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Enter a Single character of a Scheme :
22 Sep 2026 | 23:09 IST
ITI Large & Mid Cap Fund - Regular (G)
Summary Info
Fund Name : ITI Mutual Fund
Scheme Name : ITI Large & Mid Cap Fund - Regular (G)
AMC : ITI Mutual Fund
Type : OPEN
Category : Equity - Diversified
Launch Date : 21-Aug-24
Fund Manager : Alok Ranjan
Net Assets:(Rs. cr) 728.59
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 5000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns -0.61 0.98 4.45 18.71 3.07 NA NA 0.70
Category Avg -0.18 -1.99 1.59 13.45 2.67 13.24 12.09 13.08
Category Best 2.06 10.47 19.50 41.00 29.25 38.19 23.61 40.94
Category Worst -2.42 -6.82 -6.36 -3.93 -18.82 -4.41 -0.33 -12.25
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
1.1460 5.8963 -0.1780 -0.0599 0.0156
Holdings Date :31-Aug-26
Company Name% Hold
ICICI Bank 2.37
IndusInd Bank 2.21
Larsen & Toubro 1.98
TVS Motor Co. 1.97
Divi's Lab. 1.91
SBI 1.90
LG Electronics 1.84
Sun Pharma.Inds. 1.81
Kotak Mah. Bank 1.68
Axis Bank 1.63
IIFL Finance 1.58
Motil.Oswal.Fin. 1.55
Bajaj Finance 1.52
SPR Auto Technol 1.48
Bharti Hexacom 1.45
KFin Technolog. 1.41
Supriya Lifesci. 1.41
BSE 1.39
Bharat Electron 1.35
Eternal 1.28
Glenmark Pharma. 1.27
ESDS Software 1.24
Grasim Inds 1.23
Blue Star 1.22
M & M 1.19
Apar Inds. 1.19
Blue Jet Health 1.19
KEI Industries 1.18
Fortis Health. 1.17
A B Real Estate 1.16
Gujarat Fluoroch 1.16
One 97 1.12
Volt.Transform. 1.12
Aditya Birla Cap 1.11
Ujjivan Small 1.11
Hindalco Inds. 1.10
Reliance Industr 1.10
Shriram Finance 1.09
JSW Energy 1.09
Phoenix Mills 1.08
Cummins India 1.08
Aster DM Quality 1.07
Ather Energy 1.05
Kirl.Pneumatic 1.05
Federal Bank 1.02
Sona BLW Precis. 1.00
AU Small Finance 1.00
NLC India 0.98
Bharat Forge 0.97
PB Fintech. 0.97
Park Medi World 0.97
Multi Comm. Exc. 0.96
Cholaman.Inv.&Fn 0.95
JSW Steel 0.94
Karur Vysya Bank 0.93
L&T Finance Ltd 0.93
Union Bank (I) 0.92
Waaree Energies 0.91
Shakti Pumps 0.89
Oberoi Realty 0.88
Mazagon Dock 0.87
Thermax 0.85
Shadowfax Techno 0.83
Inventurus Knowl 0.81
Gokaldas Exports 0.81
Max Healthcare 0.80
Elecon Engg.Co 0.80
Natl. Aluminium 0.78
Marico 0.78
Dixon Technolog. 0.77
Kajaria Ceramics 0.77
IDFC First Bank 0.76
Godfrey Phillips 0.75
Bank of Maha 0.72
RBL Bank 0.72
Navin Fluo.Intl. 0.71
Maruti Suzuki 0.71
Prestige Estates 0.68
Sagility 0.68
Poonawalla Fin 0.66
B H E L 0.66
Indian Hotels Co 0.61
Allied Blenders 0.59
Cemindia Project 0.57
Indian Bank 0.56
SBI Life Insuran 0.56
Fusion Finance 0.55
KSB 0.53
Jindal Steel 0.50
Vedanta Aluminiu 0.49
Jio Financial 0.47
Elgi Equipments 0.46
Hyundai Motor I 0.41
Net CA & Others 1.45
TVS Motor Co. 0.02
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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