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ITI Business Cycle Fund- Regular Plan- Growth is an equity scheme managed by ITI Mutual Fund. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.44% on assets of ₹103Cr. The fund is currently managed by Mr. Alok Ranjan, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 87% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
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.
| 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 |
|---|
| Multi Commodity Exchange of India Ltd | Financial Services | 1.41% |
| Union Bank of India | Financial Services | 1.28% |
| Adani Power Limited | Utilities | 1.24% |
| Sai Life Sciences Limited | Healthcare | 1.18% |
| Siemens Energy India Limited | Utilities | 1.15% |
| JB Chemicals & Pharmaceuticals Limited | Healthcare | 1.10% |
| Bank of Maharashtra | Financial Services | 1.02% |
| Shriram Finance Limited | Financial Services | 0.78% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 2 | 16.87% |
| Pharmaceuticals & Biotechnology | 2 | 13.51% |
| Power | 1 | 7.50% |
| Ferrous Metals | 4 | 5.69% |
| Industrial Products | 4 | 4.31% |
| Electrical Equipment | 1 | 4.30% |
| Aerospace & Defense | 2 | 3.70% |
| Auto Components | 3 | 3.41% |
| Capital Markets | 1 | 3.36% |
| Petroleum Products | 1 | 3.32% |
| Non - Ferrous Metals | 3 | 3.12% |
| Retailing | 2 | 2.31% |
| Finance | 1 | 2.23% |
| Chemicals & Petrochemicals | 2 | 2.20% |
| Agricultural Food & other Products | 2 | 1.91% |
| Consumer Durables | 1 | 1.84% |
| Consumable Fuels | 1 | 1.71% |
| Oil | 1 | 1.68% |
| Food Products | 1 | 1.64% |
| IT - Software | 1 | 1.27% |
| Beverages | 1 | 1.18% |
| Transport Services | 1 | 1.16% |
| Healthcare Services | 1 | 1.10% |
| Cigarettes & Tobacco Products | 1 | 1.09% |
| Realty | 1 | 1.06% |
| Industrial Manufacturing | 1 | 1.05% |
| Minerals & Mining | 1 | 1.00% |
| Cement & Cement Products | 1 | 0.89% |
| Construction | 1 | 0.83% |
| Telecom - Services | 1 | 0.75% |
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.
Top-10 weight 9.2% 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.
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 |
|---|
| Star |
|---|
| quant Business Cycle Fund - Growth Option - Regular Plan | Quant Mutual Fund | ₹971 Cr | 3.49% | +17.86% | — | 3★ |
| HSBC Business Cycles Fund - Regular Growth | HSBC Mutual Fund | ₹1,149 Cr | 2.57% | +15.73% | — | 4★ |
| Tata Business Cycle Fund-Regular Plan-Growth | Tata Mutual Fund | ₹2,637 Cr | 2.06% | +15.17% | — | 4★ |
| Kotak Business Cycle Fund-Regular Plan--Growth | Kotak Mahindra Mutual Fund | ₹3,064 Cr | 2.00% | +14.86% | — | 4★ |
| Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | Baroda BNP Paribas Mutual Fund | ₹561 Cr | 2.45% | +13.74% | — | 4★ |
| Axis Business Cycles Fund - Regular Plan - Growth | Axis Mutual Fund | ₹2,079 Cr | 3.16% | +13.43% | — | 4★ |
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | Aditya Birla Sun Life Mutual Fund | ₹1,687 Cr | 2.08% | +11.81% | — | 3★ |
| Bank of India Business Cycle Fund - Regular Plan - Growth | Bank of India Mutual Fund | ₹467 Cr | 2.65% | — | — | 1★ |
| Motilal Oswal Business Cycle Fund-Regular Plan-Growth | Motilal Oswal Mutual Fund | ₹1,571 Cr | 2.13% | — | — | 3★ |
| Bandhan Business Cycle Fund - Regular Plan - Growth | Bandhan Mutual Fund | ₹1,227 Cr | 4.22% | — | — | 2★ |