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ITI Long Term Equity Fund

Growth
EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 93 Cr
Very High RiskPrinciple investment will be at very high risk
15.000.06 (+0.38%)

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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Insufficient Data

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Insufficient Data

Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 93 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio
0.38
No LabelNo Label
15.31
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2.79
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1.19
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16.10
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2.74

About Equity Linked Savings Scheme (ELSS)

Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.

Scheme Info

PlanPlan
Growth
Lock inLock in
3 yrs
Exit LoadExit Load
0.00%
Nil
Min. SIPMin. SIP
₹ 500
Min. LumpsumMin. Lumpsum
₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
NIFTY 500 - TRI

Tax Implications

Investment period > 3 years

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Invested

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Returns (0%)

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Tax (undefined%)
Returns can't be withdrawn/realised during the lock-in period. Tax is only applicable on realised gains.

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You make

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AMC profile

ITI Asset Management Holding Ltd. operates as a buy-side intermediation, advisory and asset management business in Emerging and Global Markets. It provides clients access to alternative investments, ETFs and other products of a different risk levels and investment horizons.

  • No.of Schemes

    13

  • Total AUM

    ₹ 1,742.64 Cr.