ITI Mutual Funds 101: Understanding the Basics of Smart Investing

ITI Mutual Funds 101: Understanding the Basics of Smart Investing


ITI Mutual Fund was established in 2018 to provide its investors with various Mutual Fund options to build long-term wealth. It employs an experienced team of experts and investment managers to meet the needs of investors.

In the ever-changing world of finance, this fund provides an excellent option for anyone looking for new ways to build their money over time. This financial group focuses on giving a variety of options to meet the individual aims and dreams of its investors. Behind the scenes, there is an experienced group of experts and investment managers dedicated to navigating the market’s complexity. They want to ensure that consumers who depend on ITI Mutual Fund for their financial needs gain the best possible results.

This article covers everything that distinguishes ITI MF and how it has become a trustworthy partner on the path to long-term financial success. Explore the benefits of investing in ITI Mutual Fund schemes for long-term wealth creation and financial success with expert management.


Professional management of funds

Accessibility to expert fund management stands out as a major reason for investing in ITI MF schemes. Seasoned fund managers, filled with experience, do extensive research, analyse market trends, and make informed investment decisions on behalf of investors. This skill is useful in navigating the complexities of the financial markets.

Diversification opportunities

These schemes offer diversification across multiple asset types, including equities, debt, and hybrid funds. Diversification helps to spread risk, lowering the impact of poor performance in a single investment on the entire portfolio. It enables investors to engage in a variety of market segments, increasing the potential for consistent profits.

Potential for high returns

These fund plans are designed to generate long-term wealth appreciation. Over time, equities have traditionally proved the ability to create larger returns than other types of assets, helping to increase investors’ wealth.


Potential for building capital

These fund schemes focus on stocks that are designed to increase money over time. These funds invest in stocks with significant growth potential to generate better returns than safer investments. It allows the fund to reach its full growth potential.

Flexibility & Liquidity

Investing in ITI MF schemes provides flexibility and liquidity. Fund units can be purchased or sold at the Net Asset Value (NAV) on any business day, allowing the investment strategy to be changed in response to changes in financial demands or market conditions.

Tax- efficiency

ITI MF schemes are tax-efficient, providing benefits such as lower taxes on earnings from long-term Investments. Tax management is seen as an essential component of wealth creation, and selecting tax-efficient funds may improve the amount of money retained after taxes.


ITI Small Cap Fund

Investment Objective

This Scheme’s primary goal is to produce capital appreciation by investing in equity and equity-related securities of small-cap companies.

Fund House Name: ITI MF

Category: Equity-small cap

CAGR: 23.58%

Benchmark: NIFTY small-cap 250 TRI

ITI Mid Cap Fund

Investment Objective

The scheme aims to create long-term capital appreciation by investing primarily in equities and equity-related instruments of mid-cap companies.

Fund House Name: ITI MF

Category: Equity- mid-cap

CAGR: 21.75%

Benchmark: NIFTY midcap 150 TRI

ITI Multi Cap Fund

Investment Objective

This Scheme aims to create long-term capital appreciation through a diversified portfolio that primarily invests in equities and equity-related securities of companies that have various market capitalisations.

Fund House Name: ITI MF

Category: Equity- multi-cap

CAGR: 16.52%

Benchmark: NIFTY 500 Multi-cap 50:25:25 TRI

ITI ELSS Tax Saver Fund

Investment Objective

The Scheme aims to provide long-term capital appreciation by primarily investing in equities and equity-related schemes.

Fund House Name: ITI MF

Category: Equity ELSS

CAGR: 17.95%

Benchmark: NIFTY 500 TRI

ITI Balanced Advantage Fund

Investment Objective

This Scheme seeks capital appreciation by investing in equity, equity-related assets, and fixed-income instruments. The allocation of equity instruments and fixed income will be adjusted dynamically to offer investors long-term capital appreciation.

Fund House Name: ITI MF

Category: Hybrid dynamic asset allocation

CAGR: 6.74%

Benchmark: NIFTY 50 hybrid composite debt 50:50 index


Long-term investors

Individuals with a long-term investing vision of several years or investors aim to build wealth over time by using compounding and growth-oriented investment techniques. These fund schemes are best suited for such investors.

Investors with specific goals

This category includes people who have specific financial goals, such as saving for education, purchasing a home, or establishing a business. These fund schemes provide a variety of investment possibilities, allowing investors to build their portfolios to accomplish specific goals. These funds’ adaptability allows them to attract a wide range of financial objectives, including capital appreciation, regular income, and a balanced approach.

Investors seeking income-term generation

These funds provide a steady flow of interest payments. This makes them suitable for individuals who prioritize income generation as part of their overall investment strategy.

Diversification seekers

These funds provide diversification by investing in a variety of asset classes, including stocks, bonds, and hybrid funds. Diversification reduces the impact of poor performance in a single investment on the overall portfolio, therefore raising the possibility for regular gains.


In summary, ITI Mutual Fund emerges as a strong player in the world of smart investing, offering various options for long-term wealth building. This Mutual Fund has quickly become a reliable choice for investors, guided by a team of experienced experts.

These funds are flexible and adaptable, whether one is saving for the future, has specific financial goals, needs regular income, or wants to diversify. Exploring the top-performing funds allows investors to better align their strategies with their objectives. ITI MFs are essentially a trusted partner on the path to long-term financial success, according to their dedication to providing individualized solutions.

They provide a wide selection of fund schemes and have a steady track record of success, making them a viable option for achieving growth and stability.  This fund firm places a high value on the Systematic Investment Plan (SIPs). The fund is effective risk management measures, open communication, and professional management make it a reliable investment partner.



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