ITI Business Cycle Fund- Direct Plan- Growth

ITI Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —

AUM (all plans)

105 cr

TER direct / regular

1.66% / 3.42%

CAGR (full)

22.2%

Sharpe (full)

1.59

Sharpe (bull ≤Sep-24)

—

Sharpe (sideways Oct-24→)

1.59

Max drawdown

-0.2%

Months of data

Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

Drawdown

Fiscal-year record

FY	Return	vs category	Sharpe	months
FY22	—	—	—	0
FY23	—	—	—	0
FY24	—	—	—	0
FY25	—	—	—	0
FY26	—	—	—	0
FY27*	10.5%	-0.7%	1.59	6

Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year
2026				+6.8	+0.6	+1.3	-0.1	+1.9	-0.2				+10.5

Quarterly average AUM & estimated net flows

Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.

Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-10-03 07:25Z · data through Sep 2026 · leaderboard · PMS leaderboard

Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.