ITI Bharat Consumption Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is BHARTI AIRTEL LTD with a portfolio weight of 6.97% .
The fund currently owns more than 55 stocks.
The top 10 holdings account for 41.59% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 13.32% | -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 | 0.66% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Communication Services |
6.97%
|
|
| 2 | E-Commerce/E-Retail |
5.57%
|
|
| 3 | Consumer Discretionary |
4.72%
|
|
| 4 | Consumer Discretionary |
4.57%
|
|
| 5 | Consumer Discretionary |
4.54%
|
|
| 6 | Consumer Staples |
3.91%
|
|
| 7 | Consumer Discretionary |
3.02%
|
|
| 8 | Food Processing & Packaging |
2.87%
|
|
| 9 | Consumer Staples |
2.76%
|
|
| 10 | Health Care |
2.66%
|
|
| 11 | Industrials |
2.61%
|
|
| 12 | Materials |
2.41%
|
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: 1
Risk: Moderate Risk
ITI Bharat Consumption Fund - Direct Plan 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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