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Top ITI Mutual Funds - SIP Schemes, Performance, Returns 2025

ITI Mutual Funds operates under the ITI Group and has been growing its presence in India's mutual fund space. As of 2025, it manages assets worth over ₹7,000 cr and provides various options across equity, debt, and hybrid categories. The fund house relies on research-driven strategies and keeps costs reasonable for investors.

Top ITI Mutual Funds in 2025

Top ITI Mutual Funds in India (2025)

Here's the list of top ITI mutual funds across equity, debt, hybrid funds offered by ITI Asset Management Ltd.

Created by

@82600328260032

Showing 1 - 19 of 19 results

last updated at 11:00 PM IST 
NameMFs (19)Sub CategorySub CategoryPlanPlanAUMAUMAMCAMCNAVNAVAbsolute Returns - 3MAbsolute Ret. - 3MAbsolute Returns - 1YAbsolute Ret. - 1YCAGR 3YCAGR 3YExpense RatioExpense RatioExit LoadExit LoadVolatilityVolatilitySharpe RatioSharpe Ratio
1.ITI Small Cap Fund
ITI Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
2,835.18
2,835.18
ITI Asset Management Limited
ITI Asset Management Limited
2.98
2.98
6.79
6.79
28.36
28.36
0.22
0.22
0.50
0.50
19.93
19.93
0.22
0.22
2.ITI Multi-Cap Fund
ITI Multi-Cap Fund
Multi Cap Fund
Multi Cap Fund
Growth
Growth
1,325.85
1,325.85
ITI Asset Management Limited
ITI Asset Management Limited
4.48
4.48
7.35
7.35
21.17
21.17
0.59
0.59
0.50
0.50
15.97
15.97
0.27
0.27
3.ITI Mid Cap Fund
ITI Mid Cap Fund
Mid Cap Fund
Mid Cap Fund
Growth
Growth
1,290.01
1,290.01
ITI Asset Management Limited
ITI Asset Management Limited
5.63
5.63
8.73
8.73
25.22
25.22
0.51
0.51
0.50
0.50
17.49
17.49
0.36
0.36
4.ITI Flexi Cap Fund
ITI Flexi Cap Fund
Flexi Cap Fund
Flexi Cap Fund
Growth
Growth
1,283.42
1,283.42
ITI Asset Management Limited
ITI Asset Management Limited
4.82
4.82
7.13
7.13
-
-
0.59
0.59
0.50
0.50
15.93
15.93
0.26
0.26
5.ITI Large & Mid Cap Fund
ITI Large & Mid Cap Fund
Large & Mid Cap Fund
Large & Mid Cap Fund
Growth
Growth
901.34
901.34
ITI Asset Management Limited
ITI Asset Management Limited
4.89
4.89
6.08
6.08
-
-
0.57
0.57
0.50
0.50
17.34
17.34
0.19
0.19
6.ITI Focused Fund
ITI Focused Fund
Focused Fund
Focused Fund
Growth
Growth
560.18
560.18
ITI Asset Management Limited
ITI Asset Management Limited
4.92
4.92
12.10
12.10
-
-
0.29
0.29
0.50
0.50
15.52
15.52
0.56
0.56
7.ITI Large Cap Fund
ITI Large Cap Fund
Large Cap Fund
Large Cap Fund
Growth
Growth
535.61
535.61
ITI Asset Management Limited
ITI Asset Management Limited
4.78
4.78
8.15
8.15
15.38
15.38
0.52
0.52
0.50
0.50
14.53
14.53
0.33
0.33
8.ITI ELSS Tax Saver Fund
ITI ELSS Tax Saver Fund
Equity Linked Savings Scheme (ELSS)
Equity Linked Savings Scheme (ELSS)
Growth
Growth
445.70
445.70
ITI Asset Management Limited
ITI Asset Management Limited
7.01
7.01
9.72
9.72
22.20
22.20
0.31
0.31
-
-
17.77
17.77
0.37
