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

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.
Showing 1 - 19 of 19 results
| NameMFs (19)↓ | ↓Sub CategorySub Category↓ | ↓PlanPlan↓ | ↓AUMAUM↓ | ↓AMCAMC↓ | ↓NAVNAV↓ | ↓Absolute Returns - 3MAbsolute Ret. - 3M↓ | ↓Absolute Returns - 1YAbsolute Ret. - 1Y↓ | ↓CAGR 3YCAGR 3Y↓ | ↓Expense RatioExpense Ratio↓ | ↓Exit LoadExit Load↓ | ↓VolatilityVolatility↓ | ↓Sharpe 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 | 31.27 31.27 | -0.11 -0.11 | -4.76 -4.76 | 25.96 25.96 | 0.22 0.22 | 0.50 0.50 | 19.73 19.73 | -0.40 -0.40 | |
| 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 | 27.16 27.16 | 3.27 3.27 | 0.04 0.04 | 19.98 19.98 | 0.59 0.59 | 0.50 0.50 | 15.81 15.81 | -0.20 -0.20 | |
| 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 | 23.91 23.91 | 5.79 5.79 | 1.34 1.34 | 24.36 24.36 | 0.51 0.51 | 0.50 0.50 | 17.35 17.35 | -0.09 -0.09 | |
| 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 | 19.11 19.11 | 3.84 3.84 | 0.11 0.11 | - - | 0.59 0.59 | 0.50 0.50 | 15.75 15.75 | -0.20 -0.20 | |
| 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 | 9.82 9.82 | 1.75 1.75 | -3.87 -3.87 | - - | 0.57 0.57 | 0.50 0.50 | 17.13 17.13 | -0.42 -0.42 | |
| 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 | 16.37 16.37 | 5.67 5.67 | 4.13 4.13 | - - | 0.29 0.29 | 0.50 0.50 | 15.23 15.23 | 0.06 0.06 | |
| 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 | 19.91 19.91 | 4.75 4.75 | 1.73 1.73 | 14.55 14.55 | 0.52 0.52 | 0.50 0.50 | 14.24 14.24 | -0.11 -0.11 | |
| 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 | 27.51 27.51 | 2.58 2.58 | -0.81 -0.81 | 20.47 20.47 | 0.31 0.31 | - - | 17.56 17.56 | -0.21 -0.21 | |
| 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 | 16.63 16.63 | 3.14 3.14 | 4.20 4.20 | 13.07 13.07 | 0.63 0.63 | 0.50 0.50 | 7.82 7.82 | 0.05 0.05 | |
| 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 | 18.61 18.61 | 5.86 5.86 | -0.60 -0.60 | 19.12 19.12 | 0.57 0.57 | 0.50 0.50 | 15.83 15.83 | -0.24 -0.24 | |
| 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 | 11.69 11.69 | -0.84 -0.84 | - - | - - | 0.50 0.50 | 0.50 0.50 | 11.28 11.28 | 1.56 1.56 | |
| 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 | 17.55 17.55 | 11.56 11.56 | 17.49 17.49 | 15.48 15.48 | 0.40 0.40 | 0.50 0.50 | 13.61 13.61 | 0.96 0.96 | |
| 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 | 17.41 17.41 | -0.70 -0.70 | -5.67 -5.67 | 20.65 20.65 | 0.47 0.47 | 0.50 0.50 | 15.70 15.70 | -0.55 -0.55 | |
| 14. | ITI Ultra Short Duration Fund ITI Ultra Short Duration Fund | Ultra Short Duration Fund Ultra Short Duration Fund | Growth Growth | 165.46 165.46 | ITI Asset Management Limited ITI Asset Management Limited | 1,314.53 1,314.53 | 1.55 1.55 | 7.07 7.07 | 7.24 7.24 | 0.13 0.13 | - - | 0.33 0.33 | 8.72 8.72 | |
| 15. | ITI Dynamic Bond Fund ITI Dynamic Bond Fund | Dynamic Bond Fund Dynamic Bond Fund | Growth Growth | 116.02 116.02 | ITI Asset Management Limited ITI Asset Management Limited | 13.21 13.21 | 1.04 1.04 | 5.09 5.09 | 7.27 7.27 | 0.15 0.15 | - - | 2.25 2.25 | 0.58 0.58 | |
| 16. | ITI Liquid Fund ITI Liquid Fund | Liquid Fund Liquid Fund | Growth Growth | 53.98 53.98 | ITI Asset Management Limited ITI Asset Management Limited | 1,406.65 1,406.65 | 1.44 1.44 | 6.62 6.62 | 6.84 6.84 | 0.09 0.09 | 0.01 0.01 | 0.10 0.10 | 2.68 2.68 | |
| 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 | 13.90 13.90 | 1.54 1.54 | 7.11 7.11 | 7.48 7.48 | 0.21 0.21 | 0.25 0.25 | 0.93 0.93 | 3.20 3.20 | |
| 18. | ITI Overnight Fund ITI Overnight Fund | Overnight Fund Overnight Fund | Growth Growth | 44.71 44.71 | ITI Asset Management Limited ITI Asset Management Limited | 1,342.48 1,342.48 | 1.30 1.30 | 5.70 5.70 | 6.22 6.22 | 0.08 0.08 | - - | 0.02 0.02 | -12.88 -12.88 | |
