ITI Mutual Fund
About
ITI Mutual Fund was launched in 2018 with a simple goal — to offer investors smart, reliable investment solutions that help them build long-term wealth. The fund house is backed by a strong team of experienced researchers and investment managers who bring deep expertise in both equity and credit markets. Their unique investment philosophy and carefully crafted strategies aim to deliver steady, long-term returns.
Being a newer entrant in the mutual fund industry also works to its advantage—ITI Mutual Fund designs products that reflect the needs of a fast-evolving Indian economy. The AMC is promoted by The Investment Trust of India Ltd. and operates through around 29 branches across the country, supported by a team of over 196 employees.
ITI Mutual Fund is part of the broader ITI Group of Companies, an emerging financial services group offering equity research, retail and institutional broking, investment banking, asset-based lending, alternative investment funds, and more. This wider ecosystem gives the AMC a strong foundation and access to valuable market insights.
Key Factors to Consider
AMC Experience & Background
Since ITI Mutual Fund started in 2018, it has a shorter operating history compared to older fund houses. Investors may look at scheme-specific history rather than only AMC age.
Key Factors to Consider
Scheme Variety
ITI Mutual Fund offers products across categories like multi-cap, mid-cap, small-cap, ELSS (tax saver), hybrid funds, and various debt schemes. This allows investors to choose options based on their personal goals and risk tolerance.
Key Factors to Consider
Portfolio Approach
Most schemes follow an active investment approach backed by internal research teams. However, the style and strategy differ by scheme, so reviewing each fund’s methodology is important.
Key Factors to Consider
Costs & Expenses
Each scheme has its own expense ratio and load structure. These details are published in the scheme documents and affect overall returns.
Key Factors to Consider
Regulatory Compliance
The AMC adheres to SEBI regulations, and all necessary disclosures (NAVs, portfolios, risk-o-meters, addendums, etc.) are publicly available.
Features of ITI Mutual Fund
- Offers equity, debt, and hybrid schemes across multiple categories.
- Provides online access to documents, NAVs, and portfolio disclosures.
- Offers both Direct and Regular plans depending on investor preference.
- Publishes monthly factsheets and mandatory regulatory updates.
- Riskometer, benchmark details, and asset allocation are shared transparently.
Important Evaluation Points (For Investors)
Before choosing any ITI Mutual Fund scheme, it's advisable to review:
- Scheme Information Document (SID)
- Key Information Memorandum (KIM)
- Factsheet (monthly)
- Expense ratio & exit loads
- Fund manager experience
- Portfolio allocation & riskometer
- Consistency of performance over different time periods
- AUM size and volatility, especially in equity categories
These documents are available on the official ITI Mutual Fund website and financial data platforms.
Key Information About ITI Mutual Fund
| name | ITI Mutual Fund |
|---|---|
| registration No | MF/073/18/01 |
| address | ITI House, Building no. 36, Dr. R. K. Shirodkar Marg, Parel, MUMBAI, MAHARASHTRA, 400012 |
| validity | May 14, 2018 - Perpetual |
| chief Executive Officer | Mr. Jatinder Pal Singh |
| trustee Company | ITI Mutual Fund Trustee Private Limited |
| trustees |
|
| directors |
|
| chief Investment Officer | Mr. Rajesh Bhatia |
| more About Chief Investment Officer Url | https://www.itiamc.com/about |
| source Link | https://www.amfiindia.com/member/70 |
as on date : 28-01-2026
Disclaimer:The information contained in this press release is for general informational purposes only and is not intended to be an offer or solicitation for the purchase or sale of any financial instrument or security. The views expressed herein are the personal views of the individuals quoted and do not constitute investment advice. Past performance may or may not be sustained in the future. Neither the AMC, Trustee Company, Sponsor or its affiliates nor any person connected with them shall accept any liability arising from the use of this document. Investors are advised to read all scheme related documents carefully before investing. Investment in mutual funds involves risks, including the possible loss of principal.
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
List Of ITI Mutual Fund in india
ITI Large Cap Fund
Risk
Very High
Return 5Y
9.73%
ITI Multi Cap Fund
Risk
Very High
Return 5Y
13.06%
ITI Small Cap Fund
Risk
Very High
Return 5Y
17.17%
ITI ELSS Tax Saver Fund
Risk
Very High
Return 5Y
12.79%
ITI Liquid Fund
Risk
Low to Moderate
Return 5Y
5.55%
ITI Overnight Fund
Risk
Low
Return 5Y
5.18%
ITI Banking & PSU Debt Fund
Risk
Low to Moderate
Return 5Y
5.88%
ITI Arbitrage Fund
Risk
Low
Return 5Y
5.07%
ITI Balanced Advantage Fund
Risk
Very High
Return 5Y
8.97%
ITI Dynamic Bond Fund
Risk
Moderate
Return 3Y
5.89%
Disclaimer:The information contained in this press release is for general informational purposes only and is not intended to be an offer or solicitation for the purchase or sale of any financial instrument or security. The views expressed herein are the personal views of the individuals quoted and do not constitute investment advice. Past performance may or may not be sustained in the future. Neither the AMC, Trustee Company, Sponsor or its affiliates nor any person connected with them shall accept any liability arising from the use of this document. Investors are advised to read all scheme related documents carefully before investing. Investment in mutual funds involves risks, including the possible loss of principal.
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
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