0.37
9.ITI Balanced Advantage Fund
ITI Balanced Advantage Fund
Balanced Advantage Fund
Balanced Advantage Fund
Growth
Growth
400.05
400.05
ITI Asset Management Limited
ITI Asset Management Limited
3.78
3.78
7.48
7.48
13.38
13.38
0.63
0.63
0.50
0.50
7.84
7.84
0.39
0.39
10.ITI Value Fund
ITI Value Fund
Value Fund
Value Fund
Growth
Growth
346.17
346.17
ITI Asset Management Limited
ITI Asset Management Limited
6.19
6.19
6.52
6.52
19.99
19.99
0.57
0.57
0.50
0.50
16.10
16.10
0.22
0.22
11.ITI Bharat Consumption Fund
ITI Bharat Consumption Fund
Sectoral Fund - Consumption
Sectoral Fund - Consumption
Growth
Growth
339.70
339.70
ITI Asset Management Limited
ITI Asset Management Limited
3.58
3.58
-
-
-
-
0.50
0.50
0.50
0.50
11.57
11.57
1.72
1.72
12.ITI Banking & Financial Services Fund
ITI Banking & Financial Services Fund
Sectoral Fund - Banks & Financial Services
Sectoral Fund - Banks & Financial Services
Growth
Growth
333.18
333.18
ITI Asset Management Limited
ITI Asset Management Limited
8.69
8.69
23.19
23.19
15.74
15.74
0.40
0.40
0.50
0.50
13.73
13.73
1.28
1.28
13.ITI Pharma & Healthcare Fund
ITI Pharma & Healthcare Fund
Sectoral Fund - Pharma & Health Care
Sectoral Fund - Pharma & Health Care
Growth
Growth
232.83
232.83
ITI Asset Management Limited
ITI Asset Management Limited
-0.06
-0.06
0.56
0.56
21.34
21.34
0.47
0.47
0.50
0.50
15.97
15.97
-0.15
-0.15
14.ITI Ultra Short Duration Fund
ITI Ultra Short Duration Fund
Ultra Short Duration Fund
Ultra Short Duration Fund
Growth
Growth
183.58
183.58
ITI Asset Management Limited
ITI Asset Management Limited
1.54
1.54
7.12
7.12
7.25
7.25
0.13
0.13
-
-
0.34
0.34
8.97
8.97
15.ITI Dynamic Bond Fund
ITI Dynamic Bond Fund
Dynamic Bond Fund
Dynamic Bond Fund
Growth
Growth
116.95
116.95
ITI Asset Management Limited
ITI Asset Management Limited
0.44
0.44
5.89
5.89
7.36
7.36
0.15
0.15
-
-
2.27
2.27
0.89
0.89
16.ITI Liquid Fund
ITI Liquid Fund
Liquid Fund
Liquid Fund
Growth
Growth
66.35
66.35
ITI Asset Management Limited
ITI Asset Management Limited
1.44
1.44
6.67
6.67
6.85
6.85
0.09
0.09
0.01
0.01
0.10
0.10
3.06
3.06
17.ITI Arbitrage Fund
ITI Arbitrage Fund
Arbitrage Fund
Arbitrage Fund
Growth
Growth
47.01
47.01
ITI Asset Management Limited
ITI Asset Management Limited
1.48
1.48
7.11
7.11
7.41
7.41
0.21
0.21
0.25
0.25
0.95
0.95
3.07
3.07
18.ITI Banking & PSU Debt Fund
ITI Banking & PSU Debt Fund
Banking & PSU Fund
Banking & PSU Fund
Growth
Growth
36.44
36.44
ITI Asset Management Limited
ITI Asset Management Limited
1.49
1.49
7.96
7.96
7.67
7.67
0.15
0.15
-
-
0.84
0.84
4.67
4.67
19.ITI Overnight Fund
ITI Overnight Fund
Overnight Fund
Overnight Fund
Growth
Growth
11.49
11.49
ITI Asset Management Limited
ITI Asset Management Limited
1.31
1.31
5.77
5.77
6.23
6.23
0.08
0.08
-
-
0.03
0.03
-10.75
-10.75

Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.

