ITI Large & Mid Cap Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

The investment objective of the Scheme is to seek to generate long term capital appreciation by investing in equity and equity related securities of large cap & mid cap stocks. However, there can be no assurance that the investment objective of the scheme would be achieved.

The ITI Large & Mid Cap Fund Regular Growth has an AUM of 782.52 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.21%. The minimum investment in ITI Large & Mid Cap Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are - & - respectively.

The top holdings of the fund include Treps 04-Nov-2024, Net Receivables / (Payables), Zomato & HDFC Bank.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Iron & Steel & Electronic Instr. & Controls.

Some of the similar funds are Bank of India Large & Mid Cap Equity Fund Eco Growth, Baroda BNP Paribas Large and Mid Cap Fund Regular Growth, Union Large & Midcap Fund Regular Growth, ITI Large & Mid Cap Fund Regular Growth, PGIM India Large and Mid Cap Fund Regular Growth. ITI Large & Mid Cap Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.