ITI Bharat Consumption Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

ITI Bharat Consumption Growth Direct Plan

NAV
₹10.9654
+3.26%
(12 May)
AUM
160 Cr
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+11.2%
+4.0%
+2.5%
+0.9%
NA
3Y
+33.6%
+31.6%
+32.4%
+32.9%
NA
5Y
+33.7%
+37.3%
+31.5%
+33.1%
NA
ALL
+17.9%
+12.6%
+16.6%
+11.7%
+6.2%
VOL
16.4%
21.3%
19.9%
20.4%
16.7%
TER
0.6%
1.0%
0.9%
0.8%
NA
AUM
₹6,047 Cr
₹2,329 Cr
₹1,281 Cr
₹5,035 Cr
₹160 Cr
INFO
1.09
0.59
0.84
0.57
0.37
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
ITI Bharat Consumption (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Bharti Airtel Ltd
7.1%
ITC Ltd
6.4%
Mahindra & Mahindra Ltd
5.3%
Hindustan Unilever Ltd
4.5%
Net Receivables / (Payables)
4.1%
Eternal Ltd
3.8%
InterGlobe Aviation Ltd
3.5%
Titan Co Ltd
3.4%
Tata Power Co Ltd
2.7%
Maruti Suzuki India Ltd
2.5%
Top industry exposure
Consumer Defensive
28.6%
Consumer Cyclical
27.9%
Communication Services
9.3%
Healthcare
8.2%
Industrials
6.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
To generate long-term capital appreciation by investing primarily in Equity and Equity related securities of companies engaged in consumption and consumption related activities or allied sectors.
Fund manager(s)
Dhimant Shah
Rohan Korde
Rajesh Bhatia

FAQs