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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Equity
Debt
Hybrid
ELSS
Index
Fund Name
3Y Return
Risk
Cat. Avg
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Details of ITI Mutual Fund
Founding Date
January 10, 2008
Address
Email
mfassist@itiorg.com
Telephone
022-66214999
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
Ans. Ans: Yes, ITI Mutual Fund mutual fund schemes are considered safe investments. In India, all Asset Management Companies (AMC), including ITI Mutual Fund, are regulated by SEBI (Securities and Exchange Board of India) and AMFI (Association of Mutual Funds in India). The mutual fund industry operates under strict regulations to safeguard investors' interests. However, it's crucial for investors to conduct thorough research to ensure that the specific fund schemes align with their financial goals and risk tolerance.
Ans. Ans: ITI Mutual Fund Mutual Fund schemes are not tax free. Mutual fund capital gains are subject to capital gains tax. In the case of equity mutual funds, mutual fund units sold within a year of purchase will attract a 20% tax on profits. Gains from mutual funds held for more than a year are taxed at 12.5%. For debt funds, the debt fund units sold within three years will be taxed as per the income tax slab. For debt funds held for over three years, the tax rate is 12.5% without indexation benefits.
Ans. Here are some of the best-performing funds from ITI Mutual Fund AMC based on past 5-year returns:
Fund Name
5-Year Return (%)
ITI Value Fund
0%
ITI Multi Cap Fund
20.27%
ITI Large Cap Fund
0%
ITI Balanced Advantage Fund
11.31%
ITI Overnight Fund
4.81%
Ans. Ans: Yes, ITI Mutual Fund AMC is good for long-term capital appreciation. The equity schemes under the AMC have performed well over the long term and delivered returns above the category average. Visit the Rupeezy Invest App to check ITI Mutual Fund AMC fund performance.
Ans. Ans: You can log in to your Rupeezy app and view your portfolio which will show you the current value as per the prevailing NAV on the last closing business day.
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