ITI Business Cycle Fund
Get the latest NAV of ITI Business Cycle Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹9.76
1D
NAV as on 06 Apr 2026
/per year
Since Inception
▲▼
32 people have invested ₹ 1.7L in ITI Business Cycle Fund in the last three months
ITI Business Cycle Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (06-Apr-26)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
ITI Business Cycle Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
ITI Business Cycle Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | -- |
Benchmark | Nifty 500 TRI Index |
| AUM | -- |
| Inception Date | 9 March, 2026 |
| Min Lumpsum/SIP | ₹5,000/₹500 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk | Very High Risk |
About ITI Business Cycle Fund
ITI Business Cycle Fund is an equity fund. This fund was started on 9 March, 2026. The fund is managed by Nilay Dalal, Alok Ranjan, Rajesh Bhatia. The fund could potentially beat inflation in the long-run.
Key Parameters
- ITI Business Cycle Fund has ₹0 Cr worth of assets under management (AUM) as on Apr 2026 and is more than category average.
- The fund has an expense ratio 0.
Returns
ITI Business Cycle Fund has given a CAGR return of -3.05% since inception.
Holdings
ITI Business Cycle Fund has allocated its funds majorly in . Its top holdings are
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of ITI Business Cycle Fund
The Investment objective of the Scheme is to generate long-term capital appreciation by investing predominantly in equity and equity related securities through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. ITI Business Cycle Fund has no lock in period.
Fund Manager
Nilay Dalal
Fund Manager of ITI Business Cycle Fund, since 9 March 2026
Alok Ranjan
Fund Manager of ITI Business Cycle Fund, since 9 March 2026
Rajesh Bhatia
Fund Manager of ITI Business Cycle Fund, since 9 March 2026
Frequently Asked Questions for ITI Business Cycle Fund
How do I invest in ITI Business Cycle Fund?
- Download the INDmoney app.
- Search for ‘ITI Business Cycle Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.