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

ITI Bharat Consumption Growth Direct Plan

NAV
₹11.2987
-0.42%
(1 Aug)
AUM
230 Cr
TER
0.5%
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
+0.5%
-10.0%
-11.1%
-11.8%
NA
3Y
+31.6%
+31.1%
+33.3%
+33.1%
NA
5Y
+30.8%
+32.4%
+31.2%
+29.4%
NA
ALL
+18.2%
+15.5%
+11.8%
+16.8%
+13.0%
VOL
16.3%
19.2%
20.3%
19.8%
13.0%
TER
0.5%
0.9%
0.8%
0.9%
0.5%
AUM
₹7,200 Cr
₹7,620 Cr
₹5,427 Cr
₹1,439 Cr
₹230 Cr
INFO
1.12
0.81
0.58
0.85
1.00
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 30th Jun
Top holdings
ITC Ltd
7.6%
Bharti Airtel Ltd
5.3%
Net Receivables / (Payables)
4.8%
Mahindra & Mahindra Ltd
4.5%
Hindustan Unilever Ltd
3.6%
InterGlobe Aviation Ltd
2.8%
Max Healthcare Institute Ltd Ordinary Shares
2.5%
Trent Ltd
2.3%
Titan Co Ltd
2.3%
Eternal Ltd
2.3%
Top industry exposure
Consumer Defensive
29.1%
Consumer Cyclical
25.7%
Healthcare
9.8%
Utilities
6.8%
Communication Services
6.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 0.5% for redemption within 90 days
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