ITI Mutual Fund - Fund Manager
Qualification: B. com & CFA . Experience:He has more than four and a half years of experience handling various front office responsibilities such Equity and Fixed Income research, Portfolio Management, Data Analytics and Python Programming.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
ITI Balanced Advantage Fund - Direct (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 400.05 |
ITI Balanced Advantage Fund (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 400.05 |
ITI Balanced Advantage Fund (IDCW) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 400.05 |
ITI Balanced Advantage Fund - Direct (IDCW) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 400.05 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Net Receivable / Payable | 8.33% |
| TREPS 01-Dec-2025 | 6.63% |
| Reliance Industries Ltd | 6.51% |
| Shriram Finance Ltd | 5.22% |
| HDFC Bank Ltd | 4.36% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| ITI Balanced Advantage Fund - Direct (G) | 0.4% | 1.36% | 1.85% | 3.12% | 12.94% | 12.54% | 8.79% |
| ITI Balanced Advantage Fund (G) | 0.26% | 0.93% | 0.96% | 1.33% | 10.94% | 10.39% | 6.68% |
| ITI Balanced Advantage Fund (IDCW) | 0.25% | 0.93% | 0.96% | 1.33% | 10.66% | 10.22% | 6.54% |
| ITI Balanced Advantage Fund - Direct (IDCW) | 0.4% | 1.37% | 1.86% | 3.13% | 12.69% | 12.39% | 8.66% |
Fund Performance
No Data
Sector Weights
-
Aum Movement
Fund Manager History
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