AnandRathi

ITI Business Cycle Fund - Regular (G)

EquitySectoral / Thematic

Last Updated NAV Date: 13 May 2026

3 Year Returns

N/A

NAV (₹)

10.2687

1 Day NAV Change

0.74%

No chart data available for this period.

Fund Details

Min. SIP Amount₹ 500
Min. Lumpsum Amount₹ 5000
AUM₹ 103.16 Cr
Expense Ratio2.44%
Lock-in PeriodNo Lock-in Period
Inception Date09 Mar 2026
Fund Age0 Yrs

Exit Load

0.50% if redeemed or switched out on or before completion of 3 months from the date of allotment of units Nil, if redeemed or switched out after completion of 3 months from the date of allotment of units.

Fund’s Investment Objective

The Investment objective of the Scheme is to generate long-term capital appreciation by investing predominantly in equity and equity related securities through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. However, there can be no assurance that the investment objective of the scheme would be achieved.

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Returns Estimator

Estimation is based on the past performance

Enter Amount

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Select Duration

Yrs

1 Yr

30 Yrs

Expected Rate of Return

12%

8%

30%

The value of your investment after 5 Years will be

₹4,12,432

Invested Amount

₹3,00,000

Est. Returns

₹1,12,432

Scheme’s Historical Return

1 Month Return2.52%
3 Month Return-
6 Month Return-
1 Year Return-
3 Year Return-
5 Year Return-

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Sector Holdings

Last Updated: 30 Apr 2026
SectorsAllocationWeightageValue (in Cr.)
Others
19.46%₹ 20.08
Banks
17.56%₹ 18.116
Pharmaceuticals
14.07%₹ 14.519
Power Generation & Distribution
9.00%₹ 9.286
Steel
6.95%₹ 7.172
Aerospace & Defence
5.06%₹ 5.222
Refineries
3.46%₹ 3.568
Capital Goods - Electrical Equipment
3.28%₹ 3.386
Non Ferrous Metals
3.26%₹ 3.363
Financial Services
2.99%₹ 3.088

Stock Holdings

Last Updated: 30 Apr 2026
NameAllocationWeightageValue (in Cr.)Sector
HDFC Bank
5.11%₹ 5.274Banks
Net CA & Others
4.01%₹ 4.153Debt Others
ICICI Bank
3.64%₹ 3.751Banks
Reliance Industr
3.32%₹ 3.425Refineries
Bharat Electron
2.18%₹ 2.244Aerospace & Defence
NTPC
1.97%₹ 2.028Power Generation & Distribution
Titan Company
1.84%₹ 1.893Diamond, Gems and Jewellery
Tata Steel
1.83%₹ 1.889Steel
Power Grid Corpn
1.77%₹ 1.827Power Generation & Distribution
Coal India
1.71%₹ 1.762Mining & Mineral products
…

Fund Manager Details

L&T Investment Management Ltd.- As Equity Research Analyst (From November 2017 - September 2019); Shell India Private Ltd. - Senior Specialist - Market risk (From October 2017 - November 2017); JM Financial Ltd. - Equity Research Analyst (From March 2017 - September 2017); Kotak Mahindra Bank - Treasury Sales (From December 2015 - March 2017); American Express - Business Analyst (From April 2015 - December 2015); NTPC Ltd. - Assistant Manager (From August 2011 - May 2013) PGDM (MBA) from IIM Calcutta, B.Tech in Mechanical Engineering from NIT Warangal

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

ITI Mutual Fund

Funds Managed

20

Assets Managed

₹ 10,825.15 Cr

Contact Details

www.itiamc.com
mfassist@itiorg.com
022-66214999

Registered Address

N/A

Managing Director

N/A

Chief Executive Officer

Jatinder Pal Singh

Compliance Officer

Vikas Pandya

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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

The Net Asset Value (NAV) of ITI Business Cycle Fund - Regular (G) is updated at the end of every business day. You can check the latest NAV in the header section of this page.
You can invest in ITI Business Cycle Fund - Regular (G) online through the Anand Rathi AR Invest app or website. Simply log in, complete your KYC if not already done, and choose between SIP or Lumpsum investment modes.
Exit load varies by scheme. For ITI Business Cycle Fund - Regular (G), please refer to the "Fund Details" section above to see if any exit load applies for early redemptions.
Mutual funds are generally suitable for long-term wealth creation. However, suitability depends on your individual risk appetite and financial goals. You should review the riskometer and fund performance before investing.
Once you invest, you can track your portfolio performance, NAV changes, and transaction history in real-time through the AR Invest dashboard.

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Address

Registered and Corporate Office:

Express Zone A Wing, 10th Floor, Western Express Highway, Goregaon East, Mumbai 400063.
Contact No. 022-62817000

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Equity: Investment in securities market are subject to market risks, read all the related documents carefully before investing.

The securities are quoted as an example and not as a recommendation.

Mutual Funds: Mutual Fund investments are subject to market risks, read all scheme related documents carefully before Investing. AMFI-Registered Mutual Fund Distributor: ARN-4478 (Initial Registration 4th Feb, 2003 & Valid From 2nd April, 2025 - 1st April, 2028) : Anand Rathi Share and Stock Brokers Ltd. | ARN-111569: Anand Rathi Wealth Limited | ARN-100284: AR Digital Wealth Private Limited.

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