Urban Money

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
Category
5Y Returns
AUM
(in Cr.)
Compare
equity
0%
₹232

Add to Compare

equity
0%
₹232

Add to Compare

equity
0%
₹232

Add to Compare

equity
0%
₹152

Add to Compare

equity
0%
₹152

Add to Compare

equity
0%
₹152

Add to Compare

equity
0%
₹140

Add to Compare

equity
0%
₹140

Add to Compare

equity
0%
₹140

Add to Compare

equity
0%
₹425

Add to Compare

hybrid
0%
₹29

Add to Compare

hybrid
0%
₹29

Add to Compare

hybrid
0%
₹29

Add to Compare

hybrid
0%
₹29

Add to Compare

hybrid
0%
₹29

Add to Compare

hybrid
0%
₹516

Add to Compare

hybrid
0%
₹516

Add to Compare

hybrid
0%
₹516

Add to Compare

hybrid
0%
₹6

Add to Compare

elss
0%
₹157

Add to Compare

elss
0%
₹157

Add to Compare

elss
0%
₹157

Add to Compare

elss
0%
₹157

Add to Compare

debt
0%
₹56

Add to Compare

debt
0%
₹56

Add to Compare

debt
0%
₹56

Add to Compare

debt
0%
₹56

Add to Compare

debt
0%
₹56

Add to Compare

debt
0%
₹56

Add to Compare

debt
0%
₹56

Add to Compare

debt
0%
₹56

Add to Compare

debt
0%
₹56

Add to Compare

debt
0%
₹135

Add to Compare

Result Showing 1-10 of 28 Mutual Funds

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

RK

Mr. Rohan KordeCo-Fund Manager

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).

Lets have a closer look

A mutual fund is a corporation that raises funds from multiple investors and invests the accumulated amount in stocks, bonds, short-term loans and correlated assets. The portfolio of a mutual fund is made up of all of the funds holdings

ITI Banking & Financial Services Fund - Growth - Direct Plan

ITI Asset Management Limited

5000

Min Investment Amt

232.64

AUM

0 %

5Y Returns

ITI Banking & Financial Services Fund - IDCW - Direct Plan

ITI Asset Management Limited

5000

Min Investment Amt

232.64

AUM

0 %

5Y Returns

ITI Banking & Financial Services Fund - Regular Plan - IDCW

ITI Asset Management Limited

5000

Min Investment Amt

232.64

AUM

0 %

5Y Returns

ITI Pharma & Healthcare Fund - Growth - Direct Plan

ITI Asset Management Limited

5000

Min Investment Amt

152.3

AUM

0 %

5Y Returns

ITI Pharma & Healthcare Fund - Regular Plan - IDCW

ITI Asset Management Limited

5000

Min Investment Amt

152.3

AUM

0 %

5Y Returns

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.