NFO Monitor

Fund Facts

Name of Funds:

ITI Business Cycle

Opening:

13th February 2026

Closing:

27th February 2026

Minimum Investment:

Rs. 5,000 and in multiples of Re.1 thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

0.50% if redeemed or switched out on or before completion of 3 months from the date of allotment of units

Fund Stats

Objective:

The Investment objective of the Scheme is to generate long-term capital appreciation by investing predominantly in equity and equity related securities through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.

Benchmark:

NIFTY 500

Fund Manager:

Nilay Dala, Alok Ranjan, Rajesh Bhatia

Asset Allocation

80-100% Equity upto 20% Other

Comparable Existing Scheme

Axis Business Cycles

-0.86(6M) 16.65(1Y)

Bandhan Business Cycle

-3.05(6M) 12.24(1Y)

Fund Prognosis

Idea Distiller:

The business cycle has been an idea that many fund houses have worked on. And this is one more in the list.

Fund House AAUM:

1116699.15(in Lakhs)

Fund House AAUM:

Combined Experience of above 23 years

Scheme DNA

UniQness

Return

Risk

Operability

Oomph Factor

A difficult segment to work in and operate. Only time will tell if it makes sense or not.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

NFO Monitor

Fund Facts

Name of Funds:

Opening:

Closing:

Minimum Investment:

Plan:

Options:

Entry Load:

Exit Load:

Fund Stats

Objective:

Benchmark:

Fund Manager:

Asset Allocation

Comparable Existing Scheme

Axis Business Cycles

Bandhan Business Cycle

Fund Prognosis

Idea Distiller:

Fund House AAUM:

Fund House AAUM:

Scheme DNA

UniQness

Return

Risk

Operability

Oomph Factor

Important Links

Fund

Snapshot

Company