ITI Mutual Fund Check list of all schemes, latest NAV, Returns and other important information

Investment Strategy

The aggressive portfolio management strategy employed by ITI Mutual Fund is aimed at increasing investor profits. This technique allows fund managers to continuously examine and alter the fund's holdings in response to market circumstances, emerging opportunities, and potential risks. The Mutual Fund house strives to establish a balance between risk and return by regularly monitoring and managing the portfolio, to mitigate downside risks while maximizing possible profits. This dynamic methodology enables the fund to respond quickly to changing market dynamics, improve asset allocation, and seize investment opportunities across many asset classes and sectors. The ultimate aim is to provide investors with steady and attractive long-term returns.

Head of Equity & Debt Team

Mr. Rajesh Bhatia (CIO)

Before joining ITI Asset Management Company Limited, Mr. Bhatia, a B.Com, ACMA, and CFA, worked for The Investment Trust Of India Ltd, Simto Investment Company Ltd, ProAlpha Systematic Capital, Heritage India Advisors Ltd, and Reliance Capital Asset Management.

List of Fund Managers

Top 5 ITI Mutual Funds

History of ITI Mutual Fund

ITI Mutual Fund has been granted registration under SEBI (Mutual Funds) Regulations on May 14-2018-1996.  ITI Asset Management Limited was incorporated under the Companies Act, in 1996.

This Mutual Fund house is supported by the ITI Group, a prominent corporation with a strong presence across India. The group operates 180 offices and has a team of 3000 employees in all major cities of India. ITI has played a crucial role in shaping the mutual fund industry in India.

 It established Pioneer ITI company the first private-sector Mutual Fund in the country. Although Franklin Templeton Mutual Fund acquired Pioneer ITI AMC in 2002, ITI continues to be the promoter of ITI Fund house.

How to select ITI Mutual Fund?

To select the best ITI mutual fund follow these steps:

• Set realistic investing goals and create a plan to achieve them.
• Assess risk tolerance before investing and adjust as needed.
• Diversify your portfolio across the industries for stability.
• Educate about past performance and working methods.
• Regularly monitor your assets to align with the goals.
• Consult financial professionals for volatile mutual funds.

In conclusion, set realistic goals, assess risk tolerance, diversify portfolios and You can also calculate your annual return by using the SIP calculator to acquire knowledge.

How to invest in ITI Mutual Fund via Mysiponline?

Make an investment in ITI mutual funds through mysiponline is simple:

Step 1: Sign in to MySIPonline to start your investing experience.
Step 2: Confirm your KYC; if you have not registered, use Video KYC.
Step 3: Complete your profile by adding a nominee, signature, bank information, Aadhar, and PAN.
Step 4: Explore top funds from respective AMC or consult an expert
Step 5: From the list of alternatives, choose the fund that you want.
Step 6: Choose the investment choice (lump sum or SIP) and add funds to the cart.
Step 7: Use online banking and UPI to finish your payment.
Step 8: Use dashboard analysis to track your investments every day.

In conclusion, investing in mutual funds through Online SIP offers a convenient and efficient way to achieve your financial goals.

WHAT IS THE TAXATION ON ITI MUTUAL FUND?

The taxation of ITI mutual fund depends on which category they fall under equity or debt:

Equity-Oriented Mutual Funds

• Short-term Capital Gains (STCG): Taxed at a flat rate of 15% if units are sold within one year of purchase.
• Long-term Capital Gains (LTCG): Gains exceeding Rs. 1 lakh in a financial year are taxed at 10% without indexation if units are sold after one year.

Debt-Oriented Mutual Funds

• Short-term Capital Gains (STCG): Taxed according to the investor's income tax slab rate if units are sold within three years of purchase.
• Long-term Capital Gains (LTCG): Taxed at a rate of 20% with the benefit of indexation if units are sold after three years.