ITI Bharat Consumption Fund

AMC: ITI Moderate Risk Equity Sectoral/Thematic

📊 Quick Summary Of This Page

ITI Bharat Consumption Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
2.10%
Expense Ratio
Mr. Dhimant Shah
Fund Manager
Growth
Plan Type
06 Feb 2025
Launch Date
0.5%
0.50% if redeemed or switched out on or before completion of 3 months from the date of allotment of units Nil, if redeemed or switched out after completion of 3 months from the date of allotment of units.
Exit Load
NAV Momentum
Fund Analysis

ITI Bharat Consumption Fund does not yet have a 5-year performance history.

The average return for Sectoral/Thematic funds is 77.59% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 10.46% -0.11%
2 Year Return N/A 12.90%
3 Year Return N/A 41.33%
4 Year Return N/A 59.19%
5 Year Return N/A 77.59%
6 Year Return N/A 118.07%
7 Year Return N/A 140.00%
Expense Ratio 2.10% -
NAV History
Fund Information

AMC: ITI

Category: Equity • Sectoral/Thematic

Launch Date: 06 Feb 2025

Fund Manager: Mr. Dhimant Shah

Minimum Purchase: ₹5,000

Exit Load: 0.50% if redeemed or switched out on or before completion of 3 months from the date of allotment of units Nil, if redeemed or switched out after completion of 3 months from the date of allotment of units.

Lock-in: 0

Risk: Moderate Risk

About This Fund

ITI Bharat Consumption Fund is managed by ITI and belongs to the Equity category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

ITI Bharat Consumption Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of ITI Bharat Consumption Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

ITI Bharat Consumption Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in ITI Bharat Consumption Fund, based on the latest portfolio data.

ITI Bharat Consumption Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of ITI Bharat Consumption Fund is , which represents the annual cost charged for managing the fund.

ITI Bharat Consumption Fund manages assets worth approximately , representing the total investor capital under management.

ITI Bharat Consumption Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

ITI Bharat Consumption Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, ITI Bharat Consumption Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

ITI Bharat Consumption Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing ITI Bharat Consumption Fund and making investment decisions.

Yes, ITI Bharat Consumption Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

ITI Bharat Consumption Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of ITI Bharat Consumption Fund to estimate returns and wealth creation over different time periods.