Established in 2018, ITI Mutual Fund aims to provide top-notch investment solutions to help investors achieve long-term wealth generation. With a focus on thoughtful, investor-centric strategies, the fund house is supported by a highly experienced team of researchers and investment managers. ITI AMC boasts one of the best teams in equity and credit research, along with a unique investment philosophy designed to generate long-term returns. As a recent entrant, ITI Mutual Fund offers products that enable investors to take advantage of India’s evolving economy. The fund is promoted by the Investment Trust of India Ltd. and operates 29 branches across the country, with over 196 employees. ITI Mutual Fund is part of the ITI Group, a growing conglomerate that provides a range of financial services, including equity research, broking, investment banking, asset-based lending, and alternative investment funds. As of now, the AMC manages assets worth ₹6,396.15 crore.
Fund Name
Rating
1Y Return
3Y Return
Fund Size (in Cr)
ITI Small Cap Fund Direct Growth
5
33.94%
26.82%
₹2438.95 Cr
ITI Mid Cap Fund Direct Growth
4
29.81%
25.11%
₹1133.44 Cr
ITI Pharma and Healthcare Fund Direct Growth
NA
39.88%
22.59%
₹217.92 Cr
ITI Multi Cap Fund Direct Growth
3
20.25%
21.43%
₹1381.80 Cr
ITI Value Fund Direct Growth
4
18.83%
21.19%
₹311.43 Cr
ITI ELSS Tax Saver Fund Direct Growth
4
20.00%
20.84%
₹398.64 Cr
ITI Large Cap Fund Direct Growth
4
15.91%
13.78%
₹376.92 Cr
ITI Banking and Financial Services Fund Direct Growth
2
7.87%
12.11%
₹271.75 Cr
ITI Balanced Advantage Fund Direct Growth
2
13.89%
10.77%
₹388.43 Cr
ITI Dynamic Bond Fund Direct Growth
4
10.23%
7.26%
₹53.13 Cr
ITI Banking & PSU Fund Direct Gr
4
8.38%
6.67%
₹30.02 Cr
ITI Ultra Short Duration Fund Direct Growth
4
7.50%
6.46%
₹216.46 Cr
ITI Liquid Fund Direct Growth
NA
7.11%
6.26%
₹51.88 Cr
ITI Arbitrage Fund Direct Growth
NA
8.07%
6.16%
₹37.55 Cr
ITI Overnight Fund Direct Growth
NA
6.49%
5.88%
₹16.51 Cr
ITI Flexi Cap Fund Direct Growth
NA
26.29%
-
₹1287.64 Cr
ITI Large & Mid Cap Fund Direct Payout Inc Dist cum Cap Wdrl
NA
-
-
₹828.80 Cr
ITI Focused Equity Fund Direct Growth
NA
25.36%
-
₹508.96 Cr
ITI Large & Mid Cap Fund Direct Reinvestment Inc Dist cum Cap Wdrl
NA
-
-
₹828.80 Cr
ITI Large & Mid Cap Fund Direct Growth
NA
-
-
₹828.80 Cr
Mutual fund name
ITI Mutual Fund
Asset Management Company Name
ITI Asset Management Limited
AMC Setup Date
14-May-2018
AMC Incorporation Date
10-Jan-2008
Sponsor Name
The Investment Trust of India Ltd. and ITI Credit Limited
Trustee Organisation
ITI Mutual Fund Trustee Private Limited
CIO
Mr. Rajesh Bhatia
MD & CEO
Mr. Hitesh Thakkar (Acting CEO)
Compliance Officer
Mr. Vikas Pandya
To invest in iti mutual funds Mutual Funds through the Lemonn App, you can follow these general steps:
Step 1 : Download the Lemonn App
If you haven't already, download the Lemonn App from the Google Play Store or Apple App Store.
Step 2 : Sign up / Log in
Sign up by providing your phone number and completing the basic registration process.
If you already have an account, simply log in.
Step 3 : Complete KYC
Before investing, ensure your KYC (Know Your Customer) verification is complete. Most mutual fund apps will guide you through this. You’ll need PAN, Aadhaar, and other necessary details.
Step 4 : Search for iti mutual funds Mutual Funds
Once your KYC is done, search for the iti mutual funds Mutual Fund schemes you're interested in by using the search bar.
Step 5 : Choose a Scheme
You will see a list of various funds under iti mutual funds. Explore the options, check their performance, risk profile, and investment objectives.
Choose a scheme that aligns with your investment goals (e.g., equity, debt, hybrid funds).
Step 6 : Decide on the Investment Amount
You can either make a lump sum investment or set up a SIP (Systematic Investment Plan) to invest a fixed amount periodically.
Step 7 : Confirm the Investment
Enter the amount you wish to invest.
Review the details and confirm the payment method (Net Banking, UPI, etc.).
After making the payment, you will receive a confirmation of your investment.
Step 8 : Track Your Investment
You can track the performance of your iti mutual funds Mutual Funds on the Lemonn App dashboard. It will show NAV, returns, and other key details.
If you need any assistance, the Lemonn App usually has customer support or chat options to help. Keep an eye on expenses like entry/exit loads and expense ratios to optimize returns!
Vikrant Mehta
Mr. Vikrant Mehta joined ITI Asset Management Ltd. in January 2021, bringing over 25 years of deep expertise in fixed income markets. Before this role, he served as Head of Fixed Income at Indiabulls Asset Management Co. Ltd., where he managed a range of fixed-income products with notable success. His prior experience includes over a decade at PineBridge Investments, first as Head of Fixed Income and later as an Asia sovereign analyst. Additionally, Vikrant has held senior roles at NVS Brokerage Pvt. Ltd. and JM Morgan Stanley Fixed Income Securities Pvt. Ltd. He holds a master’s degree in engineering from Kiev Polytechnical Institute, Ukraine, and is also a Chartered Financial Analyst (CFA) from ICFAI.
Mr Rohan Korde
He holds a Master’s in Management Studies (Finance) and a Bachelor’s degree in Commerce. Before joining ITI Mutual Fund, he served as Vice President at BOB Capital Markets.
Mr Dhimant Shah
He holds a B.Com degree and is a qualified ACA, with over 25 years of experience in the stock market. Prior to joining ITI Mutual Fund, he worked with prominent firms such as Reliance Capital Asset Management Ltd., UTI Asset Management Company Ltd., HSBC Asset Management (India) Pvt. Ltd., and ASK Raymond James Securities Pvt. Ltd.
Mr Vishal Jajoo
He holds an MBA in Investments, is a Chartered Accountant, and has a PGDM in Finance. Before joining ITI Mutual Fund, he was associated with Tata Investment Corporation Ltd.
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1.Should I invest in a ITI Mutual fund scheme?
2.How to Start a ITI Mutual Fund SIP online?
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