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ITI Bharat Consumption Fund - Regular Plan Plan - Growth is an equity scheme managed by ITI Mutual Fund. It has ranked in the top half of its category for 1 of the last 1 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.42% 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 87% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
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| Window | Min | P25 | Median |
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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.
| Scheme | AMC | AUM | TER | 3Y |
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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 |
|---|
| Adani Power Limited | Utilities | 2.61% |
| Varun Beverages Ltd | Consumer Defensive | 2.14% |
| LG Electronics India Limited | Technology | 1.38% |
| Park Medi World Limited | Healthcare | 1.21% |
| Sedemac Mechatronics Ltd. | Consumer Cyclical | 1.17% |
| Tata Motors Limited | Consumer Cyclical | 0.94% |
| Sector | Holdings | Weight |
|---|---|---|
| Automobiles | 8 | 21.02% |
| Consumer Durables | 1 | 11.10% |
| Retailing | 6 | 9.76% |
| Telecom - Services | 2 | 8.09% |
| Diversified FMCG | 2 | 7.85% |
| Food Products | 3 | 5.78% |
| Healthcare Services | 1 | 5.63% |
| Auto Components | 1 | 5.19% |
| Power | 1 | 4.93% |
| Beverages | 1 | 4.73% |
| Agricultural Food & other Products | 2 | 3.27% |
| Leisure Services | 2 | 2.35% |
| Transport Services | 1 | 2.18% |
| Fertilizers & Agrochemicals | 1 | 1.37% |
| Petroleum Products | 1 | 1.28% |
| Personal Products | 1 | 1.23% |
| Realty | 1 | 0.97% |
| Agricultural Commercial & Construction Vehicles | 1 | 0.94% |
| Pharmaceuticals & Biotechnology | 1 | 0.87% |
| Industrial Products | 1 | 0.50% |
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.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
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| Max |
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| Positive % |
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| 1Y | -4.95% | -1.42% | -0.51% | 1.53% | 8.22% | 44.1% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 9.4% 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.
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.
| 5Y |
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| Star |
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