ITI Business Cycle Fund
The Scheme seeks 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.
Growthvine rating: 1/5 — ranked #183 of 184 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹10.34 (as of 2026-10-01) |
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| AUM | ₹115 Cr |
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| Expense ratio | 2.10% |
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| Riskometer | Very High |
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| Fund manager | Alok Ranjan |
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| Exit load | 0.5% for redemption within 3 months |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −5.76% |
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| Alpha | 0 |
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| Beta | 0 |
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Market cap allocation
| Large cap | 40.7% |
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| Mid cap | 31.1% |
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| Small cap | 28.2% |
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Concentration
| Top 5 holdings | 13.0% |
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| Top 10 holdings | 21.8% |
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| Total holdings | 75 |
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Top holdings
- ICICI Bank Ltd. — 3.7%
- Net Receivables / (Payables) — 2.9%
- HDFC Bank Ltd. — 2.8%
- Bajaj Finance Limited — 2.5%
- Reliance Industries Ltd — 2.1%
- Bajaj Auto Limited — 1.9%
- State Bank Of India — 1.9%
- Titan Company Limited — 1.9%
- ESDS Software Solution Limited — 1.7%
- Shriram Finance Limited — 1.7%
Top sectors
- Banking & Financial — 17.2%
- Pharma & Biotech — 11.7%
- Finance & Investments — 10.0%
Calendar-year track record
No calendar-year history.