ITI Mutual Fund

ITI Multi Asset Allocation Fund- Regular Plan- IDCW Option

ITI Mutual Fund

Expense Ratio: -
Risk: -
Hybrid Schemes - Multi Asset Allocation Fund
Plan: Regular
Benchmark: -
Inception: 17-08-2026
Exit Load: Nil
Fund Size:-

Performance

1Y
FundN/A
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund-2.29%
Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

No available Data

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ITI Mutual Fund
NAV / Fund Size₹30.01₹2,795.70 Cr
Small Cap FundVery High RiskEquity

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ITI Mutual Fund
NAV / Fund Size₹1,365.26₹24.71 Cr
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5.03%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI07 Oct, 2650004947-1.1%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI10 Sep, 261 L.97713-2.3%N/A

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
₹
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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