Official AMFI data
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ITI

ITI Business Cycle Fund

Sectoral / ThematicEquityModerately High risk

NAV · Direct-Growth

₹10.65-0.03-0.26%

As of 18 Aug 2026 · AMFI

NAV growth+6.7%
20262026
Arthkar verdictA balanced read

Cost

Average

0.46% vs NaN% peers

1Y return

3Y CAGR

5Y CAGR

AUM

₹92.78 Cr

fund size

Expense

0.46%

direct plan

Volatility 3Y

3Y std dev

In plain English

ITI Business Cycle Fund is a Sectoral / Thematic scheme from ITI. The portfolio is ~63% in equities with 37% kept in cash and short-term debt. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF00XX01DM9

NAV (Direct-Growth)

₹10.6487

Last 1Y

+6.69%

Mar 26Min ₹9.63 · Max ₹10.68 · 108 ptsAug 26

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

5

Honesty score

5 / 5

Solid scheme on the dimensions we check. No red flags.

  • Expense ratio

    0.46% — well below typical 1% for equity.

  • AUM size

    ₹93 Cr.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W+0.15%-0.40%61/ 286
1M+2.03%+2.47%163/ 286
3M+3.19%+8.01%249/ 286

Portfolio composition

Asset allocation

  • Equity62.63%
  • Cash37.37%

By market cap

  • Large cap39.96%
  • Mid cap11.83%
  • Others48.21%

Concentration

Holdings

48

Avg market cap

₹2.11 L Cr

Top 10 stocks

Top 5 stocks

Top 3 sectors

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff
  • P/E ratio20.2225.73-5.51
  • P/B ratio2.703.85-1.15
  • Price / Sales2.772.77+0.00
  • Price / Cash Flow12.8417.41-4.57
  • Dividend yield1.52%1.35%+0.17
  • Return on equity (ROE)0.00%

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.