ITI Mutual Fund
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ITI Mutual Fund

ITI Mutual Fund was established in 2018 by ITI Asset Management Limited, a subsidiary of The Investment Trust of India Limited (ITI). The Investment Trust of India was founded in 2008 and it was the company that promoted Pioneer ITI Mutual Fund, the first private sector mutual fund in India. In 2002, Franklin Templeton acquired Pioneer ITI Mutual Fund.ITI Group of Companies is a business group offering various financial services like equity broking, investment banking, asset-based lending, alternative investment funds, etc.ITI Mutual Fund offers schemes in various categories such as equity, hybrid, debt, tax saver etc. The AMC manages an Average AUM of Rs. 7400.60 Cr as of June 2024.

List of All ITI Mutual Fund

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Details of ITI Mutual Fund

Founding DateMay 14, 2018
AddressITI House, 36, R K Shirodkar Marg, Parel Mumbai - 400 012
Emailmfassist@itiorg.com
Telephone022-69153500

Documents Required to Invest

To invest in ITI Mutual Fund schemes, there is no physical documentation required. You need to upload the following KYC documents online:

  • Proof of Identity (PAN, Aadhaar)
  • Proof of Address (Aadhaar)

How to Invest in ITI Mutual Fund

Step 1: Download the Rupeezy App if you do not have an account.

Step 2: If you are a first-time user, you need to submit your KYC documents like PAN, Aadhaar, add personal details, and complete the account verification.

Step 3: Select ITI Mutual Fund and review the scheme list in each category.

Step 4: Assess the funds' performance and risk parameters.

Step 5: Select the appropriate category as per your financial goal and risk appetite.

Step 6: Compare the selected fund with other funds in its category using Smart Explore on a visual graph.

Step 7: Check fund portfolio overlap among all funds in your portfolio. Check the fund impact on your overall portfolio with the Impact Analysis feature.

Step 8: Select the fund, add lumpsum, or SIP, and set up payment with UPI or net banking.

ITI Mutual Fund FAQs

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