Insufficient historyDirect · Growth
ITI Business Cycle Fund
ITI Mutual FundEquity Scheme - Sectoral/ Thematic0.5 years
The Scheme seeks 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.
- NAV
- 10.779
- 15 Sept 2026
- 1Y
- n/a
- Trailing CAGR
- AUM
- ₹116.38 Cr
- 31 Aug 2026
- Volatility
- Medium
- 11.6% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+16.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +16.2%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 5 days
- 14 recovered episodes
- Longest recovery
- 25 days
- Trough to prior peak
- Current spell
- 4 days
- Days below latest peak
- Time below peak
- +79%
- NAV observations
7 May 2026 – 6 Jul 2026
Trough 11 Jun 2026 · recovered in 25 days
-4.3%
12 Mar 2026 – 8 Apr 2026
Trough 31 Mar 2026 · recovered in 8 days
-3.5%
6 Jul 2026 – 3 Aug 2026
Trough 24 Jul 2026 · recovered in 10 days
-2.8%
11 Sept 2026 – open
Trough 15 Sept 2026 · not recovered
-2.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
n/a
Vs category
n/a
Consistency
n/a
Risk-adjusted
72
Drawdown
89
Mean
n/a
Portfolio
31 Aug 2026 · 76 holdings · top 10 are 23.2%.
- Top 5
- 14.0%
- Top 10
- 23.2%
- Largest holding
- 3.7%
- Effective holdings
- 66.6
ICICI Bank Ltd
Financial
3.7%
Net Receivables
Unspecified
2.9%
HDFC Bank Ltd
Financial
2.9%
Bajaj Finance Ltd
Financial
2.5%
Reliance Industries Ltd
Energy & Utilities
2.1%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Insufficient history
Engine status
Insufficient history
History still thin for a status read
Why this status
No status reasons yet. History is still thin.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life Business Cycle Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.9%
- 3Y
- +11.6%
- Vol
- 13.8%
- Max DD
- -17.8%
- Sharpe
- 0.48
- 3Y win
- +7%
- Lower TER
Caveat: Higher volatility · Deeper drawdown
Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +0.7%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -9.7%
- Sharpe
- 0.33
- 3Y win
- n/a
- Lower TER
Caveat: Higher volatility · Deeper drawdown
ICICI Prudential Bharat Consumption Fund
ICICI Prudential Mutual Fund
- 1Y
- -6.5%
- 3Y
- +9.0%
- Vol
- 15.4%
- Max DD
- -31.3%
- Sharpe
- 0.60
- 3Y win
- +47%
- Lower TER
Caveat: Higher volatility · Deeper drawdown
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower TER
Caveat: Higher volatility · Deeper drawdown
quant Business Cycle Fund
quant Mutual Fund
- 1Y
- +4.3%
- 3Y
- +11.4%
- Vol
- 17.4%
- Max DD
- -29.2%
- Sharpe
- 0.74
- 3Y win
- +91%
- Lower TER
Caveat: Higher volatility · Deeper drawdown