidity Transparency 
  • You can invest in mutual funds by starting a SIP as low as INR 500 or with a lump sum of INR 5000
  • Flexibility to choose from a wide range of options

 

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