Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -4.32% | -9.95% | -5.03% | -4.12% | – | – | – | – | – |
NAV history
About this fund
ITI Business Cycle Fund is a sectoral/thematic equity fund offered by ITI Mutual Fund, classified under Equity as Sectoral/Thematic - Business Cycle. Because it concentrates on one sector or theme, it typically shows larger price swings than diversified equity funds. Its latest NAV is ₹9.87, with assets under management of about ₹105 Cr (April - June 2026).
Further reading: How much does the category decide, and how much the fund?
Performance analysis
ITI Business Cycle Fund does not yet have a full one-year track record, so trailing returns are limited. The direct-plan base expense ratio is 0.53%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund Sectoral/Thematic - Business Cycle | -4.17 | -6.22 | -7.00 | -8.73 | 13.37 | 13.20 | – | 0.67 |
| Tata Business Cycle Fund Sectoral/Thematic - Business Cycle | -9.29 | -9.54 | -7.39 | -8.32 | 8.53 | 11.66 | – | 0.60 |
| Baroda BNP Paribas Business Cycle Fund Sectoral/Thematic - Business Cycle | -4.45 | -4.29 | -2.49 | -2.83 | 11.48 | 10.07 | – | 0.83 |
| Aditya Birla Sun Life Business Cycle Fund Sectoral/Thematic - Business Cycle | -5.27 | -3.35 | 0.00 | -0.98 | 11.39 | – | – | 0.94 |
| Kotak Business Cycle Fund Sectoral/Thematic - Business Cycle | -5.20 | -2.69 | 1.86 | -0.49 | 14.62 | – | – | – |
| HDFC Business Cycle Fund Sectoral/Thematic - Business Cycle | -7.56 | -5.35 | 0.07 | -5.12 | 9.27 | – | – | – |
| HSBC Business Cycles Fund Sectoral/Thematic - Business Cycle | -7.52 | -3.81 | -2.69 | -4.64 | 13.94 | – | – | 0.86 |
| Axis Business Cycles Fund Sectoral/Thematic - Business Cycle | -6.64 | -4.45 | -2.05 | -3.68 | 11.49 | – | – | 1.11 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| ITI Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -8.15 | -4.34 | 0.01 | -3.57 | – | – | – | 0.63 |
| ITI Bharat Consumption Fund Sectoral/Thematic - Consumption | -6.85 | -5.18 | -0.62 | -6.73 | – | – | – | 0.66 |
| ITI Multi Asset Allocation Fund Hybrid Scheme - Multi Asset Allocation Fund | -4.55 | – | – | – | – | – | – | – |
| ITI Liquid Fund Debt Scheme - Liquid Fund | 0.39 | 1.39 | 2.89 | 6.07 | 6.64 | 6.16 | – | 0.13 |
| ITI Multi Cap Fund Equity Scheme - Multi Cap Fund | -5.47 | -2.53 | 3.05 | 5.16 | 14.82 | 12.67 | – | 0.54 |
| ITI ELSS Tax Saver Fund Equity Scheme - ELSS | -7.75 | -7.10 | -2.79 | -5.07 | 13.28 | 11.05 | – | 0.62 |
| ITI Arbitrage Fund Hybrid Scheme - Arbitrage Fund | 0.57 | 1.42 | 2.78 | 6.42 | 7.21 | 6.26 | – | 0.22 |
| ITI Overnight Fund Debt Scheme - Overnight Fund | 0.42 | 1.21 | 2.45 | 4.98 | 5.78 | 5.56 | – | 0.11 |