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Home Mf Research Iti Business Cycle Fund Regular Plan Growth
ITI Mutual Fund

Mutual Fund Research

ITI Business Cycle Fund - Regular Plan - Growth

ITI Mutual Fund Equity Equity Sectoral Thematic

Fund Performance

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Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,023.38 +2.34%
Two Week 2026-10-19 ₹1,000.00 ₹996.89 -0.31%
One Month 2026-10-05 ₹1,000.00 ₹968.86 -3.11%
Three Months 2026-08-05 ₹3,000.00 ₹2,862.20 -4.59%
Six Months 2026-05-07 ₹6,000.00 ₹5,760.15 -4.00%
Since Inception 2026-03-09 ₹8,000.00 ₹7,771.16 -2.86%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 14.10%
Pharmaceuticals & Biotechnology 12.62%
Other 8.68%
IT - Services 6.03%
Industrial Products 4.48%
Healthcare Services 4.33%
Chemicals & Petrochemicals 4.31%
Automobiles 3.53%
Finance 3.48%
Retailing 3.21%
Consumer Durables 3.10%
Commercial Services & Supplies 2.88%
Non - Ferrous Metals 2.81%
Financial Technology (Fintech) 2.80%
Industrial Manufacturing 2.45%
Agricultural Food & Other Products 2.23%
Insurance 2.01%
Petroleum Products 1.93%
Capital Markets 1.93%
Cement & Cement Products 1.41%
Auto Components 1.28%
Construction 1.25%
Agricultural, Commercial & Construction Vehicles 1.22%
Electrical Equipment 1.17%
Beverages 1.10%
Transport Services 1.02%
Aerospace & Defense 1.01%
Power 1.01%
IT - Software 0.95%
Ferrous Metals 0.92%
Minerals & Mining 0.75%

Top Holdings

Company-wise portfolio exposure

Net Receivables / (Payables) 3.41%
ESDS Software Solution Ltd 6.03%
HDFC Bank Limited 3.83%
ICICI Bank Limited 2.37%
Eternal Limited 2.19%
Manipal Payment and Identity Solutions Ltd 2.02%
HDFC Life Insurance Company Limited 2.01%
Reliance Industries Limited 1.93%
Titan Company Limited 1.70%
Bajaj Auto Limited 1.70%
Laurus Labs Limited 1.59%
Divi's Laboratories Limited 1.54%
Grasim Industries Limited 1.41%
LG Electronics India Ltd 1.40%
AU Small Finance Bank Limited 1.39%
Multi Commodity Exchange of India Limited 1.34%
Ajanta Pharma Limited 1.32%
Bajaj Finance Limited 1.31%
Apollo Hospitals Enterprise Limited 1.30%
Kirloskar Oil Engines Limited 1.29%
Ramkrishna Forgings Limited 1.28%
Piramal Pharma Limited 1.28%
TVS Motor Company Limited 1.26%
Kalpataru Projects International Limited 1.25%
Indo-MIM Limited 1.25%
Aurobindo Pharma Limited 1.25%
Hindalco Industries Limited 1.24%
Redington Limited 1.23%
Poonawalla Fincorp Limited 1.22%
BEML Limited 1.22%
IDFC First Bank Limited 1.21%
Syrma SGS Technology Limited 1.20%
Finolex Cables Limited 1.19%
Navin Fluorine International Limited 1.19%
Glenmark Pharmaceuticals Limited 1.19%
Solar Industries India Limited 1.18%
RBL Bank Limited 1.17%
Bharat Heavy Electricals Limited 1.17%
Torrent Pharmaceuticals Limited 1.17%
Neuland Laboratories Limited 1.16%
LT Foods Limited 1.13%
Dr. Lal Path Labs Limited 1.13%
IPCA Laboratories Limited 1.12%
Hindustan Copper Limited 1.11%
Radico Khaitan Limited 1.10%
Marico Limited 1.10%
Elgi Equipments Limited 1.04%
Gujarat Fluorochemicals Limited 1.03%
The Great Eastern Shipping Company Limited 1.02%
FSN E-Commerce Ventures Limited 1.02%
Data Patterns (India) Limited 1.01%
Adani Power Limited 1.01%
Yes Bank Limited 1.00%
Biocon Limited 1.00%
City Union Bank Limited 0.99%
Global Health Limited 0.98%
Usha Martin Limited 0.96%
IIFL Finance Limited 0.95%
Infosys Limited 0.95%
Steel Authority of India Limited 0.92%
Aster DM Quality Care Limited 0.92%
Aarti Industries Limited 0.91%
DCB Bank Limited 0.90%
Inox Green Energy Services Limited 0.83%
Central Mine Planning & Design Institute Limited 0.82%
Turtlemint Fintech Solutions Limited 0.78%
NMDC Limited 0.75%
State Bank of India 0.74%
SBI Funds Management Limited 0.59%
Ather Energy Limited 0.57%
Bandhan Bank Limited 0.50%
National Aluminium Company Limited 0.46%
TREPS 01-Oct-2026 5.27%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity
Risk ratio figures are currently unavailable for this scheme. Explanations below are for reference.

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 59.11% 48.18% 22.89%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.21% 29.08% 28.07%
Kotak Healthcare Fund - Regular Plan - Growth 21.83% 0.00% 19.25%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.17% 18.45% 15.90%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.72% 0.00% 10.86%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.38% 22.11% 20.05%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.07% 0.00% 20.11%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 16.66% 0.00% 8.50%
SBI Healthcare Opportunities Fund - Regular Plan - Growth 16.50% 23.22% 15.44%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from ITI Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
ITI Small Cap Fund - Regular Plan - Growth 10.31% 19.84% 19.06%
ITI Pharma And Healthcare Fund - Regular Plan - Growth 7.78% 17.98% 12.22%
ITI Flexi Cap Fund - Regular Plan - Growth 7.10% 16.71% 19.80%
ITI Multi Cap Fund - Regular Plan - Growth 6.23% 14.59% 13.34%
ITI Liquid Fund - Regular Plan - Growth 5.97% 6.48% 5.24%
ITI Arbitrage Fund - Regular Plan - Growth 5.89% 6.53% 4.79%
ITI Ultra Short Term Fund - Regular Plan - Growth 5.49% 6.16% 5.31%
ITI Overnight Fund - Regular Plan - Growth 4.91% 5.68% 4.83%
ITI Banking And PSU Fund - Regular Plan - Growth 3.61% 6.23% 5.45%
ITI Dynamic Term Fund - Regular Plan - Growth 0.52% 4.64% 4.50%

Returns are historical and do not guarantee future performance.

View All ITI Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

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 is no assurance that the investment objective of the Scheme will be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
3.42%
Expense Ratio (Direct)
1.66%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
NIFTY 500 TRI

Exit Load

Charges that may apply when you redeem units

• 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 Redemption of units would be done on First in First out Basis (FIFO)
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