ITI Mutual Fund
Last Updated on 30 Jun 2026
AUM
₹ 11,302.29 Cr
Funds on Anand Rathi
57
AMC Age
18 Yrs
ITI Mutual Fund focuses on delivering long-term wealth creation through disciplined investing and research-driven strategies. With a growing range of schemes, the fund house aims to help investors achieve their financial goals by combining professional fund management with a structured approach to risk and opportunity identification.
List of Top ITI Mutual Fund Schemes
| Fund Name | |||
|---|---|---|---|
| ITI Small Cap Fund (G) | 22.05% | 23.30% | 17.52% |
| ITI Small Cap Fund (IDCW) | 22.05% | 21.84% | 16.68% |
| ITI Mid Cap Fund (G) | 11.18% | 17.99% | 14.70% |
| ITI Mid Cap Fund (IDCW) | 11.18% | 16.22% | 13.67% |
| ITI Multi Cap Fund (G) | 11.50% | 15.24% | 12.45% |
| ITI Multi Cap Fund (IDCW) | 11.50% | 13.67% | 11.53% |
| ITI ELSS Tax Saver Fund (G) | 5.43% | 15.06% | 11.30% |
| ITI Value Fund (G) | 4.49% | 11.35% | 10.91% |
| ITI Value Fund (IDCW) | 4.49% | 11.35% | 10.91% |
| ITI ELSS Tax Saver Fund (IDCW) | 5.43% | 13.49% | 10.38% |
| ITI Large Cap Fund (G) | 1.33% | 9.20% | 7.62% |
| ITI Large Cap Fund (IDCW) | 1.33% | 9.20% | 7.62% |
| ITI Overnight Fund - Regular (IDCW-W) RI | 7.91% | 6.55% | 7.34% |
| ITI Balanced Advantage Fund (G) | -0.12% | 7.84% | 6.55% |
| ITI Balanced Advantage Fund (IDCW) | -0.12% | 7.57% | 6.39% |
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Fund Managers of ITI Mutual Fund
Key Information of ITI Mutual Fund
ITI Mutual Fund
AMCFunds Managed
21
Assets Managed
₹ 11,302.29 Cr
Contact Details
Registered Address
-
Managing Director
-
Chief Executive Officer
Jatinder Pal Singh
Compliance Officer
Dhruvkumar Trivedi
About ITI Mutual Fund
ITI Mutual Fund is a relatively dynamic player in the Indian asset management industry, backed by the Investment Trust of India (ITI) Group. Launched in 2019, the AMC was established with the vision of providing long-term wealth creation opportunities through a disciplined and research-backed investment approach.
Backed by experienced professionals in investment management, equity research, and credit research, the fund house follows a distinct investment philosophy and employs robust, time-tested strategies to support its investment approach.
Advantages of Investing in ITI Mutual Fund Schemes
Here are some of the key advantages you can gain by selecting the ITI Mutual Fund for your investments:
- SQL Framework: Uses a disciplined Size, Quality, and Longevity filter to identify scalable businesses with sustainable competitive advantages.
- Rigorous Governance Filter: Employs a proprietary scoring system to eliminate companies with weak management, prioritizing capital protection and integrity.
- Niche Market Expertise: Deep research capabilities in the Small and Micro-cap segments, identifying future market leaders early in their growth cycle.
- Dynamic Risk Management: Utilizes active asset allocation models to navigate volatility, helping to shield portfolios during market downturns.
- Entrepreneurial Pedigree: Backed by the ITI Group's "owner-mindset," focusing on long-term wealth creation rather than short-term AUM gathering.
How to Invest in ITI Mutual Fund with Anand Rathi?
Planning to invest in the ITI Mutual Fund online? Anand Rathi provides a secure and seamless platform to get started easily. Follow these 5 simple steps:
Register or Log In
: Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.Complete Your KYC
: Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.Explore ITI Mutual Fund
: Browse available ITI Mutual Funds and shortlist those that align with your investment goals.Choose Your Investment Mode
: Invest your way- opt for SIP to build discipline, or go for a lump sum if you prefer a one-time investments.Monitor & Watch Your Investments Anytime
: Invested in ITI Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.
Documents Required to Invest in ITI Mutual Fund
Investing in the ITI Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:
The following set of documents is required to invest in a mutual fund:
- PAN Card - Mandatory for all investment transactions.
- Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
- KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
Frequently Asked Questions
Log in to the AR Invest app or open a demat account
Select your preferred ITI Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
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