Selection criteria: AMC: AMC: ITI Asset Management Limited | AUM: Sorted from Highest to Lowest

What are ITI Mutual Funds?

ITI Mutual Funds are investment schemes run by ITI Asset Management Company, which operates under the ITI Group. These funds collect money from various investors and put it into different asset classes, equities (stocks), debt (bonds), and hybrid instruments, based on what each fund is designed to do. Professional fund managers handle each ITI Mutual Fund, working to deliver returns that match the fund's objectives, whether that's growing your capital, generating regular income, or preserving wealth over time.

Key Information About ITI Asset Management Limited

Here are the key details about ITI Asset Management Limited-

Category Details
Company Name ITI Asset Management Pvt Ltd
Incorporation Date 10th January 2008
AMC Setup Date 14th May 2018
Sponsor(s) The Investment Trust of India Ltd. and ITI Credit Limited
CEO Mr. Hitesh Thakkar (Acting)
CIO Mr. Rajesh Bhatia
AUM (Assets Under Management) ₹10,487.5 cr (as of August 2025)
Number of Schemes 19
Employee Strength Approximately 196 employees across 29 branches

Types of Funds Offered by ITI Mutual Funds

ITI Equity Funds

ITI Mutual Fund actually has quite a broad spectrum of equity funds. Fundamentally, these are schemes that focus their capital primarily on buying stocks. What's neat is how they cover all the bases: from large-cap stocks, which tend to be more stable, all the way to mid-cap and small-cap stocks that offer bigger growth potential. The AMC, ITI, currently manages 12 different equity fund schemes.

ITI Debt Funds

Then you have ITI Asset Management Limited and its range of debt funds. The goal here is to invest in fixed-income securities, which include assets such as money market instruments, corporate bonds, and government bonds. They have 5 debt fund schemes available, which is a perfect fit for anyone seeking more predictable, stable returns mainly driven by fixed-income investments.

ITI Hybrid Funds

ITI’s hybrid funds mix both equities and fixed-income assets, which is a classic way to balance risk and return. The firm offers 2 hybrid fund schemes, providing a neat, ready-made portfolio that features a mix of debt and equity.

ITI Specialised Investment Funds (SIFs)

ITI Mutual Fund offers its specialised investment funds. These funds are purpose-built to address very specific investor demands. They focus on unique market niches, using a combination of fixed-income and equity strategies to get targeted exposure.

Overview Top ITI Mutual Fund Schemes

ITI Small Cap Fund

ITI Small Cap Fund invests in small-cap stocks that they believe have major growth potential. The idea is to chase after smaller, emerging businesses that are well-positioned for future market opportunities. The fund aims for higher returns over the long run, but investors must remember this category usually involves higher volatility.

ITI Multi-Cap Fund

ITI Multi-Cap Fund is designed to invest across the board: large-cap, mid-cap, and small-cap stocks. This gives you a diversified spread over various market segments. The fund is essentially trying to get the best of both worlds—the security of large companies plus the dynamic growth you see in the mid and small-cap spaces.

ITI Mid Cap Fund

ITI Mid Cap Fund puts its energy squarely into mid-cap stocks. It’s trying to capture the growth spurt in companies that are really ready for expansion. Think of it as investing in businesses with the clear potential to mature and become large-cap players down the road.

ITI Flexi Cap Fund

ITI Flexi Cap Fund is all about flexibility. It offers exposure to a mix of large, mid-cap, and small-cap stocks. The manager can adjust the fund's asset allocation based on what the market is doing, allowing it to quickly adapt to new opportunities and changing market dynamics.

ITI Large & Mid Cap Fund

ITI Large & Mid Cap Fund invests specifically in both large-cap and mid-cap stocks. The goal here is simple: strike a balance between stability (from large caps) and growth potential (from mid caps), targeting established companies right alongside those that are primed for significant expansion.

