ITI Business Cycle Fund
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹10.44
Expense Ratio
0.62%
Min SIP
₹500
Fund Size
₹108Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: 0.50% or or before 3M, Nil after 3M
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
0.30%
Beta
0.62
Sharpe Ratio
0.576774
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(0.00)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- ICICI Prudential Commodities Fund
- ICICI Prudential Transportation and Logistics Fund
- Kotak Transportation & Logistics Fund
- Bandhan Business Cycle Fund
- WhiteOak Capital Quality Equity Fund
- SBI Equity Minimum Variance Fund
- Motilal Oswal Business Cycle Fund
- Motilal Oswal Innovation Opportunities Fund
- Baroda BNP Paribas Manufacturing Fund
- Quantum Ethical Fund
- ICICI Prudential Equity Minimum Variance Fund
- HDFC Consumption Fund
- Nippon India Active Momentum Fund
- Aditya Birla Sun Life PSU Equity Fund
- Aditya Birla Sun Life Special Opportunities Fund
- HDFC Business Cycle Fund
- Kotak Special Opportunities Fund
- UTI-Transportation and Logistics Fund
- Quant Quantamental Fund
- Kotak Manufacture in India Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Aditya Birla Sun Life Quant Fund
- Baroda BNP Paribas Innovation Fund
- Edelweiss Business Cycle Fund
- Bandhan Multi-Factor Fund
- Bandhan Innovation Fund
- Union Active Momentum Fund
- Motilal Oswal Active Momentum Fund
- Baroda BNP Paribas Business Conglomerates Fund
- The Wealth Company Ethical Fund
- Union Innovation & Opportunities Fund
- Shriram Multi Sector Rotation Fund
- Mahindra Manulife Manufacturing Fund
- HDFC Transportation and Logistics Fund
- DSP Business Cycle Fund
- SBI Quality Fund
- Bank of India Business Cycle Fund
- Axis Quant Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Axis Business Cycles Fund
- HSBC India Export Opportunities Fund
- Canara Robeco Manufacturing Fund
- Sundaram Business Cycle Fund
- LIC MF Manufacturing Fund
- Axis Momentum Fund
- Quant Commodities Fund
- Baroda BNP Paribas Business Cycle Fund
- ICICI Prudential Manufacturing Fund
- Nippon India Innovation Fund
- ICICI Prudential Business Cycle Fund
- Kotak ESG Exclusionary Strategy Fund
- Kotak Pioneer Fund
- Aditya Birla Sun Life Conglomerate Fund
- Mahindra Manulife Innovation Opportunities Fund
- Tata Business Cycle Fund
- 360 ONE Quant Fund
- Nippon India Quant Fund
- SBI ESG Exclusionary Strategy Fund
- Tata Ethical Fund
- Motilal Oswal Special Opportunities Fund
- Invesco India PSU Equity Fund
- Quantum ESG Best In Class Strategy Fund
- Franklin India Opportunities Fund
- Quant ESG Integration Strategy Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- HSBC Business Cycles Fund
- Quant Business Cycle Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- SBI Innovative Opportunities Fund
- ICICI Prudential Active Momentum Fund
- Motilal Oswal Quant Fund
- Kotak Active Momentum Fund
- Kotak Rural Opportunities Fund
- SBI Quant Fund
- Taurus Ethical Fund
- Tata India Innovation Fund
- HDFC Innovation Fund
- ITI Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- ICICI Prudential Rural Opportunities Fund
- HDFC Housing Opportunities Fund
- HDFC Manufacturing Fund
- Qsif Sector Rotation Long-Short Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential PSU Equity Fund
- UTI Innovation Fund
- SBI PSU Fund
- ICICI Prudential Conglomerate Fund
- ICICI Prudential Housing Opportunities Fund
- HDFC Defence Fund
- Axis Innovation Fund
- Aditya Birla Sun Life Business Cycle Fund
- Edelweiss Recently Listed IPO Fund
- Union Business Cycle Fund
- ICICI Prudential Quant Fund
- Invesco India ESG Integration Strategy Fund
- ICICI Prudential Quality Fund
- Bandhan Transportation and Logistics Fund
- Quant Manufacturing Fund
Nilay Dalal
ITI Mutual FundTotal assets under management
₹9.86L Crores
Date of incorporation
1 Jan 1
ITI Business Cycle Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the ITI Business Cycle Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The ITI Business Cycle Fund has an AUM of ₹107.82 Cr as on 6/24/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.10%. The risk is Very High against the category average of 60.58.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on ITI Business Cycle Fund.
Ans. The expense ratio of ITI Business Cycle Fund is 0.62%.