ITI Business Cycle Fund- Regular Plan- IDCW
Expense Ratio: -
Risk: -
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: -
Inception: 13-02-2026
Exit Load: Nil
Fund Size:₹113.61 Cr
Performance
1Y
FundN/A
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund4.21%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Net Receivables / (Payables) | 4.58 | 4.03% |
| 2 | HDFC Bank Limited | 4.38 | 3.85% |
| 3 | ICICI Bank Limited | 4.08 | 3.59% |
| 4 | State Bank of India | 3.28 | 2.89% |
| 5 | Reliance Industries Limited | 3.10 | 2.73% |
| 6 | Turtlemint Fintech Solutions Limited | 2.25 | 1.98% |
| 7 | Titan Company Limited | 1.90 | 1.67% |
| 8 | Adani Ports and Special Economic Zone Limited | 1.69 | 1.49% |
| 9 | RBL Bank Limited | 1.69 | 1.49% |
| 10 | Tata Steel Limited | 1.68 | 1.48% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 07 May, 26 | 15000 | 15070 | +0.5% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 20 Apr, 26 | 1 L. | 1.02 L. | +1.7% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
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%
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.