How to Invest in ITI Mutual Funds?

Here’s how you can identify and invest in top ITI Mutual Funds with Tickertape Mutual Fund Screener -

  1. Launch Tickertape Mutual Fund Screener.
  2. Add a filter “AMC” and select “ITI Asset Management Ltd”.
  3. Sort out the top ITI mutual funds based on over 50 fundamental and technical filters.
  4. After identifying the ITI mutual funds, that align with your investment thesis, click on “Place Order” to invest the ITI mutual funds.

With Tickertape Mutual Fund Screener, you can invest ‘lumpsum’ or start a ‘SIP’ in ITI mutual funds. Moreover, by connecting your portfolio , you can do a deep analysis of your portfolio and assess its performance.

Top ITI Mutual Fund Managers

Jatinder Pal Singh

Mr Jatinder Pal Singh brings over 25 years of experience in the mutual fund industry. Before joining ITI AMC, he held significant roles at Mahindra Manulife Investment Management and Morgan Stanley Investment Management, where he focused on sales and distribution strategies.

Rajesh Bhatia

Rajesh Bhatia leads the investment strategies at ITI AMC. He has a rich background in fund management and has been instrumental in shaping the company's investment philosophy.

Dhimant Shah

Dhimant Shah manages multiple equity schemes at ITI AMC. He focuses on identifying scalable companies with strong financials and credible management teams.

Rohan Korde

Rohan Korde co-manages several equity funds at ITI AMC. He collaborates with other fund managers to implement investment strategies across various equity schemes.

Vikrant Mehta

Vikrant Mehta oversees the fixed income portfolio at ITI AMC. He is responsible for managing debt-oriented schemes, focusing on optimising returns while managing risk.

Risks Associated with ITI Mutual Funds

Market Fluctuations

ITI Mutual Fund’s equity schemes move in line with stock market performance. When markets fall, the fund’s value can drop, which affects returns. Investors with a longer investment period usually benefit by staying invested during volatile times.

Credit Risk

ITI Mutual Fund’s debt schemes invest in bonds issued by companies and government bodies. If an issuer fails to repay on time, it can reduce the fund’s value. ITI AMC manages this risk through strict credit checks, though defaults can still happen.

Interest Rate Risk

The value of ITI debt funds changes with interest rate movements. When interest rates rise, bond prices fall, reducing portfolio value. When rates fall, bond prices increase and boost returns. Investors in these funds should track rate trends.

Liquidity Issues

Some ITI schemes invest in assets that are not easy to sell quickly. During uncertain market conditions, it may take longer to redeem investments or may lead to lower sale prices. ITI AMC manages this by maintaining balanced portfolios and following SEBI’s liquidity rules.

Fund Manager’s Impact

Fund managers play a key role in how ITI Mutual Fund schemes perform. Changes in fund managers or investment strategies can affect results. ITI AMC’s experienced investment team uses a research-based process to maintain consistency across funds.

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Factors to Consider Before Investing in ITI Mutual Funds

Investment Goals

ITI Mutual Fund offers different schemes to match various goals such as long-term capital growth, regular income, or tax savings. Choose a scheme that aligns with your financial objective.

Risk Tolerance

Each ITI Mutual Fund scheme carries a specific level of risk. Equity funds fluctuate more, while debt and hybrid funds stay relatively stable. Pick a fund based on how much risk you can handle.

Fund Performance

Review how ITI Mutual Fund schemes have performed in different market conditions. Past results show how a fund handled ups and downs, though they don’t guarantee future returns.

Expense Ratio

Every ITI Mutual Fund scheme has an expense ratio that shows the annual cost of managing the fund. A lower expense ratio can help improve long-term returns by reducing overall costs.

Fund Manager Expertise

ITI AMC’s fund managers have experience across equity, debt, and hybrid strategies. Checking their track record and style helps you understand how each scheme is managed.