| 19. | ITI Banking & PSU Debt Fund ITI Banking & PSU Debt Fund | Banking & PSU Fund Banking & PSU Fund | Growth Growth | 37.19 37.19 | ITI Asset Management Limited ITI Asset Management Limited | 13.74 13.74 | 1.61 1.61 | 7.77 7.77 | 7.64 7.64 | 0.15 0.15 | - - | 0.85 0.85 | 4.31 4.31 |
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 -
- Launch Tickertape Mutual Fund Screener.
- Add a filter “AMC” and select “ITI Asset Management Ltd”.
- Sort out the top ITI mutual funds based on over 50 fundamental and technical filters.
- 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
Rajesh Bhatia
Dhimant Shah
Rohan Korde
Vikrant Mehta
Risks Associated with ITI Mutual Funds
Market Fluctuations
Credit Risk
Interest Rate Risk
Liquidity Issues
Fund Manager’s Impact
Receive real-time market alerts for timely decisions
Monitor your portfolio from the palm of your hands
Watchlist stocks and mutual funds to stay updated

Factors to Consider Before Investing in ITI Mutual Funds
Investment Goals
Risk Tolerance
Fund Performance
Expense Ratio
Fund Manager Expertise
Investment Horizon
Documents Required to Invest in ITI Mutual Fund
Here are a few documents you may require to invest in ITI Mutual Funds
- Know Your Customer (KYC) Compliance
- Common Application Form
- Proof of Identity (PoI)
- Proof of Address (PoA)
- Proof of Bank Account
- Additional Documents for Specific Categories (e.g., Non-Individuals, HUF, Partnership Firms)
- 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.
Popular Stock Collections
Popular Mutual Fund Collections
Frequently Asked Questions on ITI Mutual Funds
How to start an ITI mutual fund SIP online?
Here’s how you can start a SIP in ITI Mutual Funds,
- Launch Tickertape Mutual Fund Screener.
- Select the ITI Mutual Funds that aligns with your investment goals.
- Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK”
Your order will be placed.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.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.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.How to withdraw money from ITI mutual funds?
Here’s how to withdraw/redeem from ITI mutual fund on Tickertape Mutual Fund Screener -
- Step 1 - Select the ITI mutual fund you want to redeem
- 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.
- Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
- Step 4 - Find the ITI mutual fund you want to withdraw under “Mutual Funds” section (or “My Investments”),
- Step 5 - Tap on the mutual fund name to open its details page.
- Step 6 - Choose the ‘Redeem’ option. It will start the withdrawal process.
- Step 7 - Select withdrawal type - By Amount, By Units, or Full Redemption.
- Step 8 - Confirm your bank account details.
- Step 9 - Tap on ‘Redeem’ / ‘Confirm’ to confirm redemption.
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.Which are the top-performing funds of ITI mutual funds?
Here are the top ITI mutual funds based on their 5Y CAGR:
- ITI Small Cap Fund
- ITI ELSS Tax Saver Fund
- ITI Multi-Cap Fund
- ITI Balanced Advantage Fund
- ITI Arbitrage Fund
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.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.How to choose the best ITI Mutual Funds before investing?
Here’s how to choose the best ITI mutual fund for investing -
- Assess your risk tolerance.
- Analyse the fund’s performance on Tickertape Mutual Fund Screener.
- Compare the expense ratio.
- Evaluate portfolio diversification across sectors, market caps, and asset classes.
- Understand tax implications as equity and debt funds are taxed differently.
- 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.