ITI Banking and Financial Services Fund Regular - IDCW

ITI Banking and Financial Services Fund Regular - IDCW is a scheme launched by ITI Mutual Fund on December 06, 2021, and falls under the Banking & Financial fund category. It currently manages an AUM of Rs 301.88 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 2.34% for managing the portfolio.

• Investing Strategy:

  The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services.

• Performance:

  ITI Banking and Financial Services Fund Regular - IDCW trailing returns over different times are 6.07% (1 year), 11.68% (3 year) and 0% (5 year). The average annual return of this fund stands at 9.86%.