ITI Business Cycle Fund
Equity
●
Thematic
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
₹10.19
Expense Ratio
2.34%
Min SIP
₹500
Fund Size
₹93Cr
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
-0.22%
Beta
0.53
Sharpe Ratio
1.290578
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(%) |
- Bandhan Transportation and Logistics Fund
- Nippon India Quant Fund
- Axis Business Cycles Fund
- Franklin India Opportunities Fund
- Edelweiss Recently Listed IPO Fund
- Kotak Rural Opportunities Fund
- Axis Innovation Fund
- ICICI Prudential Transportation and Logistics Fund
- Mahindra Manulife Manufacturing Fund
- Quant ESG Integration Strategy Fund
- Invesco India PSU Equity Fund
- HDFC Housing Opportunities Fund
- Taurus Ethical Fund
- Baroda BNP Paribas Business Conglomerates Fund
- HSBC India Export Opportunities Fund
- Union Business Cycle Fund
- Union Active Momentum Fund
- ICICI Prudential Quant Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- LIC MF Manufacturing Fund
- Motilal Oswal Manufacturing Fund
- Kotak Special Opportunities Fund
- ICICI Prudential Conglomerate Fund
- UTI Innovation Fund
- Shriram Multi Sector Rotation Fund
- Axis Momentum Fund
- Sundaram Business Cycle Fund
- Kotak Active Momentum Fund
- Quant Commodities Fund
- ICICI Prudential Active Momentum Fund
- Union Innovation & Opportunities Fund
- HSBC Business Cycles Fund
- Quant Manufacturing Fund
- SBI ESG Exclusionary Strategy Fund
- Tata Business Cycle Fund
- SBI PSU Fund
- Tata Ethical Fund
- Invesco India ESG Integration Strategy Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- Aditya Birla Sun Life Special Opportunities Fund
- SBI Equity Minimum Variance Fund
- Quantum Ethical Fund
- Motilal Oswal Special Opportunities Fund
- The Wealth Company Ethical Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- UTI-Transportation and Logistics Fund
- Axis Quant Fund
- HDFC Innovation Fund
- Kotak Pioneer Fund
- Canara Robeco Manufacturing Fund
- ICICI Prudential PSU Equity Fund
- Aditya Birla Sun Life Quant Fund
- Bandhan Innovation Fund
- Kotak Manufacture in India Fund
- Baroda BNP Paribas Business Cycle Fund
- Mahindra Manulife Innovation Opportunities Fund
- Sundaram Multi-Factor Fund
- Bank of India Business Cycle Fund
- Tata India Innovation Fund
- Aditya Birla Sun Life PSU Equity Fund
- Nippon India Active Momentum Fund
- Bandhan Business Cycle Fund
- Motilal Oswal Innovation Opportunities Fund
- Invesco India Business Cycle Fund
- ICICI Prudential Commodities Fund
- Quant Quantamental Fund
- Nippon India Innovation Fund
- WhiteOak Capital Quality Equity Fund
- SBI Innovative Opportunities Fund
- Motilal Oswal Business Cycle Fund
- Edelweiss Business Cycle Fund
- Kotak ESG Exclusionary Strategy Fund
- Aditya Birla Sun Life Conglomerate Fund
- Baroda BNP Paribas Manufacturing Fund
- Motilal Oswal Active Momentum Fund
- Aditya Birla Sun Life Business Cycle Fund
- ICICI Prudential Housing Opportunities Fund
- SBI Quality Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- HDFC Manufacturing Fund
- HDFC Business Cycle Fund
- Invesco India Manufacturing Fund
- HDFC Defence Fund
- HDFC Transportation and Logistics Fund
- DSP Business Cycle Fund
- HDFC Consumption Fund
- Baroda BNP Paribas Innovation Fund
- Quantum ESG Best In Class Strategy Fund
- ICICI Prudential Business Cycle Fund
- ICICI Prudential Manufacturing Fund
- Quant Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- ITI Business Cycle Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
- 360 ONE Quant Fund
- SBI Quant Fund
Nilay Dalal
ITI Mutual FundTotal assets under management
₹9.86L Crores
Date of incorporation
14 May 2018
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 ₹92.78 Cr as on 4/23/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 18.77%. The risk is Very High against the category average of 67.53.
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 2.34%.