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ITI Bharat Consumption Fund - Direct Plan - Growth is an equity scheme managed by ITI Mutual Fund. The total expense ratio is 0.78% on assets of ₹346Cr. The fund is currently managed by Mr. Dhimant Shah, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 90% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| BHARTI AIRTEL LIMITED | Communication Services | 7.12% |
| ITC LIMITED | Consumer Defensive | 4.69% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 4.57% |
| TITAN COMPANY LIMITED | Consumer Cyclical | 4.53% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 4.42% |
| HINDUSTAN UNILEVER LIMITED | Consumer Defensive | 3.16% |
| TVS MOTOR COMPANY LIMITED | Consumer Cyclical | 2.61% |
| APOLLO HOSPITALS ENTERPRISE LIMITED | Healthcare | 2.51% |
| BAJAJ AUTO LIMITED | Consumer Cyclical | 2.21% |
| ATHER ENERGY PRIVATE LIMITED | Consumer Cyclical | 2.18% |
| INTERGLOBE AVIATION LIMITED | Industrials | 2.18% |
| Varun Beverages Ltd | Consumer Defensive | 2.14% |
| EICHER MOTORS LIMITED | Consumer Cyclical | 1.98% |
| MAX HEALTHCARE INSTITUTE LIMITED | Healthcare | 1.91% |
| TRENT LIMITED | Consumer Cyclical | 1.86% |
| BRITANNIA INDUSTRIES LIMITED | Consumer Defensive | 1.78% |
| TATA CONSUMER PRODUCTS LIMITED | Consumer Defensive | 1.70% |
| ASIAN PAINTS LIMITED | Basic Materials | 1.67% |
| TATA MOTORS PASSENGER VEHICLES LIMITED | Consumer Cyclical | 1.61% |
| MARICO LIMITED | Consumer Defensive | 1.57% |
| RADICO KHAITAN LIMITED | Consumer Defensive | 1.53% |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED | Consumer Cyclical | 1.49% |
| THE INDIAN HOTELS COMPANY LIMITED | Consumer Cyclical | 1.48% |
| HERO MOTOCORP LIMITED | Consumer Cyclical | 1.44% |
| BLUE STAR LIMITED | Consumer Cyclical | 1.43% |
| Sector | Holdings | Weight |
|---|---|---|
| Automobile and Auto Components | — | 26.23% |
| Fast Moving Consumer Goods | — | 22.86% |
| Consumer Services | — | 12.11% |
| Consumer Durables | — | 11.10% |
| Telecommunication | — | 8.09% |
| Healthcare | 3 | 6.50% |
| Power | — | 4.93% |
| Services | — | 2.18% |
| Capital Goods | — | 1.44% |
| Chemicals | — | 1.37% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -3.24% | 0.62% | 2.28% | 3.57% | 10.19% | 81.8% |
Top-10 weight 38.0% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.