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Iti Long Term Equity Fund Direct Plan Growth

Equity | Tax Savings

(NAV as of 18/04/2024)
23.25 (-0.06)

3Y Returns

20.8%

Min SIP

500

Min Lumpsum

500

Expense Ratio

0.5%

Fund Size

251 Cr

Inception Date

18-Oct-19

Fund Manager

Vishal Jajoo

Exit Load

Nil.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

91.45%

Debt & Others

8.55%

Market Cap Allocation

Large Cap

46.41%

Mid Cap

16.03%

Small Cap

29.02%

Other Cap

8.55%

Sector Allocation

Industrial Products

8.82%

Internet and Technology

8.56%

Telecom

8.23%

Banks

7.87%

Retailing

7.59%

Top Ten Holdings

Bharti Airtel Ltd - Partly Paid Shares

5.01%

Jindal Stainless Ltd

3.59%

TREPS 01-Feb-2024

3.53%

Zomato Ltd

3.50%

Arvind Ltd

3.23%

Investment Objective

Capital Appreciation Over Long Term.An Open Ended Equity Linked Saving Scheme With A Statutory Lockin Of 3 Years And Tax Benefit.However, There Is No Assurance Or Guarantee That The Investmentobjective Of The Scheme Will Be Achieved. The Scheme Does Not Assure Or Guarantee Any Returns.

Fund House Detail

AMC Name

ITI Asset Management Limited

Address

Naman Midtown, A - Wing,21st Floor, Senapati Bapat Marg, Elphinstone RoadMumbai - 400 013

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BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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