ITI Business Cycle Fund
ITI Mutual Fund · Sectoral/Thematic · Direct plan, growth option
NAV (₹), 2 Oct 2026
10.4422
1-day change
-1.27%
1Y return
n/a
3Y CAGR
n/a
5Y CAGR
n/a
Max drawdown, 5Y
n/a
NAV history month-end NAV, ₹ · 12 Mar 2026 to 1 Oct 2026
Returns vs Sectoral/Thematic median (253 schemes) and “Business cycle & rotation” median (20)
| Period | Scheme | Category median | Business cycle & rotation median |
|---|---|---|---|
| 1 month | -1.5% | -5.4% | -5.4% |
| 3 months | -0.6% | -2.8% | -2.7% |
| 6 months | 7.6% | 8.9% | 9.5% |
| Year to date | n/a | -2.0% | -0.3% |
| 1 year | n/a | 1.4% | 1.6% |
| 3 years (CAGR) | n/a | 13.0% | 12.0% |
| 5 years (CAGR) | n/a | 12.0% | 13.1% |
| 7 years (CAGR) | n/a | 17.0% | n/a |
| 10 years (CAGR) | n/a | 14.6% | n/a |
| Since first NAV (CAGR) | 4.6% | – | – |
“Business cycle & rotation” is MFIC's grouping of Sectoral/Thematic schemes by the theme or index in their names, not an AMFI category.
Rolling returns every business-day start date
| Measure | Scheme | Category median |
|---|---|---|
| 1Y rolling median | n/a | 11.8% |
| 3Y rolling median | n/a | 17.5% |
| 3Y rolling worst | n/a | 3.0% |
| 3Y periods positive | n/a | 100% |
| 3Y periods ahead of benchmark | n/a | 84% |
| 5Y rolling median | n/a | 15.6% |
| 5Y rolling worst | n/a | 1.8% |
| 5Y periods ahead of benchmark | n/a | 91% |
Benchmark: Nifty 500 (proxy: Motilal Oswal Nifty 500 Index Fund, price return).
Risk 36 months, monthly returns, Rf 6.5%
| Measure | Scheme | Category median |
|---|---|---|
| Standard deviation (ann.) | n/a | 16.7% |
| Sharpe ratio | n/a | 0.42 |
| Sortino ratio | n/a | 0.63 |
| Beta | n/a | 0.96 |
| Alpha (ann.) | n/a | 3.7% |
| Upside capture | n/a | 106.94 |
| Downside capture | n/a | 95.17 |
Drawdowns peak-to-trough falls in NAV
| Measure | Scheme | Category median |
|---|---|---|
| Maximum drawdown, full history | −5.7% | −23.1% |
| Maximum drawdown, last 10Y | n/a | −38.3% |
| Maximum drawdown, last 5Y | n/a | −22.3% |
| Current drawdown | −5.7% | −8.3% |
| Recovery time of worst fall | n/a | – |
Longer histories include more crises, so compare the 5Y and 10Y figures across schemes of different ages.
Scheme facts
AMC: ITI Mutual Fund
Category: Sectoral/Thematic
Plan / option: Direct · Growth
AMFI scheme code: 154157
ISIN: INF00XX01DM9
First NAV in MFIC data: 12 Mar 2026
History: 0.6 years
Expense ratio, AUM, portfolio: see the scheme's factsheet
Questions about ITI Business Cycle Fund
- What is the latest NAV of ITI Business Cycle Fund?
- The NAV of the Direct plan (growth option) was ₹10.4422 on 2 Oct 2026, as published by AMFI.
- Which category is ITI Business Cycle Fund in?
- It is classified as Sectoral/Thematic in AMFI's daily NAV file; a Sectoral/Thematic scheme invests at least 80% in one sector or theme. MFIC compares it with 253 Sectoral/Thematic schemes (Direct plans).
- What was the largest fall in ITI Business Cycle Fund's NAV?
- The largest peak-to-trough fall in its available history was 5.7%.
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Data & disclosure. Source: AMFI daily NAV file and historical NAVs via mfapi.in; calculations by MFIC, as of 2 Oct 2026. Category medians use Direct plans in the same AMFI category. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance may or may not be sustained in future. This page is for research and education only and is not investment advice or a recommendation to buy, sell or hold any scheme. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155). Methodology.