ITI Mutual Fund
Last Updated on 31 Mar 2026
AUM
₹ 10,825.15 Cr
Funds on Anand Rathi
55
AMC Age
18 Yrs
Sorted by 5Y Returns descending
List of Top ITI Mutual Fund Schemes
55 records
| Fund Name | |||
|---|---|---|---|
| ITI Small Cap Fund (G) | 6.76% | 23.77% | 15.86% |
| ITI Mid Cap Fund (G) | 5.59% | 22.27% | 15.84% |
| ITI Small Cap Fund (IDCW) | 6.76% | 22.29% | 15.03% |
| ITI Mid Cap Fund (IDCW) | 5.60% | 20.43% | 14.80% |
| ITI Multi Cap Fund (G) | 5.92% | 18.37% | 11.91% |
| ITI Multi Cap Fund (IDCW) | 5.92% | 16.75% | 11.00% |
| ITI ELSS Tax Saver Fund (G) | -2.71% | 16.51% | 11.00% |
| ITI ELSS Tax Saver Fund (IDCW) | -2.71% | 14.93% | 10.09% |
| ITI Large Cap Fund (G) | -5.86% | 9.68% | 7.83% |
| ITI Large Cap Fund (IDCW) | -5.86% | 9.68% | 7.83% |
| ITI Overnight Fund - Regular (IDCW-W) RI | 8.01% | 6.72% | 7.26% |
| ITI Balanced Advantage Fund (G) | -1.94% | 8.81% | 6.95% |
| ITI Balanced Advantage Fund (IDCW) | -1.94% | 8.53% | 6.79% |
| ITI Liquid Fund - Regular (IDCW-A) | 6.10% | 6.71% | 5.87% |
| ITI Liquid Fund - Regular (G) | 5.98% | 6.58% | 5.78% |
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
Mr. Shah has joined ITI Asset Management Limited in August 2022 and has over 26 years of work experience in capital markets. Past Experience: July 2020 - July 2022 with One up Finance as Head Research and Co-Fund Manager-Equities; June 2011 - October 2019 with Principal AMC as Senior Fund Manager. B.Com.,CA from Mumbai
Mr. Vikas joined ITI AMC in May 2021 and has over 18 years of work experience in handling Equity and Derivatives Trade. Past Experience: Prior to joining ITI AMC, he was associated with SBICAP Securities Limited from April 2009 till May 2021 wherein he was responsible for handling and executing orders for Institutional clients. M.Com., DBF
Over 19 years of experience in Fixed Income Market as detailed under: From November 2007 to Current: Vice President - DSPIM. From November 2003 to October 2007 - Derivium Capital & Securities Pvt. Ltd. - Head Fixed Income Trading -SLR & NONSLR Broking. From June 2000 to October 2003 - Birla Sunlife Securities Ltd. - Manager - SLR & NONSLR Broking. B.Com, PGDBA (Finance)
Profile details are currently unavailable for this fund manager.
Mr. Bhatia joined ITI Asset Management Limited (ITI AMC) in December 2022 and has over 31 years of work experience in capital market. Past Experience: Prior to joining ITI AMC, he was Managing Director and CIO of ITI Long Short Equity Fund (AIF) from June 2017 to December 2022. He was also associated with SIMTO Investments as CIO from September 2013 to June 2017. CFA, AIMR, Associate of Cost and Management Accounting, B.Com
Key Information of ITI Mutual Fund
ITI Mutual Fund
AMCFunds Managed
20
Assets Managed
₹ 10,825.15 Cr
Contact Details
Registered Address
-
Managing Director
-
Chief Executive Officer
Jatinder Pal Singh
Compliance Officer
Vikas Pandya
How to Invest in ITI Mutual Fund with Anand Rathi?
Planning to invest in 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 Fund 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 investment.
- 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 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 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).
SEBI Regulations & Compliance on ITI Mutual Fund
As per the Securities and Exchange Board of India, here are the rules that apply for
AMCs (Asset Management Companies) providing mutual fund schemes.
- SEBI Regulation: AMCs operate under SEBI (Mutual Funds) Regulations, 1996.
- Mandatory Structure: Sponsor-Trustee-AMC structure is compulsory for all MF houses.
- SEBI Registration: AMC must be registered with SEBI to provide its scheme to investors.
- Minimum Net Worth: AMC must maintain Rs 50 crore net worth at all times.
- Scheme Disclosure: Scheme Information Document (SID) & Key Information Memorandum (KIM) filing with SEBI is mandatory before launch.
- Asset Allocation: Mutual fund schemes must strictly follow the stated investment mandate.
- Exposure Limits: A certain cap on stock, sector, and group exposure applies.
- Risk Management: AMCs must have a strong risk and liquidity controls.
- Expense Ratio: Total Expense Ratio (TER) is capped and transparently disclosed.
- NAV Disclosure: Net Asset Value (NAV) must be declared daily.
- Compliance Officer: Mandatory appointment for regulatory oversight.
- Investor Protection: Grievances handled via SEBI?s SCORES (SEBI Complaints Redress System) platform.
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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 website, or else, open a demat account with the stock broker online. Then complete your KYC, select the ITI Mutual Fund fund, choose the SIP amount and frequency, and confirm the mandate. Your SIP will start from the date chosen.
To stop your SIP anytime on the AR Invest app, go to your active SIPs, select the SIP you want to discontinue, and confirm. The SIP will stop from the next installment itself.
To increase your SIP amount in ITI Mutual Fund;
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
You can invest in mutual fund app via lumpsum by;
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.
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.
Redemptions are easy on the AR Invest mutual fund app. Simply, select the units to redeem, enter the amount or number of units, and confirm. Proceeds are then credited to your registered bank account.
Track your portfolio in real-time via AR Invest mutual fund app. Check NAVs, SIP performance, and generate statements anytime on the app or website.
Your investment statements are available on AR Invest mutual fund app. Here's how you can access the statement/reports.
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.
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.
All mutual funds are regulated by SEBI. While professionally managed, they carry market risks. Review the scheme's risk profile before investing.
No, it is not necessary to open a demat account to invest in ITI Mutual Fund. Usually, MF units are held digitally in your AMC folio via the "Statement of Account" (SoA) form. Opening a DEMAT account is optional if you prefer.
Top funds are based on performance and fund objectives. Check the AR Invest app for the current list of top-performing ITI Mutual Fund funds.
By investing in ITI Mutual Fund funds, investors get access to professional management, diversification, ease of online transactions via AR Invest, liquidity, and transparent reporting.
Every mutual fund has different suitability based on risk appetite. Those looking for professional management and diversification can think about ITI Mutual Fund funds.
Unlike anymarket instrument, even ITI Mutual Fund funds include risks like market volatility, interest rate changes (for debt funds), and liquidity risks. Review the fund's scheme information document before investing in any stock broker online app.
The AMC has been operating for 18 years, reflecting its experience and track record in the mutual fund industry.
ITI Mutual Fund manages assets worth ₹10,825.15 crore under its mutual fund business, indicating its scale and investor trust.
Jatinder Pal Singh is the current Chief Executive Officer of ITI Mutual Fund.
Vikas Pandya is the current Compliance Officer of ITI Mutual Fund.
ITI Mutual Fund currently manages 20 Mutual fund schemes.
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