Investment Horizon

Different ITI schemes fit different timeframes. Equity funds work better for long-term goals since they can handle short-term volatility. Debt funds are suitable for short- to medium-term goals where stability and liquidity matter more.

Documents Required to Invest in ITI Mutual Fund

Here are a few documents you may require to invest in ITI Mutual Funds

  1. Know Your Customer (KYC) Compliance
  2. Common Application Form
  3. Proof of Identity (PoI)
  4. Proof of Address (PoA)
  5. Proof of Bank Account
  6. Additional Documents for Specific Categories (e.g., Non-Individuals, HUF, Partnership Firms)
  7. NRI Investors: Overseas Address Proof, Bank Account Proof, FIRC/Banker’s Certificate

Note: For latest details visit ITI’s official AMC website.



Conclusion

ITI Mutual Funds offers a broad suite of schemes, covering equity, debt, and hybrid categories, to suit diverse financial strategies. The discerning investor must first determine their risk tolerance and investment objectives. To assist in this crucial due diligence, research aids such as the Tickertape Mutual Fund Screener are available for independent analysis. You can utilise the 50+ available filters to conduct technical or fundamental analysis.

Frequently Asked Questions on ITI Mutual Funds

  1. How to start an ITI mutual fund SIP online?

    Here’s how you can start a SIP in ITI Mutual Funds,

    1. Launch Tickertape Mutual Fund Screener.
    2. Select the ITI Mutual Funds that aligns with your investment goals.
    3. Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK”

    Your order will be placed.

  2. How to calculate ITI mutual fund returns?

    Here’s how you can calculate returns on your ITI mutual fund investement -
    Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100

    With this formula you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get latest data on the ITI mutual fund’s performance.

  3. Does ITI offer tax-free mutual fund schemes?

    ITI offers tax-saving options, particularly through its Equity Linked Savings Scheme (ELSS). While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act.

    Disclaimer: You can check the latest information about ITI ELSS funds on Tickertape Mutual Fund Screener.

  4. How do I cancel/stop ITI mutual fund SIP?

    To cancel ITI mutual fund SIP, please refer to the official website.

    Disclaimer: Please do your own research or consult your financial advisor before making financial decision.

  5. How to withdraw money from ITI mutual funds?

    Here’s how to withdraw/redeem from ITI mutual fund on Tickertape Mutual Fund Screener -

    1. Step 1 - Select the ITI mutual fund you want to redeem
    2. Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login.
    3. Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
    4. Step 4 - Find the ITI mutual fund you want to withdraw under “Mutual Funds” section (or “My Investments”),
    5. Step 5 - Tap on the mutual fund name to open its details page.
    6. Step 6 - Choose the ‘Redeem’ option. It will start the withdrawal process.
    7. Step 7 - Select withdrawal type - By Amount, By Units, or Full Redemption.
    8. Step 8 - Confirm your bank account details.
    9. Step 9 - Tap on ‘Redeem’ / ‘Confirm’ to confirm redemption.

  6. What are the redemption charges of the ITI mutual funds?

    ITI mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on Tickertape Mutual Fund Screener.

  7. Which are the top-performing funds of ITI mutual funds?

    Here are the top ITI mutual funds based on their 5Y CAGR:

    1. ITI Small Cap Fund
    2. ITI ELSS Tax Saver Fund
    3. ITI Multi-Cap Fund
    4. ITI Balanced Advantage Fund
    5. ITI Arbitrage Fund

    Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

  8. How to increase the SIP amount in ITI mutual funds?

    You can do it from your broker account or from ITI mutual fund official website.

  9. How to choose the best ITI Mutual Funds before investing?

    Here’s how to choose the best ITI mutual fund for investing -

    1. Assess your risk tolerance.
    2. Analyse the fund’s performance on Tickertape Mutual Fund Screener.
    3. Compare the expense ratio.
    4. Evaluate portfolio diversification across sectors, market caps, and asset classes.
    5. Understand tax implications as equity and debt funds are taxed differently.
    6. Check for exit load and lock-in period.


    Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.