ITI Mutual Fund

ITI Mutual Fund is one of the leading Asset Management Companies in the country, which is promoted by the Investment Trust of India Limited (ITI). The company provides a plethora of investment schemes for potential investors to choose from and utilises decades of combined industry experience from seasoned fund managers. ITI uses a comprehensive investment technique while making investment decisions and developing a portfolio. It systematically allocates capital between various asset classes to negate market risk based on detailed market analysis and macroeconomic study of market trends.
  • Equity
  • Hybrid
  • Elss
  • Debt
Mutual Fund Schemes
NAV
5Y Returns
AUM(in Cr.)
Compare
22.29May 21, 2024
0%
₹785
25.53May 21, 2024
0%
₹1,986
17.05May 21, 2024
0%
₹225
20.17May 21, 2024
0%
₹626
16.29May 21, 2024
0%
₹164
20.43May 21, 2024
0%
₹785
24.72May 21, 2024
0%
₹785
22.78May 21, 2024
0%
₹785
27.83May 21, 2024
0%
₹1,986
26.93May 21, 2024
0%
₹1,986
24.63May 21, 2024
0%
₹1,986
17.05May 21, 2024
0%
₹225
18.34May 21, 2024
0%
₹225
18.34May 21, 2024
0%
₹225
19.27May 21, 2024
0%
₹626
21.59May 21, 2024
0%
₹626
20.69May 21, 2024
0%
₹626
16.29May 21, 2024
0%
₹164
17.33May 21, 2024
0%
₹164
17.33May 21, 2024
0%
₹164
1263.02May 21, 2024
0%
₹39
1222.17May 21, 2024
0%
₹120
1001.00May 21, 2024
0%
₹39
1002.33May 21, 2024
0%
₹39
1001.54May 21, 2024
0%
₹39
1269.35May 21, 2024
0%
₹39
1271.54May 21, 2024
0%
₹39
1001.00May 21, 2024
0%
₹39
1002.36May 21, 2024
0%
₹39
1272.74May 21, 2024
0%
₹39
1005.63May 21, 2024
0%
₹39
1001.00May 21, 2024
0%
₹120
1002.18May 21, 2024
0%
₹120
1227.88May 21, 2024
0%
₹120
1004.94May 21, 2024
0%
₹120
1146.03May 21, 2024
0%
₹120
1001.16Apr 24, 2024
0%
₹120
1001.00Jan 19, 2023
0%
₹55

Key Information about ITI Mutual Fund

Mutual Fund NameITI Mutual Fund
OfficeRegistered Office ITI House, 36, R K Shirodkar Marg, Parel Mumbai - 400 012
Email Idmfassist@itiorg.com
Phone No.022-69153500
Fax-
Websitewww.itiamc.com
Set up dateInvalid date
Mutual Fund TypePvt. Sector - Indian
AMC incorporation DateMay 14, 2018
CityMumbai

Fund Managers

VJ

Mr. Vishal JajooFund Manager

Mr. Jajoo joined ITI Asset Management Limited in January 2023 and has over 15 years of work experience in Investment Management.

DS

Mr. Dhimant ShahSenior Fund Manager - Equity

Mr. Shah has more than 18 Years of experience in stock market. Prior to joining Principal Mutual Fund, Mr. Shah was working as a Fund Manager in HSBC Asset Management (India) Private Ltd. He has also worked with Reliance Capital Asset Management Ltd. (PMS), ASK Raymond James Securities Pvt. Limited & IL&FS Asset Management Co. Pvt. Ltd (now known as UTI Asset Management Company Ltd).

Types of ITI Mutual Funds

ITI asset management company advises people to start their investment journey early to take full advantage of the power of compounding and achieve their financial goals sooner. It also wants its investors to have a diverse portfolio with a proportionate allocation of funds to debt, equity, and hybrid options. Given below are some of the mutual fund options offered by ITI: 

ITI Equity Mutual Funds

ITI Equity Mutual funds primarily deal in equity and equity-linked options from large, mid, and small-cap categories. Since the returns from equity options are subject to market volatility, they naturally carry a higher risk on investment. Given below are some of the types of equity mutual funds offered by ITI:

  • ITI Multi cap Fund
  • ITI Long-Term Equity Fund
  • ITI Small Cap Equity Fund

ITI Debt Mutual Funds

ITI Debt Mutual Funds mainly invest in debt-linked security options that can generate fixed returns. Investors looking to fix their investment on a short-term basis to earn significant returns should consider investing in this scheme. Given below are the debt mutual funds offered by ITI:

  • ITI Liquid Fund
  • ITI Overnight Fund

ITI Hybrid Mutual Funds

The Hybrid Mutual Fund options offered by ITI invest in a healthy mix of debt and equity options. They are generally less risky than equity investment options as the risk from equity is negated by debt investment options. Given below are the Hybrid Mutual funds offered by ITI:

  • ITI Arbitrage Fund
  • ITI Balanced Advantage Fund

How to Invest in ITI Mutual Funds 

Any interested individual can invest in ITI Mutual Funds in two ways- offline and online. Given below are the ways to do so:

Offline

This is the conventional way of investing in ITI mutual funds, which was used before the advent of the internet and online banking. In this method, the investor must fill out an application form and submit it with supporting KYC documents to the nearest branch of the asset management company. This process can also be done by getting in touch with an investment broker.

Online

You can easily invest in an ITI Mutual FUnd online through their official website. Just visit their website and click on the ‘Invest Online’ option on the top right corner of the homepage. This will redirect you to a login page where you must log in using your username and password. Following this, you must select the mutual fund you want to invest in. complete the process by making payment using your preferred method.

Documents Required to Invest in ITI Mutual Funds

If you wish to invest in ITI Mutual Funds, it is necessary to get your KYC details verified. You can easily get your KYC details verified digitally in a hassle-free manner. If you are investing in an ITI Mutual Fund for the first time, you will be required to submit the below-given documents/details:

  • PAN Card Details
  • Personal Details
  • Address Proof Documents -  Aadhar Card/ Passport/ Utility Bills/ Rental Agreement/ Passport
  • Identity Proof Documents -  Aadhar Card/ Passport/ Driving License/ Utility Bill/ Rental Agreement
  • Bank Account Details
  • Nominee & FATCA Declarations

Note: If you are an existing investor, you only need to submit a few personal and bank account details to start investing instantly.

Get your latest Credit Score, FREE

Frequently Asked Questions (FAQs)

What is an ITI mutual fund?

An ITI Mutual Fund is a mutual fund investment scheme offered by the Investment Trust of India Limited. The AMC offers debt, equity, and hybrid mutual fund investment options.

Who is the owner of the ITI mutual fund?

ITI Mutual Fund is promoted by the Investment Trust of India Limited, which owns the Franklin Templeton Mutual Fund company.

Is the ITI Long-Term Equity Fund good?

The ITI Long Term Equity Fund is a truly diverse fund with the flexibility to move across market capitalisation segments. This also has a low lock-in period of 3 years, which is the lowest among other Section 80C-backed investments.

Which ITI Mutual Fund scheme is the best?

ITI Long Term Equity Fund shows the ability to deliver returns on par with other schemes in its category. It shows an excellent ability to hold losses in a failing market.

Is ITI Mutual Fund investment safe?

ITI has one of the most well-equipped and trained equities, credit research teams, and investment experts. ITI employs a unique investment strategy that is well-placed to gain returns in the long run.

Is ITI mutual fund tax-free?

Any investment in an ITI ELSS mutual fund is applicable for tax deduction up to a limit of Rs. 1,50,00 in a financial year as per Section 80C of the Income Tax Act.

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money